Finserv Reading - Week ending January 21, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2024年1月21日
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Banking

Sainsbury's to wind down core banking business

Barclays opens new year with plans for more branch closures

Morgan Stanley quarterly profits slide as investment banking income sinks

Goldman Sachs and Morgan Stanley report lowest profits in 4 years

Fiserv seeks special purpose bank charter

Banks say US consumers in good shape but poll shows Biden gets no credit

Digital strategies reshaping banking: A tactical guide for incumbents

Europe's top investment banks set to cut bonuses on deal slump

Goldman Sachs lags rivals with 16% fall in dealmaking fees

Citigroup lays off more bosses?

US regional banks get solid welcome for new bonds

Banking at the precipice: Navigating the fifth industrial revolution

How have neobanks changed banking?

Evaluating banking-as-a-service and embedded finance

We need banking that is unusual

Regional?banks trading below book value and paying dividends

US bank profits fall as competition for deposits erodes lending margins


Wall Street

S&P 500 hits new record as technology rally pushes stocks higher

Profits comeback paired with rate cuts make a powerful mix

Stocks are in a bull market. What does that mean?

The market has had a fabulous run, but this peak doesn't really matter

Wall Street banks are trying not to upset China on listings


Economy?

The Red Sea conflict is scrambling shipping. Europe is bearing the brunt.

China pushes for safety of Red Sea shipping as threat to its economy grows

The world cannot depend on the US to keep trade peace

Consumers start 2024 on strong footing

Geopolitical risks overshadow economic optimism in Davos

A testing year for democracy

What we really know about the global economy

The delicate geopolitical balance around Taiwan


Asset Management

Should investors care about geopolitics?

Passive eclipses active in US fund market as assets swell to $13.3 trillion

Blackrock stresses financial strength?over ESG in company calls

Bobby Jain's hedge fund launch falls short of $8-$10 billion target

The $8.8 trillion cash pile that has stock market bulls salivating

Big investors position for interest rate cuts with dash into riskier assets

These four questions are top of mind for investors in 2024

Fund manager Rajiv Jain takes $2.8 billion bot on Middle Eastern stocks

AQR: How to model future returns and risks of private credit


Wealth Management??

Meet the investors trying quantitative trading at home

Wealth management has a headcount problem

Morgan Stanley Wealth Management bolstered by Workplace unit

Performance-based fees gaining ground among advisors, study says


Insurance

The black box that could ease your car insurance problems

US government sets rule meant to speed up insurance approvals

Proposed legislation could reshape catastrophe/reinsurance landscape in US: Goldman Sachs

Embedded insurance poised for significant growth in 2024

Gen Z and millennials want embedded insurance options


Real Estate???

Home sales were the lowest in almost 30 years in 2023

Downturn in European construction deepens

The bill is coming due on a record amount of commercial real estate debt

Inside a plan to save homeowners hundreds of dollars closing their mortgages

Big developer launches $1 billion fund to buy distresses New York offices

BoA shed 40 million square feet of office space over the last 15 years


Payments?

Wise accuses High Street banks of hidden exchange rate fees

Apple to allow outside payments for apps after US decision

Google Wallet adds support for Venmo and over 40 banks

Zillow empowers renters with credit building payment reporting

FedNow Service starts new year with 400 participants


Venture Capital / Private Equity

Investors raise billions to buy discounted stakes in start-ups

How Adebayo Ogunlesi's contrarian bet led to $12.5 billion Blackrock tie-up

Latin America startup funding fell again in 2023

Multibillionaire Thomson eyes greater slice of fintech industry

Thomvest Ventures closes $250 million fund to invest across fintech, cybersecurity, AI

Brace for VC zombie funds amid plunge in crypto funding

Private equity fundraising plunges to a 6 year low in 2023


AI / ML

Cyber leaders with tight budgets still must secure AI, cloud

AI is the talk of Davos. Is it time to sell?

Generative AI will lead to job cuts this year, CEOs say

90% of CEOs are waiting for GenAI to move past the hype or experimenting in small ways

Generative AI has potential to redefine capital markets

Can AI help asset owners solve their data problems?

