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Insight

A View from Both Sides of the Pond

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In this post:

1.23.2026
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Executive Summary

Mark Giambrone, Head of US Equities at Barrow Hanley, and JO Hambro Senior Fund Manager Clive Beagles discuss why market sentiment in the US and UK appears anxious— even as fundamentals point to opportunity for growth-oriented investors.

Mark Giambrone and Clive Beagles discuss how negative sentiment in US and UK equities contrasts with underlying growth fundamentals.

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ABOUT BARROW HANLEY GLOBAL INVESTORS

Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Today, Barrow  Hanley has approximately 100 employees, over half of which are investment professionals managing assets for our valued clients. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com.

1.23.2026
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Mark Giambrone and Clive Beagles discuss how negative sentiment in US and UK equities contrasts with underlying growth fundamentals.

A longstanding history of competitive returns, a collegial environment, and a bespoke approach to client service yields a principled, proven partner.