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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
I believe we’re at the beginning of a decade-long (or more) cycle of disruption and structural change in the financial services sector. We’ve seen structural change across many sectors in recent years, but financials are “late to the party,” with the global financial crisis and its aftereffects having put innovation and disruption on a long pause. Now, though, I think the change is coming, fueled by several key drivers — and with the growth in digitization and other trends during the pandemic serving as a massive accelerant.
Importantly, this is a vast opportunity set with thousands of public and private incumbents and disruptors, and it’s still developing. We think there will be over 100 IPOs of fintech companies over the next 24 months, for example. In other words, the groundwork is just being laid for many innovative companies to build their businesses, and the resulting disruption will leave both winners and losers in the market for investors to sort through in search of opportunity.
1Source: Wellington Management, 2021.
2Source: Federal Reserve, 26 March 2021, Economic Well-Being of US Households.
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