Jefferies Insights - January 2021

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

• A Strong Global Recovery Leads to Better-than-Expected Forecasts for Economic Growth and Earnings

Actionable Ideas for Companies and Sponsors

• Financial Sponsor Go-Private Activity on the Rise
• Private Equity and Activist Investing: A Convergence in Asset Classes
• Dividend Recaps with Portability
• Leveraged Debt Maturity Wall Update
• European Capital Markets Are Receptive to Companies Looking to Raise Start-up Capital
• Financial Sponsors Are Quickly Accessing the Follow-on Market for Secondary Offerings Post-IPO
• Debt-for-Equity Exchange Offers in Restructurings

Best Research Ideas

• Global Insights – Make a Change: ESG’s Influence on Equity Flows, Asset Returns & Stockpicking
• Microstrategy – What’s in Style for 2021?
• Sustainability Matters – Metals & Mining: Is There Enough Copper for the Green Wave?