Finserv Reading - Week ending January 7, 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7日
+ 关注

Banking

Dick Bove: 'Inability to take risk is crippling ability of banks to compete'

Chse UK aims for profitability in 2025

How the 2023 bank crisis can still be felt in 2024

Banks: Investors should demand more ambition on profitability targets

Morgan Stanley chair thinks proposed bank rules will be wound back

Bob Diamond says Barclays should be 'radical' on investment bank

JPMorgan, Bank of America lead earnings parade of US largest banks

Opportunities and challenges in banking's core offerings

Dave buys back FTX Ventures investment for a discount

Neobanks vs legacy banks: Drawing the battle lines in 2024

Looking forward and moving forward: How neobanks tackled 2023 and what they expect from 2024

Banking on thousands of microservices

The path to delivering fully integrated banking experiences

The seismic forces shaping banking

The decline and fall of federal home loan banks

Credit unions to face stiffer competition for bank deals in 2024


Wall Street

Tradeweb ADV increases 27.6% in 2023

Optimism abounds on Wall Street this new year

What Wall Street got wrong about 2023

MarketAxess has record Q4 portfolio, muni trading volume

Prop trading firms: Here's how they work


Economy?

Maersk reroutes Red Sea ships 'for foreseeable?future' as container rates shoot higher

Can democracy survive 2024?

India is chasing China's economy. But something is holding it back.

Where the job market is heading in 2024

Xi Jinping uses new year message to sound marning to Taiwan


Asset Management

Top hedge fund trends for 2024

Chris Hohn's hedge fund TCI beats markets with 33% gain

Citadel and Millennium outpace smaller hedge fund rivals

Hedge funds for the masses deliver ho-hum returns - and have high costs

Is private credit a systemic risk?

Fisher Investment in sale talks

Talent shortfall limits funds' ability to sell wealthy clients on 'alts'

Vanguard and rivals gain ground on Blackrock US ETF market


Wealth Management??

American's required retirement income has never been higher

The evolution of the RIA space: A surge of professionalization

How Gen Z is navigating the world of wealth

RIAs remain wirehouse kryptonite in 2024

Peter Mallouk's predictions for advisors, firms and the markets in 2024


Insurance

California's largest home insurer to hike rates this year

Why has Tesla Insurance fallen short for some customers

Floods will add to rising UK home insurance bills

Is North America's property insurance market transitioning in 2024?

US P&C insurers' expenses down despite big losses


Real Estate???

The hidden?force?pushing mortgage rates down

Welcome to the neighborhood! Wall Street designed it.

US office owners face $117 billion wall of debt repayment

The housing market finishes strong in 2023

A real estate juggernaut ran off the rails in 2023


Payments?

New York state?to introduce BNPL licensing legislation

Florida may ban most businesses from going cashless

Europe's payments system's big bang: Inside the ISO 20022 migration

Quarter of UK BNPL users charged late fees

HSBC to take on Wise with launch of money transfer app


Venture Capital / Private Equity

Blackstone buys majority stake in Sony Payment Services

Private equity groups hunt for new exit strategies as cash piles up

Early-stage fintech startups just got more funding sources

By the numbers: Latam VC in 2023

Tech startup funding falls to 4 year low

Private equity has a serious case of indigestion


AI / ML

OpenAI's app store for gpts will launch next week

BIS vs LLM

Tech's AI hangover might just be getting started

Banks cautiously embrace AI for internal applications

As GenAI picks up pace in the financial industry, banks are still finding their place in the equation

Banks Be prepared to explain 'explainability' of AI

An inside look at Ally Bank's measured roll-out of GenAI

The AI industry is at its 'app store moment' - UBS


ESG / Climate Change

The reconfiguration imperative

Britain turns to floating turbines to tap into 'remarkable' wind speeds

Why the SDGs are a bad idea

The price Germany pays for net zero

领英推荐

Net-Zero Banking Alliance reaches 140 members from 45 countries as it welcomes its first bank from China

Insurers seek shelter from climate change storm

What 2023 taught us about global warming

ESG and investment decisions converge as new issues emerge

A path forward: Why the voluntary carbon market is worth salvaging

Feeding the future global population

What climate scientists are predicting for the globe in 2024

4 ways people are using AI for climate change solutions

Banking on green: Wall Street's race to power a $1 trillion carbon market


Bigtech?

