Jefferies Insights - April 2022

As part of the firm’s daily communication with clients, Jefferies regularly publishes perspectives, ideas and insights on the markets and our areas of focus through research reports, trend analysis, white papers and industry commentary, as well as strategy and economic thought pieces.

Economics and Strategy

• Expectations for Monetary Tightening Ratcheting Higher, but the Outlook for Near-Term Growth and Stock Prices Remains Favorable

Actionable Ideas for Companies and Sponsors

• Opportunities in the Post-SPAC Merger Domain
• Emerging Trend Among Activist Funds to Own Portfolio Companies Outright
• Strength in the Private Debt Market
• Incremental High Yield and Leveraged Loan Issuances for M&A and Dividend Transactions
• Increased Share Repurchase Activity in Current Market Environment
• U.S. and European Equity-Linked Market Remains Open
• Development of “Hybrid” Capital as a Source of Rescue Financing

Best Research Ideas

• Global Asset Allocation: An Equity Investor’s Guide to Market Corrections
• U.S. Insights: More Than Clocks Spring Forward in March – Leisure Spending Should Inflect Too
• European Semiconductors: More Short-Term Pain