Ideas & Perspectives

Ideas & Perspectives

Leadership Letters

Commentaries & Views

Conferences & Events

Jefferies Insights

Living In A World Of Extremes

It feels that today we live in a world of passionate extremes, with both sides believing their opinion is absolutely 100 percent right. We are not talking “mostly right,” or “75 percent right,” or even “90 percent right.” We are talking black and white “100 percent right!” Wow, in a complex world including some of the complicated issues above, is anything really that crystal clear?

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Commentaries & Views

What's Up in A&D

Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, discusses that within the A&D supply base there continues to be opportunity to capitalize on higher build rates and a growing U.S. defense budget.

March 29, 2019

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SMID Cap: Thoughts & Observations

Steven DeSanctis, U.S. Equity Strategist for Jefferies, says that lower for longer pushes us to Underweight on Financials.

March 27, 2019

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U.S.: Technology Lead Indicators and Super Software

Sean Darby, Chief Global Equity Strategist for Jefferies, discusses U.S. Technology index and Tech software spending as an investment theme.

March 21, 2019

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