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Heading into 2023, we asked four of our fintech investors if they remain excited about the sector’s potential after a volatile 2022.
In the below four videos, they explore fintech’s outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.
Navigating fintech’s new regime
Portfolio Manager Matt Lipton highlights why today’s increased dispersion and volatility create opportunities to differentiate between the sector’s potential long-term winners and losers.
The payments industry’s long runway for growth
Global Industry Analyst Matt Ross profiles how payments companies are continuing to enhance their product offerings and fuel long-term growth amid the downturn.
Opportunities for fintech incumbents
Portfolio Manager Bruce Glazer explores the potential for fintech incumbents to thrive in today’s disruption.
Opportunities amid the crypto winter
Portfolio Manager Ranjit Ramachandran discusses the Ethereum merge, regulation, and other potential catalysts in a challenging crypto market.
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