Market Strategy

Market Strategy

Recent Posts

How European Mid-Caps Became One of the World’s Most Compelling Investment Stories

We recently spoke with Dominic Lester and his colleague Lorna Shearin, Deputy Head of EMEA Investment Banking, to get their take on the state of European economies and the transaction environment. We also connected with Ed Keen, Head of Equities EMEA, and Alex Coffey, Head of EMEA Research, for additional perspective on why mid-sized companies are attracting so much investor interest.

Opportunities Abound Amid Overblown Software Selloff

By: Ron Eliasek Jefferies Chairman of TMT, Head of Software Fifteen years ago, Marc Andreessen famously said, “Software is eating the world.” But on February 3, public software companies lost $300 billion in market value amid fears that new tools like Anthropic’s Claude Cowork will eat their business models. At one point, the IGV iShares