Finserv Reading - Week ending February 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2月18日
+ 关注


Banking

US banks face $35 billion hit from 'Basel Endgame,' says Oliver Wyman

PNC to spend $1 billion on branch network

Viva Wallet acquisition turns sour for JPMorgan as lawsuits filed

European banks are challenging the challengers

Monzo reaches nine million customer milestone

The man who tamed the world's most troubled bank

Real estate pain for US regional banks is piling up, say investors

Why you banking app might spell trouble for your bank

StanChart weighs breaking up corporate, investment bank

Greenlight Capital doubles down on regional banking amidst uncertainty

How banks are leveraging APIs to improve both digital and in-person banking services

More banks embrace unified digital platforms and API accessibility

TikTok's ByteDance bids for Singapore banking license

Cardlytics: Revolutionizing digital advertising with consumer banking data

Digital changed how consumers bank - data will evolve them

BoA clients had a record 23.4 billion digital interactions in 2023


Wall Street

Inside European finance's most secretive society

Finance wants consolidated communications channels

Euronext boss 'optimistic' IPO market will come back in 2024

A comeback for European IPOs?


Economy?

Wyoming hits the rare-earth mother lode

America now has a high-pressure economy

World's major economies fall behind US

Why US economy is powering ahead of Europe's

UK economy slips into recession, official data shows


Asset Management

Active managers' attacks on sustainable passives miss their mark

Why Jane Street wins and keeps winning over and over again

Investors pay higher hedge fund fees for first time in a decade

Active managers are underperforming but that won't last long

Blackrock opens proxy voting platform to millions of retail investors


Wealth Management??

Morgan Stanley is laying off several hundred in wealth management division

LPL's deal with Atria reinforces the power of scale

Vista Equity hired KKR's Parant to further private wealth push

Wealth management firms start off 2024 with M&A bang

These teen agers know more about investing than you do


Insurance

The top 10 insurance industry predictions for 2024

How insurance companies are working strategically to recruit Gen Z

Digital platforms bring customer satisfaction to insurance

Silicon Valley needs to accept that insurance is boring

How selling insurance became one of the worst jobs in California


Real Estate???

Realtors are in?crisis - and home buyers could be the winners

What mortgage bonds say about the office meltdown

Cash-flush buyers dip into distressed commercial real estate

A painful reset in commercial real estate

Housing market hits troubling milestone

Tougher rent laws are behind trouble at NYCB


Payments?

How and why do consumers use "buy now, pay later"?

Credit card data: Small issuers offer lower rates

ACH Network records strong growth in 2023

Checkout.com hit by GBP 100 million in losses


Venture Capital / Private Equity

Sequoia looks to ousr Michael Moritz from Klarna in boardroom dispute

Carlyle sets new profit and growth targets as private equity firm woos industry

Private equity chiefs enjoy $40 billion gain in share value as assets surge

What boards of public companies can learn from private equity

The best performing private equity funds share these two attributes


AI / ML

Nature and Nurture: The Coinciding Evolutions of Humans and AI

How genAI will change asset management

Can OpenAI create superintelligence before it runs our of cash?

AI is starting to threaten white-collar jobs. Few industries are immune.

AI in finance: The promise and potential pitfalls

As AI upends recruiting, job seekers need a waze app for careers

The social cost of algorithmic management

The generative AI revolution is transforming how banks work

How financial institutions are using AI tools

Meet the AI serving customers at United Bank

Boosting credit risk assessments in banking with AI

GenAI: Banking's best offense in challenging times


ESG / Climate Change

Pimco joins exodus from climate investor group

An ESG asset manager exodus

JPmorgan and State Street quit climate group as Blackrock scales back

Flagship climate finance scheme struggles to raise capital

领英推荐

The uninsurable world: what climate change is costing homeowners

How climate change can supercharge snowstorms

Climate change and digitalization: The cost of inaction

America's ESG hiring boom is starting to cool

Blackrock's ESG business is global leader thanks to passive funds

No, ESG and DEI don't just have a branding problem

Nearly half of companies still using spreadsheets to manage ESG data. KPMG survey

German asset managers question ESG data and rating services

US state pensions risk savings by ignoring climate risks

Banks must prepare for climate change

Basel Committee to incorporate climate risk into banking supervision


Bigtech?

