Finserv Reading - Week ending April 30, 2023

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2023年4月30日
+ 关注

Banking

JPMorgan, PNC bid to buy First Republic as part of FDIC takeover

First Republic's shares slide as its fate remains unclear

Why no buyer has emerged for First Republic

Regional US banks claimed easier capital rules would turbocharge loans?

The surprising risk that turbocharged a $142 billion bank run

First Republic's catch-22

Banking problems may be tip of debt iceberg

Europe's banks temper ambitions to challenge big US payments groups

First Republic lost $100 billion in deposits in banking panic

Silicon Valley Bank: the multiple warnings that were missed

How banks can finally get risk management right

New BMO survey reveals changing digital banking habits in the US

Breaking down the costs of launching a digital bank in Asia

Capital One reports quarterly lending decreases across the board

Recognizing 'silent attrition' is key to maintaining loyalty in banking


Wall Street??

Black-Scholes at 50: How a pricing model for options changed finance

Why Europe's stock markets are failing to challenge the US

New Wall Street 'fear gauge' to track short-term market swings

Credit trading finally exits the dark ages

Octaura launches first comprehensive syndicated loan trading platform


Economy?

Central banks load up on gold in response to rising geopolitical tensions

Reasons to be cheerful about the global economy

A scorecard for the US economy

'Welcome to the recession': Most of Wall Street still sees trouble ahead for the US economy

The economy has skirted a recession for more than a year


Asset Management

Hedge funds lose $18 billion betting against tech stock rally

Asset management chiefs - changing of the guard

How Blackstone joining the S&P 500 would boost other alts managers

Hedge funds are positioned to continue their strong run

Is Vanguard really the cheapest fund provider?


Wealth Management??

Individual investors are still hungry for stocks - while shunning risk

Morningstar rolls out updates to its wealth tech platform

Why annuity sales are surging

Morningstar panel: 60/40 is 'bloodied,' dead

How to help financial advisors start social selling


Insurance

The new, more digital insurance agent-client relationship

Insurers support agents' digital transformation

Swiss Re partners with insurtech Benekiva on digital claims management

Insurtech Policygenius to be acquired by Zinnia

10 European insurtech companies that should be on your radar


Real Estate??

Record high Manhattan apartment rents may not save Blackstone from default

Commercial real-estate woes run deeper than in past downturns

Office building credit crunch could hit wider US economy

Is it time for servicers to join the digital revolution?

Stress builds as office building owners and lenders haggle over debt


Payments?

Surging cross-border growth helped Mastercard beat Q1 estimates

Processing fee change would hand Walmart, Disney millions while pinching small businesses

Fed study highlights growth in cards, ACH payments

Deluxe expands digital wallet-as-a-service payment options

Fiserv takes lead back from FIS


Venture Capital / Private Equity

Venture capital fundraising slows to multiyear lows

How private equity creates a 'circle of pain' in the US economy

Former Salesforce Co-CEO Keith Block starts venture capital firm Smith Point

Fintech-focused vc firm Anthemis Group lays off 28% of staff as part of restructuring

VC firms form $62.3 billion climate tech alliance backed by the UN

Investors prefer fintech, SaaS, and climatetech in 2023


AI / ML

How AI can promote ESG

Europe to ChatGPT: Disclose your sources

The dangers of letting AI loose on finance

Is AI coming for your job?

AI is coming to wealth management. Here's what that means.

4 ways ChatGPT can bolster the insurance industry

Financial services will embrace generative AI faster than you think


ESG / Climate Change

How the world is spending $1.1 trillion on climate technology

What to do about Europe's climate insurance gap

Vanguard confronts an inconvenient truth

'Green lemons' need to be squeezed out from the ESG market

If your fund wants to stop climate change, why did it buy Microsoft?

A message to America's mid-size and community banks

Aegon AM: Incorporating climate change in fixed income

Switching to wind and solar energy will require a lot of lan

Climate penalties to be built in to more debt issuances

To make net zero add up through carbon markets we need to learn from accountants

Banks begin to release their net zero transition plans

Code red for nature means that companies need to step up

Venture capital firms team up to cut carbon emissions

From Microsoft to private equity: Lucas Joppa on normalizing the 'planet economy'

Europe's green-energy push struggles to match US momentum

领英推荐

Investors defy Goldman, Wells Fargo and BoA in vote for climate plans

CBOE tells Goldman ETF it must find more investors

Climate change will keep inflation high, Norway's oil fund chief warns

Biden pledges $1 billion to UN climate fund and implores world leaders to act

Governors Island to be site of $700 million climate campus

Tech billionaires bet on fusion as holy grail for business

Small towns chase America's $3 trillion climate gold rush

Investors with radically different ESG views got in a room together. Here's what happened next.


