When the Market Moves the Market

Fixed Income Edition

When the Market Moves the Market: Fixed Income Edition is the second paper in a series on market structure. In this piece we answer 3 questions that are top-of-mind for investors across the board: 1) What do I need to know about changes in Fixed Income market structure?, 2) What are the biggest shifts in the last decade?, and 3) What does this mean for what lies ahead?

Building a Boom: Brand Lessons for Creating Explosive Value

Jefferies expert Steph Wissink walks us through what’s been happening in the beauty industry over the past decade. It’s a sector that just underwent a long boom period. Conor Begley, co-founder of Tribe Dynamics, shares why “Earned Media Value” is one of the most powerful metrics for companies in search of their “next big thing.”

The Road to 2030

 A Decade Defined by Data

This piece reflects on what investors, allocators, data buyers and data vendors are focused on to prepare them for the coming decade. We explore why the old and new "consensus" are different, why the best data is increasingly "boring" data, why identifying the right combination of data is more important than the right set of data, how data is redefining how investors channel check entire supply chains, and why privacy, policy, and regulation matter now.

A Tech Revolution for Financial Services

Our hosts are joined by Jefferies’ Vaughn Harvey, and Jesse McWaters, financial innovation lead for the World Economic Forum, to discuss artificial intelligence in the financial services sector. We’ll also hear from Betterment CEO Jon Stein and IEX CEO Brad Katsuyama, two entrepreneurs already relying on AI to disrupt different areas of the financial space – from online financial advising to building better exchanges for the next decade.

You Are What You Buy

Listen to views on consumers’ interest in authenticity from Jefferies expert, Randy Konik, along with the Head of Diamond Producers’ Association, and an expert from Wharton Business School.

Biotech – From Bench to Bedside

Curious about the cutting edge of biotech? Jefferies’ Michael Yee and Jared Holz walk through some of the biggest biotech breakthroughs of the last decade, and speak with a family who expects an entirely different life for their son because of it.

The $10 Trillion Question

In the premiere episode of Invisible Forces, Jefferies’ Storm Duncan joins our hosts to weigh in on how technology can continue to help improve mobility and efficiency. We’ll also hear from two entrepreneurs disrupting different areas of mobility: Lime CEO, Brad Bao, and Drew McElroy, the CEO of Transfix.

Introducing: Invisible Forces

Jefferies’ first podcast series exploring the surprising currents moving markets, driving innovation and disrupting entire business models  

When the Market Moves the Market

Equities Edition

This publication examines the changes - some obvious, others more subtle - to the structure of the equity market over the past 10 years. It explores how much has changed across the who, where, why, what and how – and what some of the implications of these shifts have been.

Construction Zone

Asset Allocation for the Next Decade

This publication explores why a diverse and sophisticated group of allocators are collectively aiming their scalpels at their portfolios and rethinking the most foundational part of their jobs: portfolio construction and strategic asset allocation.

Reinventing Value

An Advanced ESG Primer

After years of interest in the sustainability space, 2018 was an inflection year for exponential ESG asset growth. ESG managed assets in the U.S. are more than $11 trillion, and globally account for 1 in 4 invested dollars. Why? Read Reinventing ‘Value’: An Advanced ESG Primer for insight to the driving forces behind this explosive growth.

20,000 Leagues Under the Sea

20,000 Leagues Under the Sea explores the efforts by cloud providers to leverage the ocean and rethink the logistics of one of the future’s foundational technologies. Real estate availability, cost of cooling and proximity to users are all challenges to the growth of cloud computing.