Jefferies Insights - July 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

• Looking for Strong GDP Growth to Continue as Business Investment Ramps, Inflation to Remain Persistent

Actionable Ideas for Companies and Sponsors

• Private Equity Buyers Are Active with Accelerating Activity in Go-Privates and Corporate Carve-Outs
• Continuing Momentum of ESG and Governance as Catalysts for Investor Support
• High Yield Market Is Open for Storied Issuers
• Increasing ESG Focus for Lenders
• At-the-Market (ATM) Equity Programs for Primary Issuance
• Economic Recovery Leading to Near-Record IPO Activity in Germany
• Expected Increase in Post-Reorg M&A Activity in 2021

Best Research Ideas

• Jefferies Sees Significant Investment Opportunities Within SDG-Linked Investing and Geographically-Based Funds
• A Look into COVID's Near-Term and Lasting Impacts on U.S. Healthcare Utilization and Delivery
• Are EVs as "Green" as They Appear?