Finserv Reading - Week ending December 22, 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12月22日
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Banking

Europe must decide on the banking union

Revolut backers offload almost $1 billion of stock

Chime files for IPO

UK neobank app downloads surpass legacy banks for the first time

NAB sets five year goal to phase out passwords

Third quarter trading revenue increases 25%

A running list of BaaS banks hit with consent orders in 2024

Sainsbury's to phase out banking operations

Founders of Skip want to bring Canadian banking into the 21st century

How Latin America's new banks are rewriting the rulebook

Oaknorth: London challenger bank readies for US expansion as New York office authorized

Can Santander take on Canada's big six?

Banking and payments experts share sector forecasts for 2025

Scotiabank needs regulatory nod to raise stake in KeyCorp

Fifth Third's Dan Dall'Asta on how Newline structures BaaS partnerships

Morgan Stanlley expects favorable environment for lenders in 2025

Understanding embedded finance and the growth of white-label neobanking

JPMorgan CEO: Europe needs pan-European banks

Asian banks may be ill-equipped for demands of real-time payments


Wall Street

Wall St, is making irrelevant predictions, again

Inside Wall Street's booming $1 trillion 'synthetic risk transfer' phenomenon

Retail investors reshape financial markets: How Wall Street is catching up

India's Sebi signals extension of algo trading to retail investors


Economy

Bracing for a Fed pullback

Will the Fed keep cutting in 2025?

Argentina's economy exits recession in milestone for Javier Milei

The ECB cannot pretend any technocratic purity

Is that economic forecast you just heard reliable?


Geopolitics

The unlikely ingredient that could end US dependence on Chinese batteries

Wall Street eyes 2025 volatility spikes on Trump tariffs, geopolitics

The geopolitics of cables: US and China subsea war

Sheltered: Implication for geoeconomic fragmentation for South Asia

Navigating geopolitical risk and the global impact of the US election

World leaders on speed-dial: How Elon Musk is causing geopolitical tremors

Macro outlook: How geopolitics will drive markets in 2025

The United States must revisit the basics of geostrategy

The biggest geopolitical conflicts Trump will have to deal with

EV industry faces supply chain strain over critical minerals

Are European stock markets more vulnerable to geopolitical shocks?

Climate, technology and geopolitics lead 2025 risks - Beazley CEO


Asset Management

The relentless advance of American asset managers in Europe

Hedge funds from East join Western peers in booming Mideast hubs

Tech-loving hedge funds have a crush on utility stocks

Hedge funds chasing 'dumb money' by targeting mini-millionaires

Blackrock sees wealth management allocations driving private markets' $20 trillion surge


Wealth Management??

Are you ultrarich, rich or merely affluent? It makes a big difference for your bank

StanChart targets $200 billion in new wealth assets over next five years

Europe's wealth management edge: Lessons for US firms

Eight takeaways from the 2024 driving firm growth study

ETFs will pass mutual funds in RIA portfolios by 2026


Insurance

Endemic discontent leaves little sympathy for US health insurers

Insurtech Root now covers 77% of US

Are insurtechs overlooking the basics of fraud detection?

Why captives will disrupt the insurance industry in 2025

Why it's so important for insurers to manage financial market risk


Real Estate???

Existing home sales in the US hit a 20-month high

The housing affordability crisis is going global

Is the American dream of homeownership still within reach?

NYC's top offices spark a Wall Street frenzy as others sit empty

Commercial real estate can no longer ignore its problems


Payments?

JPMorgan, Bank of America and Wells Fargo sued over alleged payment fraud

Real-time payments projected to boost India GDP by $76.5 billion

Capital One receives approval for acquisition of Discover

Visa completes acquisition of Featurespace

Buy now, suffer later

Morgan Stanley taps Wise platform to accelerate cross-border settlements


Venture?Capital / Private Equity?

You're invited to Wall Street's private party. Say you're busy.

Big bets on AI point to venture capital industry's shift

Databricks raises $10 billion in the biggest US venture deal this year

After a period of hibernation, is life returning to the PE exit market

Private equity faces an exit problem in Europe as bigger deals beckon

M&A drought leaves bankers at the mercy of private equity firms


AI / ML

AI's assault on our intellectual property must be stopped

The next great leap in AI is behind schedule and crazy expensive

Sam Altman-led nuclear startup signs major AI power supply deal

Microsoft acquires twice as many Nvidia AI chips as tech rivals

AI poses threat to North American electricity grid, watchdog warns

UK looks at forcing greater transparency on AI training models

Bosses struggle to police workers' use of AI

Even under Trump, AI governance is here to stay

Google Cloud predicts four ways that GenAI will transform financial services

Outlook for 2025: It's all about AI

Making AI payoff in global banking

How insurers are using AI to plug leaks in the claims cycle

Banking needs a calm discussion over AI

AI governance in financial services: A board-level imperative

Can ChatGPT deliver better financial advice than a human?

The role of brokers in an AI-driven insurance landscape


ESG / Climate Change

Climate politics could be about to go into reverse

Thought ESG was hard to define? Try its antithesis

Wells Fargo says it is quitting climate finance group for banks

Are investors falling out of love with ESG?

