Finserv Reading - Week ending April 7, 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7日
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Banking

Banks are extending office loans. Are they also pretending?

Banks face $2 trillion of maturing US property debt over next 3 years

Chase launches Chase Media Solutions, a new digital media business connecting 80 million?US consumers with the brands?they love

JPMorganChase combines 3 lines of business under Global Banking

Citigroup cuts US tech banker jobs amid broad reorganization

BoA, Citi trim investment banking headcount in Asia

Deutsche Bank yo cut 18,000 jobs in overhaul

Morgan Stanley weights cutting 7% of Asia investment bank jobs

Barclays contemplates cutting hundreds of jobs in investment bank

Who is BaaS for?

Will open banking transform the future of finance?

Big US bank merger means big smiles all around

UBS to launch share buyback of up to $2 billion

Banks slam overdraft limits as violation of CFPB's own statute

ING shows the way to win in European banking

Is your head in the cloud when it comes to core banking?


Wall Street

Is Wall Street too focused on league tables?

Why the stock market keeps changing its story?

Global supply of equities shrinks at fastest pace in decades

The stock market's magnificent?seven is now the fab four?

The last mile (settlement day) is the hardest


Economy?

Rising oil prices reignite inflation fears

Red Sea shipping diversions are boosting airfreight volumes and rates

Snickers wars reveal the enduring perversity of human behaviour

The jobs numbers aren't adding up. Immigrationhelps explain why.

What's wrong with the economy? It's you, not the data

I'm an economist. Don't worry. Be happy.

How Gulf states are putting their money into mining

McKinsey's job cuts reflect a more cyclical future for consultants


Asset Management

A big trading shake-up that is about to hit fund managers

Larry Fink's faith in the power of markets needs some tempering

Mutual funds gather net inflows for first time since 2021

Technology can make buy-side traders more efficient

Goldman Sachs helps its clients launch ETFs

Goldman Sachs Asset Management survey finds cause for 'cautious optimism'


Wealth Management??

Wealth managers prefer generalist approach to technology exposure?

US wealthtech NewRetirement lands $20 million in Series A funding

Fee-for-service advisors charged more in 2023

iCapital to acquire reporting platform Mirador

LSEG sells wealth back office unit for $1.1 billion


Insurance

?Insurers are spying on your home from the sky

Scrapping the spreadsheet: start-ups take aim at an old insurance addiction

Insurers reap hidden fees by slashing payments. You may get the bill.

Swiss Re expert on the outlook for P&C


Real Estate???

?European house prices fall for first time in a decade

The newest home-buying puzzle: What to pay your real-estate agent?

Housing market predictions for 2024

Why Fitch thinks the coming commercial real estate crash could be worse than 2008

How large will losses be in commercial real estate?


Payments?

?Klarna challenges UK banks with transparent consumer user data revealing 95% of payments paid on time or early

Mastercard plans a network fee hike for later this month. Merchants aren't happy

Interoperability: Unlocking the future of cross platform payments

Credit card swipe fees are going down. Are points going with them?

Get ready for sneaky new credit card fees

Nearly 80% of Americans have incurred credit card fees


Venture Capital / Private Equity

?Bitcoin's surge stirs crypto VC from its slumber

Private equity stakes unloaded a a discount as investors seek exits

Dividends outstrip cash flows at Blackstone's flagship property fund

Venture capital reckons with the end of 'megafund' era

Tiger Global closes $2.2 billion fund well below its original target

That $2.5 trillion in PE dry powder? These businesses say they want some.


AI / ML

?What to know about tech companies using AI to teach their own AI

How tech giants cut corners to harvest data for AI

AI keeps going wrong. What if it can't be fixed?

How Google lost ground in the AI race

Will AI boost productivity? Companies sure hope so.

Google considers charging for AI-powered search in big change to business model

For data-guzzling AI companies, the internet is too small

The chess master trying to propel Google's AI push

AI in financial services presents bifurcation risk

Generative AI isn't ubiquitous in the business world - at least not yet

The biggest AI acquisitions by Apple, Microsoft, Meta and other big tech firms

Using AI to personalize wealth management at scale

Banks must prep for more scrutiny of AI

AI in asset management: Exploring a potential future


ESG / Climate Change

Is the fight against climate change losing momentum?

领英推荐

Is climate change increasing the risk of disasters?

Warming is getting worse. So they just tested a way to deflect the sun.