How hardware is (still) eating the world

Early adopters of Microsoft's AI bot wonder if it's worth the money

Tech companies axe 34,000 jobs since start of year in pivotto AI

Temenos shares plunge on damning report

The antitrust enforcers aimed at big tech. Then came the backlash.


Fintech??

Maybe we'll finally see a fintech IPO in 2024

Fintech is disrupting cross-border payments

The role of fintech in unsecured consumer lending to low- and moderate-income individuals

Clearing firm Apex Fintech confidentially files US IPO

Lessons from a year of fintech


Blockchain / Crypto?

Bitcoin's market cap breaks $1 trillion, taking overall crypto market to $2 trillion

Crypto venture funding climbs for first time in 2 years

Coinbase posts first profits in two years

Crypto money laundering dropped 30% last year, Chainalysis says

Ripple to buy New York crypto trust company to expand US options

Coinbase is doing everything right. That might not be enough.


Regulation / Compliance??

Five key SEC priorities in 2024

New SEC regulation requires hedge funds to disclose strategies

CFPB is promoting open banking through uniform rules

How European officials are attracting crypto before MiCA

SEC's Predictive Data Analytics rule proposal in focus


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

How 'shit-fixers' make companies tick

Why collaboration is critical in uncertain times

Sam Altman owns OpenAI's venture capital fund

Insurtech innovations: Shaping the future of claims management

The seed of Apple's innovation


Personal Development / Leadership?

Sangfroid: The art of being cool under pressure (and success)

Practice the stoic art of negative visualization

Stoicism isn't pessimistic. It's boldly optimistic.

Why trying to be perfect won't help you achieve?your goals (and what will)

How to stop procrastinating on your goals by using the "Seinfeld Strategy"

7 strategies for help you bounce back after slipping up

People probably like you more than you think

Why influence is your superpower

How to be indistractable

Core elements of leadership style


Podcasts / Videos??

Howard Marks and Andrew Marks: Something of Value

How the best leaders drive innovation

GS Exchanges: 2024 - The Year of Elections

David Rubenstein: Alphabet CFO, Ruth Porat

The Golden Rule of Hospitality: Danny Meyer

Prof Galloway: Admiral James Stavridis - The State of Global Affairs


Speeches / Communications

Pershing Square - Annual Investor Presentation 2024

Third Point - 4Q 2023 Investor Letter


Research Reports??

Dubai Future Fdtn: Navigating Megatrends Shaping Our Future in 2024

BIS: How digital payments seize the day

The economics of private equity

FT: 2024 Alternative Investment Outlook

Citi: Exploring the Tokenization of Private Markets

Navigating Uncertainty: Geopolitical Risk in Global Supply Chains

Asset Tokenization Unpacked

RAND: Technological and Economic Threats to the US Financial System

MIT: CIO perspectives on generative AI

OW: Embracing AI in Anti-Financial Crime Compliance

OW: How European Wholesale Banks Can Seize The Moment

BCG: The Defense Innovation Readiness Gap Series: Realizing Partnership Potential?

KKR: Loud and Clear - 2023 Family Capital Survey

CapGemini: The eco-digital era

EY: The impact of genAI on the labor market

PwC: AI-Driven Net Zero

Deloitte: Navigating the impact of generativeAI on security

Deloitte: Navigating global challenges and opportunities in mining and metals

Lazard: 2024 European Venture & Growth Outlook

Lazard: Secondary Market Report

GS: 2024 - The Year of Elections

The World is a Supply Chain

要查看或添加评论，请登录

更多精彩文章

社区洞察

其他会员也浏览了