Blue chip companies are ditching ESG terms from their loans

领英推荐

EU faces internal pressure to modify ESG investing rulebook

How ESG will likely move forward under Trump

New data reveal climate change driven insurance crisis is spreading

How disappearing Antarctic ice fuels climate change reaction

Climate change could trigger more earthquakes, study suggests

What is the latest science on climate change?

Three pieces of good news on climate change in 2024

Walmart says it is likely to miss 2025, 2030 climate change targets

State of Europe's environment

Six highlights of the global energy transition in 2024

Net zero transition requires a $30 trillion investment for hard to abate sectors


Bigtech?

His startup is now worth $62 billion. It gave away its first product free.

Apple plans thinner, foldable iphones to revive growth

My one big tech fueled prediction for 2025: Big data is back

Big tech will scour the globe in its search for cheap energy

Why Google and Meta are partnering with geothermal startups


Fintech??

Digital banking startups are hot again

Walmart's fintech One is poised to take off in 2025

Fintech predictions for 2025

A bowl of cards

Why 2022-24 fintech winter may finally thaw in 2025


Blockchain / Crypto?

MicroStrategy's 'financial engineering' powers ascent Nasdaq 100

Kraken decries crypto de-banking amid Metro Bank ban

Europe gears up for new crypto rules

Brevan Howard and Galaxy Digital cash in on crypto boom

75% of crypto funds struggle with accessing banking services

Blackrock says bitcoin deserves a spot in your portfolio

As bitcoin soars, luxury brands consider accepting crypto payments

$2.2 billion stolen in crypto in 2024 but hacked volumes stagnate

Crypto ownership growth by region

10 crypto predictions for 2025


Regulation / Compliance??

Regulating AI: Getting the balance right

Trump mulls big changes to banking regulation, unsettling the industry

OCC slaps USAA over failure to fix flaws in several areas

The SEC's approach to private funds evolves in 2024

The SEC lives under new leadership - what to expect

CFPB releases long-awaited proposed amendments to Regulation V to regulate data brokers


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

Want your company to get better at experimentation?

Kick-start your reinvention

The dynamic capabilities of David Teece

10 principles of organization design


Personal Development / Leadership?

The secret to building better habits in 2025

How to get out of a gloomy mindset

Just because you want to lead doesn't mean you should

Leaders shouldn't try to do it all

To build trust with employees, be consistent

Embrace constant reinvention. It's the only way to speed up.

Things aren't done until they're #donedone

Hope is not a strategy

You know who's in charge of your development? YOU

Environments for high performing teams


Podcasts / Videos??

Blackstone's 2024 Holiday Video

GS Talks: Interview with Nicolai Tangen, CEO of Norges Bank

Palantir CEO Alex Karp discusses his book The Technological Republic with Stanley Druckenmiller

In Good Company: Interview with Adena Friedman, CEO of Nasdaq

Why strategy always beats talent (w. Seth Godin)

TKP: Charlie Hoehn - Write something people want to read

a16z: Jack Henry is modernizing banking infrastructure with Ben Metz


Speeches / Communications

Sarah Hunter, Asst Governor, Reserve Bank of Australia: "Shedding Light on Uncertainty - Using Scenarios in Forecasting and Policy"

Denis Beau, First Dep. Gov of Bank of France: "Masting AI in the financial sector - let us collectively rise to the challenge!"


Research Reports

State of Crypto - Market Outlook 2025

BIS: CBDCs and fast payment systems

McK: Building geopolitical resilience - The people agenda

L&G: The future of private markets 2024

GS: 2025 M&A Outlook

GS: AI Data Centers

KPMG: AI in finance

FCA: Regulating Crypto Assets

BoC: Familiarity with Crypto

SCB: Stablecoins - The first killer app

BIS: Technology for the Planet

Blackrock: Global Outlook 2025

JPM: The year of living dangerously

KPMG: Renewable Energy Outlook 2025

Freddie Mac: December Outlook 2024

KKR: 2025 Outlook - The glass still half full

ING: Commodities Outlook 2025

Allianz: Global Economic Outlook - Q4 2024

LordAbbett: 2025 Investment Outlook

Lazard: Global Outlook 2025

Apollo: Private Credit - December 2024

CG: Data Powered Innovation

CG: GenAI and Cybersecurity

CG: Data Protection

CG: GenAI on software coding and unit testing

CG: Riding the next GenAI wave

CG: Evolving times, evolving solutions

Digital Banking Trends 2025

AI Regulation and Blockchain

US Congress: AI Task Force Report

Deloitte: Tech Trends 2025

Coinbase: Institutional Crypto Market Outlook 2025

Digital Wallets

Swift: Unlocking the potential of digital asset securities

EBA: 2024 Report on Payment Fraud

Bitwise: 10 Crypto Predictions for 2025

WEF: Navigating the AI Frontier

International Practices in Mitigating Faster Payments Fraud

OW: Rewiring The Financing Machine

McK: A proactive approach to navigating geopolitics is essential to thrive

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