The future remains on sale, in our view, as we look to technology and innovation investing in 2022. In 2021, global markets were dominated by macro factors such as rising rates, supply-chain issues, disparate reopenings, and inflation concerns—causing fundamentals to take a back seat.
But critically, amid these macro factors, tech opportunities continue to be fueled by many structural tailwinds, including well-known progress in mobile-payment penetration, automation, and essential-hardware innovation. In this outlook, four of Wellington’s technology-focused global industry analysts and investors share their high-conviction ideas for 2022 within enduring tech themes.
Bruce Glazer, Global Industry Analyst
In 2022, we believe continued reopenings, renewed travel, and the resulting uptick in cross-border payments may benefit the secular trend of digital payments. Notably, the leading scale-payment processors all sold off significantly in 2021 on the back of pandemic-related restrictions, fears of disruption, and factor rotations. In our view, this could be one of the best-performing sub-industries within fintech in 2022.