Finserv Reading - Week ending June 23, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2024年6月23日
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Banking

Spain's BBVA plans to roll out digital bank in Germany

Microservices are at the core of core banking's appeal

Nonbanks are growing but their growth is heavily?supported by banks

The euro zones fragmented banking industry

TD Bank launches tech-focused banking unit

NatWest swoops on retailer Sainsbury's banking business

Banks are finaling what climate change will do to housing

Citi CFO Mason says Q2 investment banking fees to surge 50%

Contagion risks scare off investors in French banks

Deutsche Bank counting on investment banking hiring spree to pay off

Midsize companies are big business for Wall Street's megabanks

Pressure mounts on senior bankers as discontent in junior ranks simmers

Lazard: Can new CEO meet the pledge to double revenue in six years

Threat of deposit exodus haunts Japan's regional banks

Tech translated: Embedded finance

Santander and Amazon negotiating consumer finance partnership in EU

Revolut adds bond trading

American Express buys Tock dining reservation service

Regional banks want to slim down. Hedge funds smell a?bargain.

Inside Citigroup's most mysterious business


Wall Street

Beware the Texas advance on Wall Street

Wall Street is divided over the rise of private credit

Zilch warns it might 'go somewhere else' unless UK boosts IPO market

Buy-side traders want better sell-side coverage

Gensler: FX markets should consider shortening settlement cycle

The 'equitification' of credit


Economy?

China's central bank hints at major policy shift

America's immunity to the world economy's problems

What are tariffs?

Economy worries send copper to 2-week low

US shoppers tighten their belts in the most unlikely place: the grocery store

Will debt sink the American Empire?


Geopolitics

The Sahel's new geopolitics

Crisis memory, geopolitics and the risks of financial contagion

Complicated geopolitics: A tale of three triangles

A popular Wall Street currency trade is getting hit by geopolitical uncertainty

Another crescent: Iran's influence in the Sahel region

Geopolitical risks continue to loom over central bank FX reserves

Nuclear threats on the rise as geopolitical relations deteriorate

Is the end of the petrodollar near?


Asset Management

Hedge fund's trades with lenders point to return of crisis-era structures

ECB sees hedge funds recovering, adding leverage

Lazard hunts for private-credit acquisition to boost asset management

JPMorgan creates new asset management unit, reshuffles leadership

The evolution and popularity of model portfolios: A conversation with Blackrock


Wealth Management??

Why KKR is talking to wealth

BofA Private Bank reveals generational divide in wealth management

Global wealth levels continue to grow

The RIA industry is bigger than ever

What the RIA industry looks like now in 4 charts

Switzerland could lose wealth crown to Hong Kong, UBS chief warns


Insurance

The automation advantage: Transforming the future of insurance

How insurers can optimize claims and retain customers

How can insurers transition to a customer-centric business

Reinsurance is still the top source of capital for insurers: Aon

Companies are facing a 'polycrisis' of risk, reports Clyde & Co.

Auto insurtech Loop lays off majority of workforce

SwissRe says industry failed to estimate impact of extreme weather

Big jump in insurance costs strikes condos


Real Estate???

Record high prices, rising mortgage rates depress US home sales

Banks face $141 billion in commercial real estate losses but they'll handle it: Analyst

Commercial real estate slows at credit unions

Inside China's troubled real estate market

Florida house prices slashed by 1 in 4 sellers


Payments?

Fiserv hires former JPMorgan payments chief Georgakopoulos

China asks Visa, Mastercard to cut transaction fees

The impact of instant: Why the EU's regulation is a big deal for small businesses

Visa, Mastercard's proposed antitrust settlement to be declined

What do we mean by international payments?

Reversing credit-card charge has never been easier - or more abused


Venture Capital / Private Equity

Private equity dividend recaps

Private equity roll-ups bet energy transition will go slow

US retirement funds decline due to private equity risks

Crypto hedge fund Pantera Capital to invest over $200 million in AI

A buyout gone wrong creates fireworks in the private credit market


AI / ML

To centralize or not to centralize: Generative AI in banking

How AI is transforming asset management

AI is coming for big tech jobs but not in the way you think

Big tech companies trip in race to take AI mainstream

Can Nvidia stay at the heart of the new AI economy?

AI in finance 'is like moving from typewriters to word processors'

The new ChatGPT offers a lesson in AI hype

OPenAI co-founder Ilya Sutskever announces rival AI startup

Havas won't get attention in an AI ad world

Adobe's AI-powered future hits a roadblock

Silicon Valley in uproar over California AI safety bill

The bullish case for TSMC

Can AI answer the needs of smaller businesses? Some push to find out.

India pulls in tech giants for its AI ambitions


ESG / Climate Change

How a?heat dome dome creates dangerous, record-breaking temperatures

These 4 countries top the Energy Transition Index for 2024

Mayors lead transition to renewable energy

Why energy efficiency is as important as renewables growth

How Europe's digital infrastructure fuels the energy transition

Dutch pension funds in the firing line over ESG performance link

Wealth managers ill-equipped for rising ESG and climate focus

How climate change is hitting Europe

Climate change made US and Mexico heatwave 35 times more likely

Climate change and urban violence

How to make thrilling theater about climate change negotiations

Effective risk management crucial in growing climate threat

Dilemma on Wall Street: Short-term gain or climate benefit?

