Disruption

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Artificial intelligence (AI) Machine learning Innovation WELLSaid Podcast Disruption Geopolitical Information technology Equity Global Industry Research Article
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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.

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Article
2024-08-31
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Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
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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.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Digital Payments
Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Alternatives Equity Private equity Global Industry Research Fintech Video
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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.

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Multiple authors

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Video
2023-11-30
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Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article Global Industry Research Thematic solutions
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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.

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2023-11-30
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Cryptocurrency Digital payments E-commerce Fintech Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast
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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.

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By

Matt Lipton, CFA

Matt Ross, CFA

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Podcast
2023-11-30
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Disruption Digital payments Cryptocurrency Fintech Outlook No Optimizely Information technology Financials Equity Global Industry Research Article
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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.

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Multiple authors

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Article
2023-12-31
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Fintech Digital transformation Disruption Artificial intelligence (AI) Cloud computing Financials Fundamental equity Article
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Digital transformation in financial services continues

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

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By

Bruce Glazer

Michael O’Brien, CFA

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Article
2023-10-31
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Fintech Cloud computing Innovation Alternatives investing Disruption Financials Information technology Alternatives Equity Fundamental equity Global Industry Research Article
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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.
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By

Matt Lipton, CFA

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Article
2023-08-31
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Fintech Innovation Digital transformation Disruption Information technology Financials Equity Fundamental equity Article
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Fintech innovation: A pure play on enduring disruption
We explore why fintech merits a pure-play approach, discuss the importance of an investment team with deep industry expertise in both financial services and technology, and highlight the long-term nature of this disruption
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By

Bruce Glazer

Michael O’Brien, CFA

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Article
2023-09-30
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Digital payments Fintech Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials
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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.
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By

Matt Ross, CFA

Bruce Glazer

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Quick Take
2023-07-31
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Late stage Volatility Disruption Private equity Quick Take
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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.
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By

Matt Witheiler

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Quick Take
2022-09-30
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Cryptocurrency Regulatory Disruption Alternatives Macro and market Quick Take
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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.
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By

Ranjit Ramachandran, CFA

Matt Lipton, CFA

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Quick Take
2022-12-31
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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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
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Multiple authors

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2023-01-27
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Innovation Disruption Web 3.0 Gaming Tech & Innovation Macro and market APAC Article
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Step into the metaverse
The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.
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By

Yash Patodia

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Article
2022-08-31
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Fintech Innovation Disruption Collection Financials Bank liquidity
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Financials and fintech

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

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2024-12-31
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