Digital transformation

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Reasons for optimism about Indian equities

Our experts explain why, despite criticisms that Indian equities trade at higher valuations today than they have historically, they may have the potential to help drive total returns over time.

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By

Murali Srikantaiah

Brian Yeong

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Quick Take
2024-08-31
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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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Video
2023-11-30
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Have we reached the end of a tech era? 

Thematic Strategist Trevor Noren explores how active management and a global lens could provide tech investors with essential edges moving forward.

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Trevor Noren

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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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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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By

Mary Pryshlak, CFA

Tim Manning

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Article
2023-12-31
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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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Thematic investing focus: The accelerating drive for financial inclusion
The global effort to expand access to financial services is getting a boost thanks to the digitalization trend and the growing consumer acceptance of technology, creating a range of investment opportunities.
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Article
2023-09-30
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Fintech Digital transformation Disruption Alternatives Financials 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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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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Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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By

Joy Perry

Philip Brooks, CFA

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Article
2023-07-31
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Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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By

Joy Perry

Meredith Joly

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Quick Take
2022-12-31
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Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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By

Philip Brooks, CFA

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Quick Take
2022-12-30
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Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
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By

Alexandre Chau

Ranjit Ramachandran, CFA

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Article
2023-02-28
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