Australia & NZ, Institutional

Changechevron_right

Disruption

Showing 10 of 11 Insights Posts
1300497464
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

Continue reading
event February 2025
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1598010420
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

Continue reading
event June 2024
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
171553558
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

Continue reading
event December 2023
Article
2024-12-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1073823296
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: a new era for medical innovation

Advances in science, tools and technologies are transforming the face of healthcare, revolutionising the diagnosis and treatment of complex diseases. How can thematic investors identify promising opportunities?

Continue reading
event October 2023
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Generative AI: Separating hype from opportunity

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Continue reading
event August 2023
Article
2024-08-21
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
872019514
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

Continue reading
event March 2023
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Digital Payments
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event December 2022
Video
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event November 2022
Podcast
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1305428682
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading
event August 2022
Article
2023-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fintech industry outlook in a recession
We explore the current environment for the payments industry and highlight a few factors that show why the outlook for the industry may be less challenging than many may anticipate.
Continue reading
event August 2022
Quick Take
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.