🎥 Click Here to Watch the Replay of the Clifford Capital Partners 1Q25 Webinar Review
The start of 2025 looked familiar- a market driven by AI fervor and Large Cap tech momentum driving returns. Then DeepSeek’s arrival introduced some doubt to the prevailing narrative. Was the anticipated AI infrastructure buildout still needed?
What followed was a rotation out of the largest and most expensive stocks to a broader but more defensive stance. And from there global trade policy has rattled markets and introduced growth scares. Is a recession imminent?
In this webinar we will explore:
- Yet another significant rotation to value – how did our portfolios react?
- International markets have outperformed. What are we seeing there?
- What new risks are there and what opportunities do we think we can exploit?
For Institutional Investors Only – Not Intended for Retail Audiences. The potential for profits is accompanied by possibility of loss. Past performance does not indicate future results.
