Brian Barbetta Profile
Brian Barbetta
Global Industry Analyst
Boston
Brian has been covering the technology sector for over 10 years and has particular focus on internet and video game software companies, undertaking research and managing investments across both public and private equities.

Insights By Brian Barbetta

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Equity Innovation Strategic allocation DB Public Program Public pension (DB) iStrat Global Innovation Information technology Artificial intelligence (AI) Macro and market Top of Mind Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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By

Adam Berger, CFA

Brian Barbetta

event
7 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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.

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By

Brian Barbetta

event
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.
Private equity Venture capital Private portfolio companies Global Industry Research Equity Information technology Disruption Machine learning Artificial intelligence (AI) Geopolitical WELLSaid Podcast Brand Podcast
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.
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By

Michael Masdea

Brian Barbetta

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31:49 min
Podcast
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