Jefferies Insights - January 2022

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

• Balancing Slower Growth, a Tighter Labor Market and a Hawkish (but not too Hawkish) Fed

Actionable Ideas for Companies and Sponsors

• Corporations Embrace Strategic Examination of Assets
• Shareholder Opposition to Friendly M&A on the Rise
• Unfunded Delayed Draw Tranches
• Take Advantage of Strong High Yield Market Conditions to Refinance Loans Trading Below Par
• Record Number of Companies Came Public in the U.S. in 2021
• European Corporates Should Consider Convertible Bond Financing in 2022 as a Cheaper Alternative to Straight Debt
• Highly Levered Companies Should Proactively Prepare for Potential Actions by Lenders

Best Research Ideas

• U.S. Insights - Repositioning for the Shifting Inflation Landscape
• Alternative Energy: Plugging into the Hydrogen Ecosystem
• Asia Outlook 2022: Jefferies Best Ideas