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Financials and fintech

From economic regime change to the adoption of new technologies such as cloud and AI, disruption and innovation are shaping the future of the financial sector. Explore the latest views from our sector specialists.

2024-12-31
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Bank liquidity Regulatory Hedge funds Global Industry Research Alternatives Financials Americas Interest rates Monetary policy Volatility Inflation Fintech Article Fintech
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US regional banking sector update

We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.

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2024-08-31
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Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech Article
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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.

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Article
2024-09-30
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Bank liquidity Fintech Venture capital Global Industry Research Alternatives Equity Volatility Private companies Quick Take
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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.

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Matt Ross, CFA

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Quick Take
2024-04-30
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Fintech Cryptocurrency Regulatory Equity Alternatives Financials Digital payments Geopolitical ESG Article
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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.

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Matt Ross, CFA

Matt Lipton, CFA

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Article
2024-02-29
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Fintech ESG Private equity Global Industry Research Digital payments Article Private portfolio companies
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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.

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Article
2024-01-31
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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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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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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 Alternatives
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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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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 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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Fintech Digital payments 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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Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article
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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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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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Future Themes Currency Cryptocurrency Blockchain Alternatives Artificial intelligence (AI) Article
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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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Alexandre Chau

Ranjit Ramachandran, CFA

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Article
2023-02-28
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Nicholas Adams

Nicholas Adams
Senior Managing Director, Private Equity Sector Lead – Financial Services

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