Finserv Reading - Week ending August 18, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2024年8月18日
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Banking

KeyCorp deal could be a?model for regional banks

How Bank of America ignores its own rules meant to prevent dangerous workloads

For younger consumers payments is banking. Why that's trouble for traditional institutions.

UBS profit beats forecasts as investment bank shines

StanChart restructures: M&A team doubles while jobs are cut

Klarna jumps into banking business

Two-thirds of consumers approve data use for personalized baking

HSBC pledges to retain branch numbers

Amazon and Barclays launch co-branded credit card

Mastercard debuts enhancements to open banking program

What is embedded finance?

Why credit unions are buying banks?

Grab sees strong banking growth from digitally engaged Singapore

FDIC letter on interactive teller machines paves way for more branchless banking

Japan's SMFG lifts Jefferies stake to boost investment banking ops


Wall Street

Markets are way out of line with reality, according to these measures

The big risk for the market: Becoming an AI echo chamber

Markets might have recovered. Investors' nerves haven't.

Interactive Brokers further expands overnight trading

Market keen for global alignment of settlement cycle


Economy?

Can this country show Europe how to compete again?

US economy presents complicated picture as election nears

The US economy is slowing down. Will it swing the election?

With US economy humming, a quarter point will do

Home Depot issues a warning about the economy


Geopolitics

Tech?bros are betting they can help with a?war with China

Shipping chief warns of dangers of Trump presidency to trade

The use of economic statecraft to achieve geopolitical ends

Gold prices set new record on US rate cut hopes, geopolitical concerns

US geopolitical reach exceeds its industrial grasp

The US needs more than a critical minerals stockpile, it needs market infrastructure

Lawmakers' dodgy critical minerals designations won't boost clean energy

Brazil's potential role in diversifying US critical mineral supply

UK critical minerals sector warns on banks' aversion to commodities


Asset Management

Citadel and DE Shaw slashed Nvidia holdings ahead of market rout

Citadel's Ken Griffin has remade the hedge fund industry, with himself on top

Value investing is due for a big comeback

Is it time for hedge funds to take new measures in managing their market impact?

Buy side sees client engagement as key driver of investment flows

Institutions are deferring hedge fund investments until 2025


Wealth Management??

Retail investors are not panicking

Families advised to get governance right ahead of $83 trillion wealth transfer

Citi to sell off wealth unit's trust administration services

In wealth management, the retirement numbers aren't adding up

World on fire igniting 401(k) plans

The close relationship between financial planning and estate planning


nsurance

Cyber insurers are winners from the biggest ever IT outage

The uninsurable world: rethinking how to cover for climate damage

Exploring the forces reshaping the P&C insurance landscape

How telematics in insurance industry is revolutionizing businesses

Claims processing and settlement top innovation potential chart in innovation


Real Estate???

The share of million-dollar homes in America just hit an all-time high

Realtors resist changes in commissions

Cutting fees. Going it?alone. New rules are changing how we buy and sell homes.?

Why falling mortgage?rates aren't a quick-fix for frustrated homebuyers

So much about real-estate commissions just changed. Here's what to know.

Boomers buying homes had it bad in the '80s. Millennials have it worse.?


Payments?

Apple opens tap-to-pay to competitors, but can they take advantage?

The hottest club in town is...Run by your credit-card company?

Who pays for all those generous credit-card rewards?

BNPL battles

Credit card users struggle with inflation

Wise targets huge Indian remittance market


Venture Capital / Private Equity

Private-equity firms desperate for cash turn to a familiar trick

Softbank discussed AI chips tie-up with Intel to rival Nvidia

Automation is coming for private equity's junior roles

Investors see 'golden age' of private credit

Private equity targets financial services sector

Why private equity is going after retail investors


AI / ML

Alex Karp has money and power. So what does he want?

Eric Schmidt walks back claim Google is behind on AI because of remote work

Big tech's talent raids on AI start-ups sideline early investors

AI is about to boost power bills - who'll take heat for that?

How Elon Musk is using his empire to kickstart xAI

How AI is changing trading

Buy side plan to use AI for investment operations

The big trade-off at the heart of generative AI

AI in retail payments: On the way to enhance every transaction

How AI helped Schroders cut translation time by 80%

Ethical standards and AI in insurance

Prudential partners with Google Cloud to build the future of insurance with AI

AI on the brain at LPL's Focus 2024

Steve Cohen's Point72 looks to raise $1 billion for new AI focused fund

Microsoft: Navigating AI investments amid market volatility

Biggest US companies warn of growing AI risk


ESG / Climate Change

How booming electricity demand is stalling efforts to retire coal and gas

EV batteries costs dropped 90% in last 15 years?

