Finserv Reading - Week ending April 28, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

Chief Operating Officer I Enterprise Software GTM I Adjunct Professor @ Fordham University

发布日期: 2024年4月28日
+ 关注


Banking

Goldman Sachs, BoA shareholders reject proposals for CEO-chair split

Main street banking model is being squeezed

UBS 'seriously concerned' by Swiss capital proposals, says chair Colm Kelleher

Troubling trends in digital banking: Does digital impact bank profits

Deutsche Bank profit lifted by investment banking rebound

Barclays' investment bank stutters aa fixed income trading tumbles 21%

HSBC cuts dozens of investment banking jobs

BNP Paribas bets on investment bank for growth despite bond trading blip

Wall Street banks see brighter capital markets

UBS plans five waves of layoffs from June to November

How US banks can get ready for open banking

How CFPB 1033 marks the future of open banking

Unlocking the financial vault: Canada's open banking revolution

Don't let open banking myths destroy innovation

Standard Chartered opens API marketplace

Revolut to grow headcount by 40%

Will banks and fintechs chase retail media revenue?


Wall Street

Consolidation of US brokerage firms is set to continue

Michael C. Jensen, 84, who helped reshape modern capitalism, dies

Ban on non-compete agreements sends shockwave?across Wall Street

Nasdaq's revenue beats on strong demand from fintech products

A reformed stock market would unleash Britain's growth

Goldman and Citadel Securities back Howard Lutnick's renewed tilt on futures market

Welcome to the dark side

Trends in trading

New York Stock Exchange tests views on round-the-clock trading


Economy?

With inflation this high, nobody knows what a dollar is worth

Federal Reserve's preferred inflation metric rose to 2.7% in March

The dream of Fed rate cuts is slipping away

Do the GDP and Dow reflect American well being?

A message to economists: Geopolitics matters too

What the end of negative rates means for Japan

The rare earths mine becoming a bellwether for US minerals policy

Investors price in growing chance of another Federal Reserve interest rate rise

UPS revenue slumps as shipping slowdown persists


Asset Management

Active ETFs grow by over 20% annually since 2019

Big asset managers adopt 'vulture' tactics in distressed debt fights

Quant hedge funds enjoy bumper start to 2024

Have UK asset managers lost their way?

Cathie Wood's popular ARK funds are sinking fast

Commodity traders bet on big data and AI

The biggest investor in the world

Forget moonshots. Investors want profit now.


Wealth Management??

Young?Americans are getting left behind by rising home prices, higher stocks

What to do with bonds when inflation won't die

The thrill factor is back for retail investors

Advisors on trillions in IRAs must now put your interest first

Goldman is getting out of the robo-advisory business


Insurance

How insurers game out disaster risk and drop customers

Insurance sector adopts easy-to-use technology for digital transformation

The API revolution comes to insurance technology

Embedded insurance faces legal and regulatory challenges

How IoT and telematics is transforming insurance


Real Estate???

Adam Neumann, rebuffed by WeWork, asks bankruptcy court to block lender plan

US new home sales rebound in March

Reversing the real estate doom loop is possible. Just look at Detroit.

European commercial real estate deal making slumps to 13 year low

Big tech companies slash office space in half


Payments?

The ACH network shifts gears: Same-day payments take the wheel

Walmart-backed fintech One introduces BNPL

Progress through tech: International bank transfers hit the fast lane

Instant payments drive global banking transformation


Venture Capital / Private Equity

Apollo sells stake in asset-backed lending unit to insurer MassMutual

Move aside, big banks: Giant funds now rule Wall Street

Blackstone's beleaguered real-estate fund stems exodus

Slow start to 2024 fundraising amid steady buyout interest

Lenders flying blind on private equity risks, Bank of England warns

Why is your vet bill so high


AI / ML

Meet the AI expert advising the White House, JPMorgan, Google and the rest of corporate America

Investors cheer AI spending boomin big tech - just not at Meta

AI service providers mine a rich seam of demand for efficiencies

OpenAI's Sam Altman and other tech leaders to serve on AI advisory board

Wall Street's patience for a costly AI arms race is waning

'To the future': Saudi Arabia's spends big to become an AI superpower

AI could kill off most call centers, says TCS head

At Moderna, OpenAI's GPTs are changing almost everything

Why the AI industry's thirst for new data centers can't be satisfied

BCG says AI consulting will supply 20% of revenue this year

Microsoft makes a new push into smaller AI systems

Salesforce calls for AI emissions regulations as concerns grow over tech sectors carbon footprint

Sam Altman invests in energy startup focused on AI data centers

How AI is growing fast on Wall Street

Insurance executives keen on AI but underwriters wary


ESG / Climate Change

Dubai deluge brings home climate change dangers to a desert nation

ICE environmental contracts trade $1 trillion in notional value

Gone with the New York winds

领英推荐

Climate finance is targeting the wrong industries

The UK's Climate Change Act, once the envy of the world, faces a stress test

Global energy transition will need $4 trillion annually - Blackrock

The energy transition's effects on jobs

A $39 billion mining merger is all about the energy transition

The preschool solution to the energy transition

Why copper shortages could threaten the energy transition

Companies that ignore climate change risks lose market value

Insurers - managing the financial risks of climate and environmental change

Blackrock leads the pack on climate transition, Morningstar?

