Best Research Ideas
U.S. Insights – Greedy When Others Are Fearful: Quoting a Legend, Prepping for Volatility
A collaborative multi-sector report from Jefferies U.S. Research identified companies most likely to remain attractive throughout the business cycle. Our analysts identified 61 companies with attributes such as robust business models with a proven track record of success, strong or improving balance sheets, excellent management teams, competitive moats, ongoing product launches, transformations or leverage to secular themes, among others. The report also includes downside scenarios to help investors identify a potential nadir as a marker for when the worst may be priced in. The report notes that if the U.S. enters a recession in ‘23, equity performance is likely to get worse before it gets better.
— U.S. Equity Research