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December 2021 / VIDEO

Two Dominant Trends Changing Fintech Stocks

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      Key Insights

      • We are seeing two dominant trends in the fintech space, and specifically payments, that continue to drive a lot of our secular investing themes.
      • The first is the continued transition to digital payments away from cash and checks, and the second is embedded finance.
      • Users who have come to expect high-quality digital experiences in their personal lives are demanding innovations in their business lives. 

       

       

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