Financials

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Fintech Disruption Innovation Digital transformation Information technology Financials Equity Long-short Global Industry Research Fundamental equity Article
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
Digital payments Fintech Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials
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
ESG Russia Geopolitical Information technology Energy Financials Industrials Real estate Consumer staples Article
How will war in Ukraine shift the ESG landscape?
Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.
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By

Carolina San Martin, CFA

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Article
2023-03-31
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