Finserv Reading - Week ending August 25, 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25日
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Banking

TD Bank sets aside $2.6 billion for US money laundering probe

Elon Musk's Twitter takeover is now the worst buyout for banks since the financial crisis

Shadow banking drives a rural Kentucky lender to the brink

Japanese megabank SMFG got thrown out with the bath water

JPMorganChase UK aims for 2025 profit amid digital banking growth

Regional banks pursue mergers and acquisitions to enhance competitiveness

The unbundling of core banking

What's on the horizon for self-service banking?

The Capital One-Discover deal is huge for credit cards - but what about banking?

USAA CEO to retire in 2025

Private credit managers are helping banks keep risky clients

TD's US retail bank is a drag on stock price, profitability

Monzo tops banking satisfaction league

How banks offload risk from their balance sheets

Exploring the future of ASEAN banking at the Temenos regional forum

Banks to curb lending for shipowners who put seafarers' welfare at risk


Wall Street

Shifting states: What stock prices tell us about US corporate moves

Billionaire liquidator hunts for capital to build a merchant bank

The markets safety net may be snagged, but it held

What happened to the wisdom of the bond markets?

While the public awaited jobs data, Wall Street firms got a look


Economy?

China says 'please stop buying our bonds'

Seven reason why the US economy will not fall into recession

US added 818,000 fewer jobs than thought

Armed conflict is stressing the bones of the global economy

The China hangover is here

US slows a little but global economy proves resilient?


Geopolitics

World's largest uranium producer slashes production target

The US-backed railway sparking a battle for African copper

Global trade needs a China alternative. India needs better ports.?

Plunging iron ore prices wipes $100 billion off leading miners' market value

The appetite for US defense tech is growing?

What are China and Russia doing in Africa?

A $2 trillion reckoning looms as ports become pawns in geopolitics

Geopolitical chess: Europe's new semiconductor plant aims to reshape industry landscape

'Connector' countries in a geoeconomically fragmented world

The West's next challenge is the rising axis of autocracies?


Asset Management

Asset managers seek deeper partnership with index providers

ETFs industry adds record new product listings

Franklin Templeton shares sink after top bond investor takes leave amid probes

Nearly $90 billion pours into US money market funds ahead of expected rate cuts

Unlocking the secrets of New Zealand's super-duper sovereign wealth fund

Morningstar: One-fourth of index funds have changed their target index at least once

Goldman CTO leaves for Citadel


Wealth Management??

A time-honored strategy puts your retirement at risk of financial ruin

Charles Schwab wants to fix its struggling bank. Investors are skeptical.?

The founder building a wealth management product her grandmother would have loved

How new IRS rules, presidential race will affect wealth management

The new state of advice

Messing up the closest thing to a sure thing in the stock market


Insurance

Underwriters, underwriting and risk - what does the future hold

How digital transformation is redefining the insurance industry

How insurance innovation is transforming fintech

Reinsurers meet the cost of capital for first time since 2019

US insurtech investment activity in freefall as funding declined 78% YoY


Real Estate???

Five housing issues motivating young voters

The new etiquette of negotiating with your real-estate agent

US home sales edged up in July. Prices?still?near record highs.?

China's $70 billion property rescue plan limps off starting line

Real estate forecast next 5 years; Top 5 predictions for future


Payments?

Revolution in the European instant payments landscape

Majority of Venmo, PayPal users report being scammed

A look at PCI compliance and new data security standards

Mastercard to cut around 1,000 jobs

Mobile debit cards are ramping, but the economics for issuers are in flux


Venture Capital / Private Equity

Saudi wealth fund brings era of easy?money to an end

Venture capital has an exit problem

Start-up failures rise 60% as founders face hangover from boom years

Softbank, SK and LG to join $130 million AI fund targeting Asia's growing tech startups

How do VCs think and what's the best start-up pitch?

California weighs blocking private equity health deals


AI / ML

What comes after the AI crash?

AI won't give you a new sustainable advantage

Big tech wants AI to be regulated. Why do they oppose a California AI bill?

Artificial intelligence is losing hype

How artificial intelligence is transforming logistics

Why AI models are collapsing and what it means for the future of technology

How small businesses are using AI as a growth engine

BBVA doubles AI staff numbers

AI-powered coding pulls in almost $1 billion of funding to claim 'killer app' status

OpenAI joins opposition to California AI safety bill

The data that powers AI is disappearing fast

Softbank courting TSMC for AI chip project after talks with Intel fell apart

The economics of GPUs: How to train your AI model without going broke

How AI can help start small businesses

These new AI bots will do just about anything for you

We finally have a definition for open-source AI

Input coffee, output code: How AI will turn capital into labor

GenAI takes priority for asset managers as ESG excitement cools


ESG / Climate Change

Carbon emissions from AI and crypto are surging and tax policy can help

Most climate policies don't work. Here's what science says does reduce emissions.

