Finserv Reading - Week ending December 31, 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12月31日
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Banking

Mind the valuation gap at Citi

Rates, regulators and investment banking: Ted Pick's in-tray at Morgan Stanley

JPMorgan takes almost a fifth of US bank profits

Banking crisis plays out at America's smallest lenders

Banks shed 60,000 jobs in one of the worst years for cuts since financial crisis

When your bank rediscovers the case for human contact

The building blocks of a competitive banking industry: Digitization, innovation, collaboration and sustainability

Bank of America's bet on trading is paying off. Why don't investors care?

Wall Street banks want to forget about 2023. But 2024 may not be much better.

The state of deals

Goldmans' partnership is too much of a good thing

Why bank regtech spending will increase in 2024

US banks hit by regional banking crisis, as Europe's banks recover

Trends 2024: Four banking growth strategies for a challenging year

America's Credit Unions prepare for launch

Morgan Stanley's straight-talking new CEO Ted Pick taking charge


Wall Street

Global stock markets record best year since 2019

How I, and everyone, else got 2023 so wrong

What did Wall Street get right about markets this year? Not much.

Global dealmaking drops below $3 trillion for first time since 2013

Asian retail traders help drive 24-hour market for US stocks

IPO race: Nasdaq set to best NYSE again

Goldman Sachs: One of six companies in the S&P 500 current has an activist invested

The great speculative era on markets is hard to kill

What could go right (and wrong) in the markets next year


Economy?

What to expect from the global economy in 2024

All-Canada executive team: It's all about rebuilding supply chains

Massive layoffs?are coming in 2024

Central banks rethink forecasting after failures on inflation

Global defense order surge as geopolitical tensions surge

Hapag-Lloyd to continue avoiding Red Sea despite US-led naval deployment

How China manages its currency - and why that matters

The art of superforecasting: how FT readers fared against the experts in 2023


Asset Management

10 asset management trends? to know for 2024

Shrinking revenue, exacting clients and AI: This will be asset management in 2024

Stampede into money market funds sparks fee bonanza for asset managers?

Fund management chiefs say profitability will be key in 2024


Wealth Management??

JPMorgan to shutter robo-advisor

Private bankign and AI in 2024: Best of friends?

Where did Americans put their money this year? Everywhere.

10 predictions for 2024

The word on wealthtech for January 2024


Insurance

2023: Insurtech in review

2023: A roundup of new insurance ventures

10 ways tech improves underwriting decisions in insurance

Auto insurers can go with the flo

For independent agents and brokers, 2024 will be about value


Real Estate???

Powerful realtors group loses its grip on the industry

Lawmakers want to stop hedge funds from buying up homes

Most homes for sale in 2023 where not affordable for a typical US household

This 'magic number' for mortgage rates will thaw the housing market and will allow prices to drop, DoubleLine says

Financial disaster risks loom over US commercial real estate


Payments?

Elon Musk says X will launch payment services by mid-2024

FedNow delivers the jolt the US payments landscape sorely needs

MoneyGram invests in InterStellar to expand digital payments in Latin America

Assessing the state of cross-border payments ecosystem in 2023

Nearly 40% of high-income consumers use pay later plans


Venture Capital / Private Equity

VCs are optimistic about 2024 fundraising. Exits are a different story.

'This can't go on for much longer.' Private equity's deal lament

Latam fintechs expect greater VC investments in 2024

How Softbank made venture capital go wrong

The Pentagon road to venture capital


AI / ML

Turning GenAI magic into business impact

How much can AI improve human performance

The AI revolution's first year: has anything changed?

The next act for generative AI

New York Times sues Microsoft and OpenAI alleging copyright infringement

OpenAI board gets veto power over AI model launches

A new generation of AI tools and models is emerging

Year in a word: LLM

AI's quest to transform corporate finance meets hurdles

AI is ravenous for energy. Can it?be satisfied?

Sam Altman's OpenAI protected by Silicon Valley friends


ESG / Climate Change

2023: A strange, tumultuous year in sustainability

领英推荐

Finance executives hope certainty is ahead on ESG disclosures

Insurers seek shelter from climate change storm

States keep proving that climate action works

2023: A year of pivotal climate and clean energy wins

Homeowners move to climate-vulnerable areas

How Wall Street reckoned with climate change in 2023

2024 maybe the hottest year in recorded history

The foods the world will lose to climate change

Is climate change speeding up?

