Disruption

Showing of Insights Posts
1598010420
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

Continue reading
event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
171553558
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1073823296
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: a new era for medical innovation

Advances in science, tools and technologies are transforming the face of healthcare, revolutionising the diagnosis and treatment of complex diseases. How can thematic investors identify promising opportunities?

Continue reading
event
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Generative AI: Separating hype from opportunity

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Continue reading
event
Article
2024-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
872019514
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

Continue reading
event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Digital Payments
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

Continue reading
event
Video
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Charging Electric vehicle
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

Continue reading
event
Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fintech market overview: The intersection of disruption and dispersion 

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

Continue reading
event
Podcast
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
fintech trends
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fintech outlook for 2023: The trends separating the winners and losers

Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1206094124
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Digital transformation in financial services continues

We highlight the fintech innovations driving the digital transformation and disruption of financial services.

Continue reading
event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1305428682
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The growing wave of disruption in financial services
Amid today's uncertainty, Portfolio Manager Matt Lipton outlines three key reasons he believes the opportunities fueled by fintech disruption will continue.
Continue reading
event
Article
2023-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fintech industry outlook in a recession
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
Continue reading
event
Quick Take
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How the public market correction is affecting the late-stage private equity market
The times they are a-changin’. The late-stage private equity market is digesting a public growth multiple collapse that took us from boom to bust in four months. But while valuations may be coming down in the private market as a result, the opportunity-creating trends of technology disrupting all parts of the economy and companies staying private longer remain in place.
Continue reading
event
Quick Take
2022-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Crypto beyond the hype: Insights for institutional investors
We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.
Continue reading
event
Quick Take
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
884018786
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
Continue reading
event
2023-01-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
fintech-insights-collection-page
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financials and fintech

The fintech revolution is just beginning. Explore the full potential of fintech innovation across public and private markets.

Continue reading
Collection
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.