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Heading into 2023, we asked four of our fintech investors if they remain excited about the sector’s potential after a volatile 2022.
In the below four videos, they explore fintech’s outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.
Portfolio Manager Matt Lipton highlights why today’s increased dispersion and volatility create opportunities to differentiate between the sector’s potential long-term winners and losers.
Global Industry Analyst Matt Ross profiles how payments companies are continuing to enhance their product offerings and fuel long-term growth amid the downturn.
Portfolio Manager Bruce Glazer explores the potential for fintech incumbents to thrive in today’s disruption.
Portfolio Manager Ranjit Ramachandran discusses the Ethereum merge, regulation, and other potential catalysts in a challenging crypto market.
Financials amid rising dispersionContinue reading
How do bank failures impact fintech?Continue reading
Fintech regulation: Geopolitics, ESG, and cryptoContinue reading
The role of ESG in fintechContinue reading
Fintech market overview: The intersection of disruption and dispersionContinue reading
Fintech outlook for 2023: The trends separating the winners and losersContinue reading
Digital transformation in financial services continuesContinue reading
Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
How do bank failures impact fintech?
Global Industry Analyst Matt Ross analyzes the ways in which recent US bank failures could impact the fintech sector in public and private markets.
Fintech regulation: Geopolitics, ESG, and crypto
Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.
The role of ESG in fintech
Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.
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.
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.
Digital transformation in financial services continues
We highlight the fintech innovations driving the digital transformation and disruption of financial services.