Jefferies Insights - April 2023

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 

• Less Risk for the Global Financial System, More Risk for the Main Street Economy

Actionable Ideas for Companies and Sponsors 

• Stock-for-stock transactions as a hedge against volatility and risk
• Junior Financing Back on the Table
• Increasing Structured Share Repurchase Activity
• Rights Offerings Are Effective Financing Tools in Distressed Situations
• Discount Exchange Offers can be an Effective Deleveraging Strategy

Best Research Ideas

• Global Insights – Jefferies' Global Best Ideas List: Introducing Our Top Picks Across Regions
• Consumer Finance – Unemployment's Impact on Net Charge-Offs: Then vs Now
• ESG Strategy – The American Consensus on ESG