David Zervos: Chief Market Strategist at Jefferies
In this episode of Why Invest?, host Luke Hyde‑Smith is joined by David Zervos, Chief Market Strategist at Jefferies, to explore what is driving today’s equity markets and the resilience of the global economy.
David explains why recent shocks have done little to derail market momentum, reflecting a strength in economic fundamentals and the role of capital in driving growth.
They discuss how advances in technology and AI are boosting productivity and reshaping labour dynamics, while also raising longer-term social and political questions.
The conversation also looks at the key risks ahead and how investors can navigate this environment.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.
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