Fintech program

Showing of Insights Posts
551986071
Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech program Alternatives investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financials amid rising dispersion

We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.

Continue reading

Multiple authors

event
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1089342370
Bank liquidity Regulatory Hedge funds Global Industry Research Alternatives Financials Americas Interest rates Monetary policy Volatility Inflation Fintech program Alternatives investing Article Fintech
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US regional banking sector update

We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.

Continue reading

Multiple authors

event
Article
2024-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Digital Payments
Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Alternatives Equity Private equity Global Industry Research Fintech program Video
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

Multiple authors

event
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
Cryptocurrency Digital payments E-commerce Fintech program Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast
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

By

Matt Lipton, CFA

Matt Ross, CFA

event
Podcast
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
fintech trends
Disruption Digital payments Cryptocurrency Alternatives investing Fintech program Outlook No Optimizely Information technology Financials Equity Global Industry Research Article Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fintech outlook for 2023: The trends separating the winners and losers

Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.

Continue reading

Multiple authors

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
5 LOAD {count} MORE

URL References

Related Insights

 © Copyright 2024 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.