Jefferies Insights - October 2020

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 Growth Increasingly Leaning on Both Fiscal and Policy Support, but Economic, Equity and USD Risks May Skew to the Upside

Actionable Ideas for Companies and Sponsors

• SPACs Come of Age as an Acquiror of Choice
• Corporate Boards Should Prepare for Resurgence in Activism
• Return of Portability Transactions to the Syndicated Loan Market
• Recapitalizations for Middle-Market Transactions
• Opportunistic Refinancings of Existing Convertibles
• Investor Appetite for European IPO Candidates at a Multi-Year High
• Rights Offerings and Creditor-Sponsored Equity Financings in Distressed Situations

Best Research Ideas

• Mega Trends & Themes: A Portfolio Approach
• Health Information Tech – Tele Me More: Telehealth Impact Across Services, Devices, Dx, Dental & Optical
• U.S. Insights – Mistaken for an Underdog: Six Stocks to Capitalize on the Recovery