Climate change and wind power: The winds of change

ECB to fine banks that have missed climate goals

Can ESG materiality really influence financial performance?

The growing case to embed climate risk in finance teaching

Wanted: country risk officers to tackle climate threat


Bigtech?

Why big tech pumping big money into companies pulling CO2 from the air

Amazon's R&D leads big tech, spending $85.6 billion on tech

Big tech - not the Fed - is driving the stock market rally

How to build customer trust through data privacy


Fintech??

Brex partners with Stripe Atlas to deliver faster banking access for startups

Scaling open banking to unlock fintech innovation and enable choice

Fintech needs to grow up, and quick, to survive

C2FO's move to more automation brings round of layoffs

Latin America fintech sector explodes with 340% growth in six years


Blockchain / Crypto?

From ripples to waves: The transformational power of tokenizing assets

Advisors 'wary' of bitcoin ETFs are on a slow adoption journey, says Blackrock exec

VanEck sets .20% fee for proposed spot ethereum ETF

Blackrock, other issuers update S-1 filing for spot Ethereum ETFs?

Bitcoin falls below $64k following $900 million in ETF outflows

McKinsey estimates tokenization will be less than $2 trillion by 2030

What is blockchain's potential for managing data, compute and models for AI?

Solana: The Ferrari of blockchain that still hits some bumps

The dark side of tokenization


Regulation / Compliance??

EU's Basel pivot a negative: Moody's

Overview of CFPB's proposed open banking rule and final industry standard setting rule

More SEC rules in peril with private fund rule strikedown

Devil is in the details of Finra's new remote inspections pilot

Apple abruptly abandons BNPL service amid regulatory scrutiny

Federal Reserve criticizes 'living wills' of Bank of America, Citi, Goldman and JPMorgan


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

When it comes to long-term value, incumbents should think like digital disruptors

How to vet information before making a decision

US needs a new pro-patent, pro-growth innovation policy

4 ways governments can serve their constituents better and catalyze innovation

Customer experience gets worse. Again.


Personal Development / Leadership?

37 (or so) lessons from a 37 year old

37 pieces of career advice I wish I'd known earlier?

You can't succeed in life without this skill

Character is fate: 10 habits that will help you to live and be better

Rituals, lessons and quotes from Marcus Aurelius

The power of imperfect starts

Identify - and develop - your natural strengths

The most strategic leaders excel in 4 disciplines


Podcasts / Videos??

Unreasonable Hospitality: The secrets of great hospitality with Will Guidara

In Good Company: with Cal Newport

David Rubenstein interview with Michael Gitlin, CEO of Capital Group

How Can You Truly Know A Person? In conversation with David Brooks

12 predictions for the future of technology: Vinod Khosla

How to solve your company's toughest problems


Speeches / Communications

Mark Uyeda, SEC Commissioner: "Remarks at the 30th Annual International Institute for Securities Market Growth and Development"

Burkhard Balz, Member of the Exec Comm, Bundesbank: "Is CBDC the money of the future?"

Morgan Stanley: Stock Market Concentration


Research Reports??

BCG: Transforming digital sales in insurance

McK: Banking on interest rates - A playbook for the new era of volatility

McK: Six imperatives for credit unions to secure their future

McK: The inside-out leadership journey - How personal growth creates the path to success

BIS: A climate risk platform for financial authorities

BIS: Assessing suptech tools' transition from experimentation to supervision

KKR: Infrastructure Market Review - June 2024

KKR: Mid Year Outlook 2024

Brookfield: Understanding the potential of alternative investments

Brookfield: Demystifying alternatives and private markets

Homeland Security: Hedge Funds' Use of AI in Trading

FT; CRE Debt is Struggling - What a Great Opportunity

KKR: Run Credit, Run! - June 2024

ECB: Financial Integration and Structure in the Euro Area

European Financial Stability and Integration Review 2024

The Power of Energy: The Geopolitics of the Energy Transition

UNDP: Innovating Governance for a Just Energy Transition

WEF: Fostering Effective Energy Transition 2024

CapGemini: Transforming utilities through customer-centric innovation

KPMG: AI and GenAI in Functional Transformation

KPMG; Accounting for Business Combinations?

Deloitte: Delivering sustainable alpha in private equity

Deloitte: Supply Chain Management

Deloitte: Towards Humanity's Brightest Future with GenAI

The Five Emerging Business Models of Fintech for AI Adoption, Growth and Building Trust

Fintech: A new hedge for financial re-intermediation

State of Crypto? - June 2024

CitiGPS: AI in Finance

BIS: 2023 Survey on CBDC and Crypto

Financial inclusion through digitization of remittances

Michael Levy

Helping real estate agents in all 50 states keep more than 100% net effective split. Keep more of your earnings!

5 个月

Hi Bijon, Great Post! Please connect with me. ?? ??

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