Climate change and health: The final frontier

Record-breaking heat, wildfires and storms globally linked to climate change

Ray Dalio commentary: The 4th big force - climate change


Bigtech?

America's startup boom is stretching beyond Silicon Valley

Big tech outspends venture capital firms in AI investments frenzy

Apple's AI research signals ambition to catch up with Big Tech rivals

Deepwater: Apple will acquire Peloton in 2024

Prominent investor foresees a lot of big tech acquisitions in 2024


Fintech??

Asia Pacific Fintech in 2024: A balanced vision

An outlook for the UAE fintech market in 2024

Get paid to save: 2 fintech companies will match your IRA contributions

Finance industry's predictions for 2024: Insights from experts


Blockchain / Crypto?

How a big, messy 'clean-up' in crypto could pave way for a more regulated, mature market in 2024

Four crypto developments to watch for in 2024

Crypto users lost $2 billion to hacks, scams and exploits in 2023, DeFi says

How two of the biggest crypto billionaire CEOs proved the critics right

Privacy coins Zcash and Monero face delisting by crypto exchanges

Crypto hedge funds have rallied in Q4

Before bitcoin: Precursors and early forms of blockchain

Revolutioning land management with blockchain technology


Regulation / Compliance??

How the US Justice department became top cop in the crypto 'wild west'

US mutual fund industry pushes back on SEC pricing and liquidity plan

CFPB aiming to regulate non-bank payment providers

'Wall Street braces for more SEC scrutiny of AI, private funds

How the SEC's Bitcoin ETF cash requirement squeezes out trading firms

Big battles loom in SEC's war on crypto

NYDFS issues guidance for responding to climate-related risks


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

VentureFuel shakes up corporate VC with no equity approach

Three things I've learned from leading a global innovation program

How to turn shadow IT into a culture of grassroots innovation

The making of a corporate athlete

When growth stalls


Personal Development / Leadership?

Forget new year's resolutions - make a '24 for 2024' list instead

This is the word I'm trying to live by this year

Why ego is the greatest opponent to your creativity and success (and how to fight back)

5 deadly kinds of ego that prey upon your success

24 books to hone your strategic mind

The easiest way to live a short, unimportant life

7 ways to retain more of every book you read

9 new year's resolutions for leaders in 2024

For happiness in the new year, stop overdoing everything


Podcasts / Videos??

Mike Novogratz on the Fed pivot, stocks, geopolitics, and bitcoin

The return of geopolitics rivalries?and realignments in the new century

Think fast, Talk smart: Building trust and connection - How to lead with vulnerability

Master change: Evidence-based tools to optimize transitions

Lex Fridman Podcast: Jeff Bezos on Amazon and Blue Origin


Speeches / Communications

FDIC Chairman Martin Gruenberg on 3Q23 Quarterly Banking Profile

Christine Lagarde, President of the ECB: "Europe: Banking on Resilience"


Research Reports??

?Deloitte: Global Technology Leadership Study

PwC/HBR: Evolving the CISO Role

IIF/EY: Annual Survey Report on AI/ML Use in Financial Services

The Alan Turing Inst.: AI in Finance

PwC: Impact of AI on Fraud and Scams

Lecture Notes on Machine Learning

UK Parliament: AI Explainer

FSB: Global Monitoring Report on NBFIs

Banking Technology Magazine - Dec/Jan 2024

EY: Global Financial Regulatory Outlook 2024

Office of Financial Research: Annual Report 2023

BIS: Scaling Climate Action

JPMorgan: Biennial Alternative Investments Review

Liquidity provision in a one-sided market: The role of dealer-hedge fund relations

Mercer: The state of alternative investments in wealth management in 2023

Reconfiguration of the geopolitical map; Challenges and perspectives

BCG: In insurance, GenAI can transform the finance function

JPMorgan: Investing Reconfigured - Outlook 2024

Citi: Wealth Outlook 2024

Carta: State of Startups 2023

Banking in India: Trends and Progress

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