Jefferies Insights - April 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

• Global GDP Forecasts Revised Higher While Rate Moves Benefit Cyclicals and Risk Parity

Actionable Ideas for Companies and Sponsors

• The SPAC Phenomenon Continues and Attracts Corporate Entrants
• Increasing Investor Focus on ESG and the Momentum of “ESG Activism”
• Strength in Syndicated Second Lien Term Loans
• Lower Rated High Yield Issuances
• Borrowers Shift from Club Deals to Syndicated Deals
• European SPAC IPO Market Gaining Momentum
• Opportunistic Primary Equity Issuance in the U.S.
• SPACs Have Entered the Distressed Market

Best Research Ideas

• U.S. Insights – No Longer Window-Shopping: Stocks Best Positioned for a Surge in Consumption
• Integrated Oil Companies – An Inconvenient Truth
• China’s Auto Evolution: Mapping the Next 10 Years