Blackrock's support for ESG measures falls to new low

Clean fuel startups were supposed to be the next big thing. Now they are collapsing.

Companies haven't abandoned sustainability. They're just talking about it less.?

11 looming climate tipping points that imperil our planet

Why Democrats are so quiet on climate change right now

Harris goes light on climate policy. Green leaders are OK with that.

Best case scenario for climate change is now 1.6C of warming

Securing critical energy transition minerals for a net-zero future

Africa's mineral deposits can power the energy transition

A stalling energy transition: Why are US utilities lagging?

The role of battery storage in the energy transition

America's home insurance time bomb

A climate change storm is coming. Here's how to prepare.


Bigtech?

How a?law that?shields big tech is now being used against it

US tech groups' water consumption soars in 'data center alley'

How US big tech monopolies colonized the world: Welcome to neo-feudalism

The biggest layoffs in tech so far in 2024

Cloud power; Big tech companies grip on AI and startups


Fintech??

The rise of fintech families

Jack Henry sees annual profit above estimates on strong fintech demand

7 fintech trends that banks should be watching now?+ 8 more to anticipate

Fintech shutdowns, Klarna's move into banking and which companies are hiring

As fintechs stumble, a new breed of 'techfins' move to the fore


Blockchain / Crypto?

Digital asset managers to consolidate

Sam Altman's Worldcoin is battling with governments over your eyes

Custody giants State Street expands crypto services in new partnership

Crypto's shiny new political machine

The future of DeFi

Sony starts own blockchain 'soneium'

L2 centralization poses dangers for blockchain

11 critical moments in Ethereum history that made it the No. 2 blockchain

How blockchain is enhancing efficiency and transparency in finance


Regulation / Compliance??

Changes to Reg NMS likely before US election

California AI bill is amended; vote is expected by end of August

Judge tosses FTC ban on non-compete agreements

A California bill to regulate AI causes alarm in Silicon Valley

Regulators are focusing on real AI risks over theoretical ones. Good.

Blockchain industry pushes back against SEC's sweeping audit trail regulations


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

Why competing with tech giants?requires finding your own edge

There really is a "sales gene"

The legacy company's guide to innovation

When data-driven decision-making can go wrong

How to build consensus around a new idea


Personal Development / Leadership?

Please don't do this to yourself

What employees say matters most to motivate performance

The importance of knowing your team

New rules for teamwork

Why leadership teams fail

Tom Brady and the art of leading teammates

What high achievers need from their mentors

How "impossible" goals can change your life

Redefining and simplifying leadership


Podcasts / Videos??

TKP: April Dunford - Perfecting your product's positioning

The Memo: Howard Marks, Oaktree Capital "Mr Market Miscalculates"

Acquired Podcast: Renaissance Technologies

The Palantir Interview: with Joe Lonsdale and Dr Alex Karp

The?Joe Rogan Experience: with Peter Thiel

Bill Ackman: The bold risks and controversial bets that shook Wall Street

Josh Wolfe (Lux Capital): Predictions on emerging technologies, AI and the future of VC


Speeches / Communications

Pershing Square: Mid-year 2024 Update

Jerome H Powell, Chairman of FedRes: "Review and Outlook"


Research Reports??

?Visa; The embedded lending opportunity? 2024

UN; Mind the AI Divide

CitiGPS: Unleashing the Power of Treasury

YC: The Startup Playbook

Geoeconomic fragmentation of "connector" countries

Lazard: The Geopolitics of Supply Chains

MS: Key Themes for the Second Half of 2024

PGIM: On the Markets - 3Q 2024

FT: Alternative Investments - Mid Year Outlook

The Economic Effects of Private Equity Buyouts

GS: How Investible is Europe?

Accenture: It's time to rethink private equity due diligence

Accenture: Reinventing with a Digital Core

Accenture: Reinventing M&A with GenAI

OW: Linking customer experience investment to real business outcomes

McK: The versatile leader - How learning to adapt makes CEOs better

Gartner: 2024 Emerging Risks Report

GenerativeAI in the Enterprise

Deloitte: State of GenAI in the Enterprise - 3Q24

IMF: Programmability in Payment and Settlement

DB/NT: The Road to Institutional DeFi

PIF: Invested in Better - 2023

55 Classic Apple Ads Every Marketer Should Study

Convera: Fintech 2025+

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