- Portfolio Manager
Skip to main content
- Funds
- Insights
- Capabilities
- About Us
- My Account
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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.
Listen below or on Simplecast, Apple, Spotify, and Google.
2:10 – Fintech market overview
4:20 – Fintech opportunities and risks for 2023
6:45 – Buy now, pay later
9:30 – Cryptocurrencies and digital assets
11:30 – Regulation and geopolitics
17:50 – Fintech in a recession
22:20 – Long-term COVID impacts
25:00 – ESG in fintech
28:00 – Collaboration and research process
Experts
URL References
Related Insights
Stay up to date with the latest market insights and our point of view.
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.
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.
How do bank failures impact fintech?
Global Industry Analyst Matt Ross analyzes the ways in which recent US bank failures could impact the fintech sector in public and private markets.
Fintech regulation: Geopolitics, ESG, and crypto
Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.
The role of ESG in fintech
Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.
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.
Financials and fintech
The fintech revolution is just beginning. Explore the full potential of fintech innovation across public and private markets.
URL References
Related Insights