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

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7 min
Article
2025-07-31
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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.
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Artificial intelligence (AI) Machine learning Innovation Brand WELLSaid Podcast Disruption Geopolitical Information technology Equity Global Industry Research Article
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.

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Multiple authors

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Article
2024-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcast
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.
Continue reading

By

Michael Masdea

Brian Barbetta

event
31:49 min
Podcast
884018786
Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

event
2023-01-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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