The rise and fall of ESG

Unilever walks back ESG promises to cut costs

US fund managers with ESG mandates hit by worst-ever outflows


Bigtech?

Alphabet surges past $2 trillion valuation as search giant announces first dividend

Microsoft earnings jump on AI demand

Google sales accelerate as ad, cloud businesses hold up amid costly AI push

Google delays cookie phase-out following regulatory pushback

IBM nears deal for cloud software provider HashiCorp

In Silicon Valley, you can be worth billions and it's not enough

Salesforce's talks to buy Informatica fizzle


Fintech??

As fintech expands, opportunities and challenges lie ahead

Enhancing fintech programs, empowering innovation

Apex Fintech shrinking earnout

Decline in fintech funding creates new opportunities for banks

a16z April Newsletter


Blockchain / Crypto?

DeFi:? A cutting edge technology that continues to upend traditional finance models

Stripe brings back crypto payments

How blockchain technology is transforming the insurance industry

Hong Kong approves crypto ETFs with a key difference

Crypto firm Consensys sues US SEC over ethereum regulation

Morgan Stanley may soon allow brokers to pitch bitcoin ETFs to customers

Franklin Templeton lists ethereum ETF on DTCC


Regulation / Compliance??

Regulators to seize Philadelphia bank, Republic First

The FCC restores net neutrality. What it?means?for the internet

FTC bans noncompete clauses that restrict job switching

Business groups race to block FTC's ban on non compete agreements

FCA turns the microscope on big tech

FDIC ponders tighter checks on bog 'passive' investors in US banks

EU regulator urges action on climate threat to insurance


Corporate Venture / Innovation? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

Corporate venture capital in the GCC

The corporate-startup handoff is broken. Here's how to fix it.

14 experts explain how to take a more intentional approach to innovation

The power of rigorous futures

The five deadly innovation traps - and how to avoid them


Personal Development / Leadership?

Rethinking leadership: Are you willing to be a servant leader?

Ray Davis grew up homeless, now he seeks to be a "name you'll remember forever"

How to start a conversation

Thinking doesn't have to feel so hard

European 'less hard-working' than Americans, says Norway oil fund boss

This is the only way (I know of) to travel through time

12 lessons from 7 years of the Daily Stoic

24 things I wish I had done sooner (or my biggest regrets)

Do something that scares you every day


Podcasts / Videos??

Leadership Lessons from our Top Presidents

Norges Bank: Marc Rowen, CEO of Apollo?

Norges Bank: Howard Marks, Chairman of Oaktree Capital Management

Norges Bank: Michael Mauboussin, Morgan Stanley

Why Every Norwegian is a Millionaire

In Good Company: with Adam Grant

Adam Grant & Danny Meyer at Wharton?People Analytics Conference 2024

Lessons from Amazon's early growth strategy


Speeches / Communications

Howard Marks, Chairman of Oaktree Capital Management: "The indispensability of Risk"

Daniel Gladis, Vltava Fund: "Invert, Always Invert!"

Christine Lagarde, President of the ECB: "Unlocking the power of ideas"


Research Reports??

OW: Private Credit's Next Act 2024

MS: Valuation Multiples

OW: An Innovation Pathway to Decarbonization?

BCG: Annual Value Creators Rankings 2024

IRENA: Geopolitics of the Energy Transition

Emerging Powers and the Future of American Statecraft

FedRes: Geopolitical Risk and Decoupling - Evidence from US Export Controls

Mitsui: Geopolitics and ESG

Accenture: Getting your workforce ready for AI and spatial computing

EY: Global Trade Insights - Q1 2024

Citi: Streamlined Global Commerce - The Role of Digital Assets

Deloitte: Sustainable Strategies

ING: AI frontrunners will benefit most, with Microsoft in the lead

KPMG: The race for customer loyalty in financial services

FCA: AI Update

Nvidia: Building the AI-Powered Bank

BBVA: Big Data and AI for Economics

Nvidia: State of AI in Financial Services 2024

MIT: AI gains momentum in core financial services functions

Cornerstone: 2024 Digital Banking Performance Metrics

Mastercard: Framework for interlinking instant payment systems

Visa: Generative AI in Payments

FTPartners: Q1 2024 Fintech Insights

WestMonroe: Private Equity Outlook 2024

EBRD: Investment of Choice

Mastercard: Future of Credit - A European Perspective

Energy Transition Investment Framework 2.0

要查看或添加评论，请登录

Bijon Mehta的更多文章

社区洞察

其他会员也浏览了