Preparing public health for climate change

The political economy of adapting to climate change

Big banks are 'quiet quitting' their climate promises

Stop saying climate change will destroy the world. The truth is far scarier.

Why Blackrock opted to 'transition' socially responsible strategies

Bank valuations at stake as EU splits with Wall Street over ESG

ESG's future in Asia

Assessing financial risk amid climate risk

Homeowners say climate change is destroying their home values

Nearly half of US homes at severe or extreme 'climate risk'


Bigtech?

?Big tech is trying to prevent debate about its social harms

Big tech has a big cash problem

The 19th century idea that could help fix big tech

Inside big tech's underground race to buy AI training data

Big tech's inside job


Fintech??

?Embedded finance market to be worth $22 billion by 2028

What should we expect to see from embedded finance in 2024?

Fintech representation in Y Combinator's demo days is definitely shrinking

Fintech playbook: Maximizing value through patents and partnerships

Fintech funding slows to the lowest level since 2017


Blockchain / Crypto?

Goldman Sachs clients note interested in crypto says CIO

Bitcoin-ether ratio flashes potential warning about crypto rally

Crypto has 'too many tokens' and mergers are coming

Quant momentum trade is hot again in crypto amid sharp reversal

What the bitcoin halving event could mean for crypto markets

Galaxy plans to raise $100 million for first crypto venture fund

The staying power of crypto's political machine


Regulation / Compliance??

?SEC accepts pause on its climate rule

Regulator probes Blackrock and Vanguard over huge stakes in US banks

Regulators force another Microsoft split

US and UK sign agreement to regulate AI models

US banking regulator warns 'open banking' could impact deposit outflows

Big tech payment apps are the 'holy grail' of surge pricing says CFPB's Chopra


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

?A "growth-at-all-costs" mindset can stall your company

CEOs, is your business strategy bold enough?

A growth strategy that creates and protects value

Leading a company that can thrive in a chaotic world

Mastercard invests in Hello Alice


Personal Development / Leadership?

?The big work lie: Being indispensable will save your job

Where have all the virtuous role models gone?

You need this practice in your life

These are 23 great rules to be a productive creative

Believing in yourself is overrated. This is better.

There is no such thing as normal - so stop waiting for it

How to optimize your daily decisions

How willpower works

3 career-building strategies for an increasingly complex world of work


Podcasts / Videos??

?Lex Fridman: Teddy Atlas - Mike Tysan, Cus D'Amato, Boxing, Loyalty, Fear & Greatness

Tim Ferriss: How to take radical ownership of your life and career - Claire Hughes Johnson

Howard Marks: This investor raised billions by making complicated ideas simple

Simon Sinek: How great leaders inspire action

Do you understand the problem you're trying to solve?

GS Exchanges: Capital Group's Rob Lovelace on long-term investing, succession planning and leadership lessons


Speeches / Communications

Michelle Bowman, Board of Gov. of the FedRes: "Bank M&A and DeNovo Bank Formation"

Michael Hsu, Acting Comptroller of the OCC: "Elevating Fairness, 2024"

Citadel: Ken Griffin's 2023 Year End Letter to Investors


Research Reports??

GSAM: Global Insurance Survey 2024

PwC: 2024 TransAct Middle East

HL: 1Q 2024 Growth Investor Survey

S&P Global: ETFs in Asset Owner Portfolios

AB: Private Equity - The Missing Pillar in Your Portfolio?

The ultimate guide to being a CVC

FIA/SIFMA: Asset Management Derivatives Forum Debrief

FCA: Using synthetic data in financial services

NYC Bar: AI and ML in Financial Services

Better Markets: AI in the Financial Markets

WEF: The Future of the Care Economy 2024

WEF: AI Governance Alliance Briefing?

EY: COP28 Key Takeaways for Financial Services

IMF: This is going to hurt - Weather anomalies, supply chain pressures and inflation

PIMCO: Diverging markets, Diversified portfolios

Oaktree: 2023 in Review

OW: Notable Private Equity Deals in Insurance

Mercer/OW: 2024 Global Insurance Investment Survey

McK: Navigating unknowns - Auto insurance questions in a new mobility era

EY: How GenAI changes the way CPG and retail operate

Deloitte: How to make the leap with GenAI

Deloitte: Emerging trends in digital assets

Deloitte: ISO 20022 - Preparing for US Adoption

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