Kif Hancock

International Chief Investment Officer at Brown Advisory, providing global market perspective and expertise on international opportunities, infrastructure, and private markets.

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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.

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