Jane Gibbons

Jane Gibbons recently assumed responsibility for U.S. Large-Cap Strategy after spending five years working on the Small & Mid-Cap Strategy team, following a career as a Portfolio Specialist at FactSet.

What We Are Known For:

Thought-provoking and topical analysis across Indian macro, policy, politics, liquidity, valuations and market cycles. Translating top-down views into action through clear sector positioning, stock ideas and model portfolio recommendations. We are the longest-tenured SMID Cap strategist on Wall Street, providing specialized insight into the U.S. small- and mid-cap universe through a combination of top-down strategy and bottom-up sector and stock analysis. Our work focuses on thematic positioning, sector allocation, market leadership and the key drivers of relative performance, while integrating actionable stock ideas through close collaboration with Jefferies’ fundamental analysts. The team also leads the Jefferies Macro Weekly, one of the firm’s most widely read research publications, and is recognized for expertise in FTSE Russell reconstitution, producing detailed analysis of index membership changes, sector rotations and rebalancing outcomes.