Why we must innovate towards sustainable abundance

Moving beyond?ESG

How climate risk impacts discount rates - and what today's investors should know

EU, Calif. climate risk rules prompt companies to prepare

An unwelcome fast start to the US severe weather season

Securing copper supply: no China, no energy transition

Global electricity demand to rise - plus other top energy stories

The real green energy transition: Auto maker layoffs

Managing energy transition risks in a shifting political landscape

Battery technology and EVs take off: A timeline

Critical minerals price drop scares green energy investors

Geothermal energy provides gateway to sustainable future


Bigtech?

Cisco?Systems to cut 7% of staff in second round of job layoffs?

Big tech's bid to rewrite the rules on net zero

Why Apple is the big tech dark horse of adland

Big tech uses more electricity than entire countries

Byte-sized diplomacy: Wll governments reign in big tech?


Fintech??

UK fintech Revolut valued at $45 billion

5 trends of unicorn fintech companies

How today's fintech CEOs steer clear of pitfalls while growing their companies

The impact of fintech on payday loans: Revolutionizing short term lending

Big deals dominate the fintech sector this week


Blockchain / Crypto?

Goldman Sachs holds the most bitcoin ETF shares among US investment banks

Blackrock overtakes Grayscale by AUM for listed crypto products

Crypto Autumn: Has the revolution been crippled for good?

The wild west of crypto: An insider's story

Mastercard and MetaMask team to launch crypto-to-fiat card

Coinbase enters the bitcoin DeFi arena

Franklin Templeton files S-1 for new crypto index ETF

Crypto funding grows to $2.7 billion in Q2 despite fall in total deals


Regulation / Compliance??

Dozens of financial groups to pay nearly $400 million in SEC texting probe

Firms hit with more than $475 million in fines for failing to monitor traders texts

How hedge funds are fighting back against the SEC's 'aggressive' agenda

Australian regulator sues stock exchange over botched blockchain upgrade

Regulatory penalties for global financial institutions rise 31%

Agencies roll out initiative making it easier to click unsubscribe button

Asset managers and rating agencies brace for next round of SEC texting fines


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

How CNH's 'black belt' M&A head makes deals

Most managers are stuck maintaining the status quo. This is the mindset shift needed to break free

How innovation can accelerate industry momentum

What's driving the future of innovation at credit unions?

The legacy company's guide to innovation


Personal Development / Leadership?

You're only as smart as your emotions

What leaders can learn from training like an Olympic archer

How to manage feedback like an Olympic athlete

Strokes of genius

How to disagree

Always try to do it the hard way

Life happens in public. Get used to it.

13 life-changing habits to try and do every single day


Podcasts / Videos??

David Rubenstein: with David Solomon, Chairman and CEO, Goldman Sachs

Rishi Sunak and Elon Musk: Talk AI, Tech and the Future

GS Exchanges: The case for a tech comeback

McK: The key to accelerating AI development? Pragmatism plus imagination

The key to Abraham Lincoln's leadership

Exceeding expectations: Will Guidara

The Cato Inst.: A conversation with Elon Musk


Speeches / Communications

Michelle Bowman, Member of the Board of Gov. of FedRes: "Update on the economic outlook, and perspective on bank culture, M&A, and liquidity"

Pierre Wunsche, Gov. of the National Bank of Belgium: "Beyond hawks and doves - trying to get it right in an uncertain world"


Research Reports??

?BIS: Are low interest rates firing back??

OW: Immediate implications of the ECB BCBS 239 Guide

BCG: GenAI can't scale with Responsible AI

McK: Shiny objects - Insurance productivity in an era of AI and automation

McK: US banks' commercial deposits are back on a path to growth

McK: The hard stuff - Navigating the physical realities of the energy transition

MS: The BEAT - August 2024

FT: The 2024 US presidential election's potential impact on the energy transition

The untapped potential of 'repurposed energy'

Vanguard: Considerations for index fund investing

Vanguard: Considerations for active fund investing?

UBS: Hedge Fund Solutions - Q3 2024

MS: 2024 Annual Sustainable Finance Summit Overview

Mercer: Top investment considerations for alternative investments 2024

HL: Fintech Market Update - Q2 2024

US PE/VC Benchmark Commentary

Apollo: Portfolio allocation views - The search for risk premia

KPMG: 2025 - The year of regulatory shift

KPMG: GenAI Survey - August 2024

Tokenizing Precious Metals

Google Cloud: The ROI of GenAI

Are we there yet? The realities of AI use in banking and financial services

The AI Risk Repository

Digital Wallets - Beyond Financial Transactions

MIT: Reimaging cloud strategy for AI-first enterprises

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