Jefferies

Research & Strategy Insights 

Jefferies' leading thinkers look long-term at the major themes affecting financial markets and the industries and companies under their coverage. 

Please refer to Jefferies' important disclosure.


Technology

John DiFucci, senior technology equity research analyst at Jefferies, discusses how recent software advances transform ideas into reality.

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Consumer

Omotayo Okusanya, senior real estate equity research analyst at Jefferies, discusses the impact on REITS as the lines between traditional retail and e-tail continue to blur.

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Healthcare

Peter Welford, European research analyst at Jefferies, provides insights into the significant innovations in the biotechnology and life sciences sectors and are key to crystallize value as pressure from payers grows to ensure pricing reflects both pharmacoeconomic benefits and improvements in patients’ quality of life.

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Energy

Jason Gammel, global integrated oil & gas equity research analyst at Jefferies speaks on the outlook for lower oil prices and how companies are responding by cutting capital expenditures and reducing operating expenses.

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Industrials

Laurence Alexander, global chemicals equity research analyst at Jefferies believes structural changes in the chemical industry and the feedstock outlook, strong balance sheets, strong FCF, weak growth and more powerful emerging market competitors are a recipe for more consolidation of the U.S. and European chemical sectors.

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