US moves closer to filing sweeping antitrust case against Apple

Google is finally killing cookies. Advertisers still aren't ready.

Big tech braces for wave of antitrust rulings in 2024

Big tech: Home is where the margins are

Big tech layoffs shattered industry, worker confidence


Fintech??

What can we expect?from European fintech in 2024

What banks can learn from fintech for their own apps

Community banks are deepening ties to fintech hubs

Will embedded finance make software companies the new community banks?

The biggest trends in fintech this year

How a fintech platform built from scratch transformed transactions


Blockchain / Crypto?

Bitcoin ETFs miss the point

The crypto industry holds its breath in anticipation of the first spot bitcoin ETFs

DeFi security not ready for crypto bull run, researchers say

What is a crypto airdrop?

How many more times will be conned by crypto?

Coinbase to expand crypto derivatives in EU with license acquisition

Global crypto ATM network shrunk more than 5,700 in 2023


Regulation / Compliance??

The SEC is about to change the ESG equation

CFPB urged to strengthen open banking data protection safeguards

ECB to run first cyber resilience stress tests

SEC, DoJ prepare big year for rule-making with election looming

What do regulators have in store for financial services in 2024


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

How innovation is driving value at private bank Julius Baer

The fight for longevity: How companies can innovate and evolve

Why new market conditions require a refreshed approach to banking innovation

Banking innovation is paramount as regulatory pressures mount


Personal Development / Leadership?

How to worry less and be happier

A leadership lesson from Eisenhower's stoic reversal at D-Day

Meet your worst enemy

What if you treated your life like a team sport?

If nothing changes, nothing is going to change

How to fall in love with boredom and unlock your mental toughness

On metrics and resolve

Adam Grant on how to reach new heights

A simple hack to help you communicate more effectively

Want to be a better leader? Stop thinking about work after hours .

The science-backed schedule for your perfect weekend

?

Podcasts / Videos??

Real Estate in 2024: Relief is in Sight

GS Exchanges: KKR's Henry Kravis on private equity, culture and global markets

Think Fast, Talk Smart: How to be more confident and calm in your communication

Howard Marks: Navigating Market Realities Through Sea Change

Masters of Scale: When to ignore conventional wisdom (with Danny Meyer)

Leaders Eat Last: Why some teams pull together and others don't


Speeches / Communications

Constantinos Herodotou, Gov of Central Bank of Cyprus: "Navigating the technological revolution - the central banker's perspective"

Erik Thedeen, Gov of the Riksbank: "Lessons from a turbulent period"


Research Reports??

ECB: Towards macroprudential frameworks for managing climate risk

Council on Foreign Relations: Preventive Priorities Survey 2024

WEF: Mining and Metals

WEF: Securing Minerals for the Energy Transition

WEF: Jobs of Tomorrow - Large Language Models

The new age of stock screening: Bridging the gap between traditional and machine learning techniques

UBS: TechGPT - Raising AI revenue forecast by 40%

Can AI be as creative as humans?

BIS: Testing the cognitive limits of LLMs

BCG: GenAI path to B2B sales profit

Deloitte: Is your data AI ready?

SSGA: 2024 Global Market Outlook - Positioning the Pieces

JPMorgan: Eye on the Market - 2024 Outlook

IMF: Private Equity and Life Insurers

Kaiko: 4Q23 Crypto Market Research Report

Visa: North America Instant Payments Fraud Mitigation

Blockchain Engineering Playbook 2024

McK: The state of AI in 2023

JPMorgan: Guide to the Markets - 1Q24

ARKInvest: Big Ideas 2023

GenAI: The technology polarizing the financial services industry

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