Finserv Reading - Week ending March 24, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2024年3月24日
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Banking

The lessons from Europe's banking drama

Barclays and Citi reportedly prepare?for investment bank job cuts amid dealmaking slump

Banks wonder whether to best private credit upstarts - or join them

Can UBS become Europe's Morgan Stanley?

Chime targets public listing in US in 2025

BoA unifies mobile apps for banking, investing and retirement

A year after Credit Suisse's fall, UBS's path is lined with temptation

European investment banks cut bonuses after deal drought

Deutsche Bank's US investment banking might see 20% job cuts

Intelligent banks do more with less

Bank branch trends focus on brand and tech

The importance of primacy in banking

Citi pulls out of consumer banking in 11 countries, profit jumps

Bank of America slashes fees for account overdrafts

Santander pledges to become 'digital bank with branches' amid wave of closures across UK

Nationwide, Santander, TSB and Virgin Money probed over 'measly' savings rates

M&S in talks to overhaul banking arm into a 'superapp'

Why big banks are resisting bigger 'capital cushions'


Wall Street

Who's going to win the next financial plumbing test? The US, of course

The US pushback against 'Basel Endgame'

Deloitte launches biggest reorganization in a decade to cut costs

UK private company platform due to go live in Q1 2025

EU T+1 feedback shows mixed impacts

Market structure reforms challenge broker dealers

The $27 trillion Treasury market is only getting bigger


Economy?

The wacky negative iinterest-rate experiment ends with a thud

It's no longer the economy, stupid

Why the Panama Canal didn't?lose money when ship crossings fell

Shein to market its unique supply chain technology to global brands

How has the Fed's outlook changed? Here's what to watch today

Russia's backdoor to the global banking system is slamming shut

Global era of negative interest-rates ends as Japan goes to zero

America (still) has no industrial policy


Asset Management

Investors pour money into US corporate bond funds at record rate

The?mutual fund at 100: is it becoming obsolete?

Calpers to invest more than $30 billion in private markets

Hedge funds shake up euro zone's $10 trillion government bond market

Hedge funds are directly connected with large banks via prime brokerage

Is index investing's superpower unstoppable?


Wealth Management??

Robinhood goes live across the UK

Citi names new head of family office group in the Americas

Wealth management firms should buck M&A trend and grow organically

Contemporary client expectations in 2024 and beyond

Now is the time to reimagine wealth management?

There's a new 'middle market' in RIA M&A

Fidelity's Abby Johnson tightens grip on far-flung family empire


Insurance

What is a digital embedded insurance policy?

Chubb rolls out global transactional risk platform

California insurance crisis: State Farm?won't renew 72,000 policies

Inside the evolution of risk data in insurance


Real Estate???

What comes next for the housing market?

The Minnesota attorney behind the new rules roiling real estate

US housing market belatedly wakes up to flood risk

Buying a home this Spring just got more chaotic

Real estate agents face an overdue reckoning

Realtor's reckon with seismic shift to how they get paid

Cities face cut backs as commercial real estate prices tumble

A look into the future of home buyers' agent commissions


Payments?

How credit card debt has?become a?burden for Americans - and Joe Biden

Why US credit card investors are shrugging off surging delinquencies

Banks are still warming up to instant payments

Watchdog tells Britain's payments sector to brace itself for intervention

Global payments: Embedded finance reshapes consumer journeys


Venture Capital / Private Equity

The state of European private equity

The daring raid on Barings that has shaken $1.7 trillion private credit market

How private equity can thrive with elevated interest rates

When private equity came for the music industry

The private equity market has stalled - and there's no easy fix

Private equity cautiously step in to back troubled banks


AI / ML

Scaling gen AI in banking: Choosing the best operating model

Will AI take all our jobs? This economist thinks maybe not.

Open-source companies are sharing their AI free

Saudi Arabia plans $40 billion push. into artificial intelligence

The Department of Homeland Security is embracing AI

ChatGPT can't plan. This matters.

How to decide if AI should be part of your growth strategy

How people are really using GenAI

AI in property insurance: Two letters, one massive impact

Fewer people will work in banking as AI takes over, says BoA CEO

Banks still have time to start? with GenAI

How AI and automation are changing the banking landscape

What makes mortgage professionals embrace, or balk at, AI use

Everyone is talking about AI, but who's doing it?


