Campbell Donley
CIO investment analyst at Brown Advisory who contributes analytical insights on market concentration, quality investing, consumer trends, and employment data.
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Mar 5, 2026 • 47min
SaaSpocalypse, the AI Death Star and Private Credit Indigestion
Campbell Donley, CIO investment analyst who focuses on market concentration and quality investing, and Kif Hancock, International CIO with expertise in global markets and private markets, discuss the AI-driven sell‑off in software and payments. They parse panic versus fundamentals, why quality stocks have lagged, the K-shaped consumer and youth unemployment, international diversification opportunities, and stress in private credit tied to software exposure.
