This Robeco report, authored by portfolio managers Patrick Lemmens, Michiel van Voorst, and Koos Burema, explores the growth momentum of fintech through ten key industry charts.
• Capital Markets Recovery: Post-COVID and U.S. election tailwinds drive M&A and IPO activity, with notable exits and unicorn growth.
• Digital Payments: Digital wallets gain traction, accounting for 37% of U.S. e-commerce value, while Apple and emerging players lead innovation.
• Neobanks’ Profitability: Major neobanks like Chime and SoFi achieve profitability, signaling maturity in fintech business models.
• Digital Assets: Stablecoins and crypto ETFs gain institutional adoption, bridging traditional and digital finance ecosystems.
For a detailed analysis of these trends and investment opportunities, access the full report.
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