ESG / Climate Change

Scientist just gave humanity an overdue reality check. The world will be better?for it.?

A new surge in power use is threatening US climate goals

Companies take step back from making climate target promises

Oceans set heat records for more than 365 days in a row

Climate finance is targeting the wrong industries

AI can make our climate work more human

Capitalism can't solve climate change

Climate change is fueling the US insurance problem

Fossil fuel sector should pay climate finance, EU ministers say

US investment funds pull #13.3 billion from Blackrock in anti-ESG campaign

JPMorgan to buy ESG-focused fintech startup OpenInvest

Why ESG investing might never recover

Responsible investing in practice

Would US investors trust sustainability more if the data was better


Bigtech?

How big tech is winning the AI talent war

Apple's business model getting hit from all sides now

Big tech must be scared

Apple steps up lobbying to change patent rules

Microsoft hired DeepMind co-founder Mustafa Suleyman to run new consumer AI unit

Big tech's latest obsession is finding enough energy


Fintech??

Mobility fintech Moov secures $100 million series B funding

Banking for the unbanked: How BaaS is driving financial inclusion

Why embedded finance next big thing fintech

a16z February fintech newsletter


Blockchain / Crypto?

Can the biggest bet on bitcoin hold up?

Hot new bitcoin funds are still waiting for buy-in from financial advisers

US falls behind in digital currency innovation

Ethereum fees dropping will power the next wave in crypto innovation

What meltdown? Crypto comes roaring back in the Philippines

What's next for crypto?

Blackrock launches first tokenized fund on ethereum blockchain

Trade finance might not be sexy but it's blockchain's key to success


Regulation / Compliance??

US regulator proposes new limits on big bank mergers

How Basel III leaves banks with weak points on both sides of the Atlantic

The politics behind the SEC's new climate disclosure rule - and what it means for investors

Investing in precious metals may not be so safe, regulators say

FTC investigating Reddit plan to sell user content for AI model training


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

Overcoming common challenges to disruptive innovation

The missing link between strategy and innovation

How technology is transforming collaboration and innovation at work

From authentication to financial planning, genAI drives banking innovation

The European Innovation Council Impact report 2023: EUT 70 billion deep tech portfolio

Planning to innovate in 2024? Here's what you should be thinking about.


Personal Development / Leadership?

You can't succeed in life without this skill

24 things I wish I had done sooner (or my biggest regrets)

It always takes longer than you expect

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

The crime your brain commits against you

How leaders can avoid the hubris trap

31 quotes that put life's ball in your court

50 questions happy and confident people ask themselves regularly


Podcasts / Videos??

Brad Jacobs: Building a business empire

Lex Fridman: Sam Altman interview

Tim Ferriss: Jerry Seinfeld - A comedy legend's systems, routines and methods for success

The Golden Rule of Hospitality: Tony Robbins interviews Danny Meyer

Rich Roll x Cal Newport: Productivity expert - What's wrong with modern work (+ how to fix it)

Think Fast, Talk Smart: How to use obstacles to your advantage

Arthur Brooks: The art and science of happiness


Speeches / Communications

Ms Signe Krogstrup, Gov. of the Nat'l Bank of Denmark: "Money and payments - the five C's"

Michelle Bowman, Mem of Board of Gov. of FedRes: "Reflections?on the economy and bank regulation"


Research Reports??

?OW: Commodity Trading Report 2024

2024 WilmerHale Venture Capital Report

Deloitte: Private Debt Deal Tracker - Spring 2024

Franklin Templeton: Private Equity - Secondaries Anyone?

Apollo: Outlook for Private Markets - March 2024

HKVCA Journal: Opportunities in Global Headwinds

BIS: Climate risk analysis using genAI

BCG: Creating value through operational excellence

BCG: Five ways for P&C insurers to build resilience

McK: Using M&A as a launchpad for transformation

McK: How companies can build an institutional capability to achieve competitive advantage

McK: Five considerations for software private equity in 2024

McK: Implementing generative AI with speed and safety

AEI: Navigating the future of work

CapGemini: Effective investment in generative AI for marketing

CapGemini: Powering and protecting brands with generative AI

CapGemini: Innovative applications of blockchain

CapGemini: Revealing customer intent

Deloitte: Comprehensive analysis of the SEC's landmark climate disclosure rule

Fintechs: Unbundling and re-bundling in the open industry of banking

Companies and Climate Change

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