Getting to grips with the misuse of AI in insurance


ESG / Climate Change

Are companies getting away with 'cheap talk' on climate goals?

Seven key trends in ESG for 2023 - and what to expect in 2024

Why are investments in ESG funds falling

At Davos, ESG begins a quiet rebranding

Attacking ESG: A strategy that's doomed to fail

The world's cities are not ready for climate change

Mitigating the impacts of climate change

Davos man no longer has time for climate change

Net-zero transition accelerating despite geopolitical risk: Swiss Re

Making net zero a reality

Rishi Sunak's net-zero u-turn was 'purely political', says Mark Carney

The road to net zero starts with software developers


Bigtech?

Microsoft reports hack by nation-state actor

After a sugar high of free money, these billion dollar technologies need a nap

Big tech should seek rivals' input on complying with EU rules

What big tech antitrust gets wrong

Big tech won't let you leave. Here's a way out.


Fintech??

Nu Holdings wins clients amid Latam fintech crisis

Is the future of fintech B2B?

Fintech: Trends to watch in 2024

N26 rolls out in-app stock trading


Blockchain / Crypto?

ETFs make bitcoin's problems even worse

Why is crypto down today? Market cools as ETF hype fizzles and regulations loom

Regulatory headwinds drive State Street Digital Asset layoffs

Number of blockchain developers slid by 24% in 2023, data shows

MetaMask's secret project could shake up how ethereum works

Tokenization and blockchain: Transforming the future of payments

How bitcoin ETFs are performing after the first week

The ambassador for crypto


Regulation / Compliance??

SEC cyber rules loom over?public companies

Finra calls AI ''emerging risk' in annual regulatory report

Despite SEC's novel alignment on bitcoin ETF vote, it's business as usual in regulatory politics

Judge questions SEC's claim to regulate Coinbase

CFPB proposes rule to close bank overdraft loophole


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

Saudi Aramco beefs up venture capital arm to diversify from oil

Erie Insurance's corporate venture capital arm announces three new investments

Learn about Amazon's $1 billion Industrial Innovation Fund

Walmart closes Store No. 8 innovation unit

Inside the MLS Innovation Lab


Personal Development / Leadership?

How a Stanford professor helped lay the foundation for this 49ers era

Some people are just lucky. You can make yourself one of them.

Competent jerks have a shelf life in the office

How to win more games than anyone

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

How to think about obstacles

Here's the strategy elite athletes follow to perform at the highest level

All models are wrong, some are useful

On metrics and resolve


Podcasts / Videos??

David Rubenstein: Ruth Porat on the year ahead in business and big tech

Think Fast, Talk Smart: Making Meetings Meaningful

Peter Thiel: Zero to One

Technology in a turbulent world - 2024 Davos

GS Exchanges: Why US equities are still poised to outperform in 2024

How Ikea evolved its strategy while keeping its culture constant


Speeches / Communications

Milei's 2024 Davos Speech

Nick Saban, Head Football Coach at Univ of Alabama: Leadership Speech


Research Reports??

McK: Global Energy Perspective

BCG: How tech firms can respond to increased regulation

EY: Global Economic Outlook 2024

EY: Americas Board Priorities 2024

CapGemini: Data Powered Innovation Review

CapGemini: Wealth Management Top Trends 2024

CapGemini: Insurance Top Trends 2024

CapGemini: Investment Priorities for 2024

CapGemini: Retail Banking Top Trends 2024

CapGemini: Payments Top Trends 2024

Accenture: Work, workforce, workers - Reinvented in the age of GenAI

Deloitte: State of GenAI in the Enterprise

PwC: Thriving in an age of continuous reinvention

Deloitte: 2024 Banking and Capital Markets Outlook

KPMG: Venture Pulse Q4 2023

Vanguard: Economic and Market Outlook for 2024

HSBC: Private Credit Market Update

Oaktree: State of the Credit Markets

WEF: The Global Future of Fintech 2024

Regulating Fintech Innovation

BCG: Banks need bolder strategies

OW: How GenAI is Transforming Business and Society

JPM/Bain: How tokenization can fuel a $400 billion opportunity in distributing alternative investments to individuals

BCG: From potential to profit with GenAI

IMF: GenAI and the future of work

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