Bigtech?

Apple's new savings account is convenient. Is that a good thing?

Microsoft agrees to stop bundling Teams with Office

Can Apple really help fix banking?

Big tech depends on AI shining through cloud haze

Elon Musk rolls out paywall for Twitter's data


Fintech??

Banking fintech funding slumps to lowest level since 2017

Revolut's place as UK's top fintech at risk after Schroder's writedown

Why customer centricity is crucial for fintech success

The changing landscape of cybersecurity in fintech


Blockchain / Crypto?

Crypto's cure for a shrinking customer base: Buy government bonds

Coinbase trading volumes fall as regulatory uncertainty weighs?

Coinbase to face established rivals in international push

Is the bitcoin comeback for real?

Visa staffs up for 'ambitious' crypto plans

Binance US calls off $1 billion deal to buy Voyager Assets

Coinbase sues SEC to force response to rulemaking petition

Venmo will enable fiat-to-crypto payments in May

Mastercard's head of crypto seeks more partnerships


Regulation / Compliance??

How US regulators can help community and regional banks address climate-related financial risks

SEC climate rules could decide whether US companies face tough EU law

ECB quizzes lenders over risk of Silicon Valley Bank-style losses

SEC's climate disclosure rule isn't here, but it may as well be, many businesses say

Debate heats up on SEC market structure proposals

Banks' use of ChatGPT-like AI comes under CFPB's watch


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

The hybrid innovation model: Merging corporate strength and startup agility

Measuring the true costs of innovation

5 overlooked ideation sources - and how companies can deploy them

15 effective ways to encourage and foster innovation in your business

17 effective ways tech leaders can build a culture of innovatio

Intellectual honesty is critical for innovation

Why your organization needs an aspirational P&L

Radical optionality


Personal Development / Leadership?

Why Giannis Antetokounmpo 'failure' speech is a viral phenomenon

This is what a good day looks like - according to Marcus Aurelius

All you need are a few small wins every day

The 1% rule: Why a few people get most of the rewards

The proven, reasonable and totally unsexy secret to success

10 reasons why you fail

Wrexham has had its Hollywood ending. So what happens next?


Podcasts / Videos??

Howard Marks: "Financial markets distress"

Fintech operator turned fintech investor: Frank Rotman of QED Investors

The Knowledge Project: Inside the mind of a famous investor - Marc Andreessen

Master Shi Heng Yi: The 6 tools to train the mind

Exchanges at GS: Navigating the trillion dollar path to a more sustainable economy

Turning the tables on Tim Ferriss: A conversation with Bill Gurley


Speeches / Communications

Margarita Delgado, Dep Gov of the Bank of Spain: "The role of central banks in sustainable finance"

Christopher Waller, Member of Board of Gov. Federal Reserve: "Innovation and the future of finance"

Francois Villeroy de Galhau, Gov of Bank of France: The role of central?banks in the 'macroeconomics of climate change'


Research Reports??

OW: The Renaissance of ETFs

BCG: The future is mainstream green

McK: Helping banks think like tech companies

Piecing together the extent of retail fractional trading

Regulating democratized investing

Brookings: Economic implications of the climate provisions of the Inflation Reduction Act

McK: Climate investing - Continuing breakout growth through uncertain times

WEF: Blockchain for scaling climate action

Central banks and climate change - Mission impossible?

FedRes: Climate Stress Testing

Systemic risks and regulation of bigtech - Too big(tech) to fail?

The rise of e-wallets and Buy-Now-Pay-Later

Distributed VC Firms: The next iteration of venture capital

State Street: Digital Assets Survey

SSGA: Climate VaR and Financial Value

The integration of world capital markets

A retail CBDC in Europe: the current situation and challenges

BIS: Mobile payments and interoperability

Stellar for Cross-border Business Payments

Digital Euro: An assessment of the first two progress reports

Research of the development of green CBDC

EY: 2023 Global Wealth Management Report

Houlihan Lokey: Asset Management - Q1 2023 Industry Overview

DB: Bye-bye cash, Hello digital payments

Demystifying consumer-facing fintech: Accountability for automated advice tools

KPMG: Venture Pulse - Q1 2023

Innovation in retail banking 2023

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