Finserv Reading - Week ending March 3, 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3日
+ 关注


Banking

The business model challenge for European banks

Core banking systems and options for modernization

Signs of trouble at regional banks reignite sector fears

NY Community Bancorp CEO Thomas Cangemi steps down

Barclays offloads US credit card debt to Blackstone

Banks strike back at private credit in 'aggressive' push to win deals

Cross River wades into investment banking

Wall Street's biggest banks are beating investment banking revenue estimates

Why economists are warning of another US banking crisis

How to navigate the coming storm of demographic disruption

Philly Fed says 'banking deserts' are growing

Treasury Prime cuts staff amid shift to 'bank-direct' offering

Why it doesn't matter that banks are disappearing as the lenders for SMBs

State of play: banking

FIS eyes recurring banking solutions growth after sale of WorldPay stake

Wells Fargo names banking veteran Doug Braunstein as vice chair

JPMorgan's investment banking chief departs for Citi


Wall Street

'Spoofing' case might draw back curtain on high-speed trading

A frothy market misses vital bubble ingredients

He made millions betting against economic recovery. Now he wants to fix things

Nvidia tops $2 trillion valuation and pushes market higher

Tech companies cash in on 'frothy' stock rally with convertible bond sales

Investors left in the dark after US companies fail to file on time

Your stock-market FOMO is rational

Why we risk a cartoon version of capitalism

Reddit plans share sales to platform's users as it moves ahead with IPO


Economy?

Why Europe is a laggard in tech

The global trade system is in need of an overhaul

How are geopolitical risks affecting the world economy

Geopolitical analysis cn - and should - affect legal risk review

How the G20 can build on the world economy's recent resilience

Global economy is weighed down by war, uncertainty and instability, trade chief warns


Asset Management

What the rise of multi-strategy funds means for markets

Vanguard CEO Tim Buckley to step down

ARK Invest's 'seemingly outlandish' economic forecasts

Asset managers' green U-turn exposes energy transition cakeism

Blackrock says more active management needed in 'new regime'


Wealth Management??

Alternative assets becoming key battleground for wealth managers

Invest in tech or be left behind

How much wealth do you need to join the richest 1% around the world?

Retail investors are back and smarter than the mem stock days

Nvidia dethrones Teslaas the most popular stock for retail investors


Insurance

How is digital innovation changing the risk landscape for insurers?

The power of prevention

Emerging supply chain risks may drive higher insurance claims

Understanding likelihood of flood risks across portfolio vital, says JBA


Real Estate???

Global house prices rebound economists predict turning point

Strong new-home sales reflect still strong demand

Here's why regional banks have so much commercial real estate exposure

US regulators think commercial real estate crisis will force out some lenders

Case-Shiller Index: Home prices falling but slowly


Payments?

The fragmentation of wholesale payments calls for banks to remake their approach

Experian Consumer Credit reports to now include Apple Pay Later loan information

Walmart to let customers 'BNPL' at self-checkouts

2/3 of Americans have decreased spending due to economy, Wells Fargo Money Study finds

Fiserv looks to buy Shift4 Payments

Klarna preps for IPO after narrowing losses

How Discover's network helps Capital One take on card and banking giants


Venture Capital / Private Equity

Private markets: A slower era

Cash is queen

Private equity turns to new fundraising tactics in tough market

Investing in fintech: Assessing the landscape in 2024

Five considerations for software private equity in 2024

Private equity insurance deals fall in 2023

Private-equity backed investment surge in generative AI defies 2023 deal slump


AI / ML

External data and AI are making each other more valuable

Elon Musk vs Everyone: The new fight in AI

Elon Musk's X leans on his AI startup

Corporate AI investment is surging, to Nvidia's benefit

How a shifting AI chip market will shape Nvidia's future

Corporate ozempic

Generative AI's unfolding transformation of banking

Report unveils AI's dual impact on insurance industry

Apollo calls AI a "bubble" worse than even the dotcom era

Lemonade says AI improved insurance loss ratio

Apple ro disclose AI plans later this year, CEO Tim Cook says

Bankers will see three-quarters of the workday transformed by AI

Jamie Dimon doesn't see an AI bubble: "This is not hype. This is real"

AI's true value in banking


ESG / Climate Change

Blackrock says goodbye to ESG investing, hello to transition investing

BNP's clients are piling ESG billions into money market funds

Climate Action 100+ reaction to recent departures

Investors trying to change the world: Why climate investing is so difficult

APAC asset owners stand by climate group

ESG Watch: How transition finance can 'bring the bad guys in'

Canada's top pensions have trillions in assets. Should they do more to fuel the energy transition?

Climate change confined to mere annex in draft WTO deal

The hidden health costs of climate change

Climate change and 'last-chance tourism'

Climate change is raising Texas' already high wildfire risks

NYDFS issues guidance on climate change risks for financial institutions

Role of internal audit in ESG heats up amid global wave of regulation

Why companies need to stop rebranding ESG


Bigtech?

Microsoft launches AI-powered Co-Pilot for finance

The invisible $1.52 trillion problem: Clunky old software

Apple faces the most disruptive thread it has seen in the iPhone era

Tech layoffs keep coming. Why is head?count barely budging?

Apple is behind in AI - and investors are getting impatient

Detroit warned Apple about making a car. It had to learn the hard way.?

Can Zoom's business boom again?

Inside the crisis at Google


Fintech??

Stripe valuation jumps to $65 billion in employee?share sale deal

2024 FIntech?Outlook

How fintech is disrupting traditional banks in 2024

Mercado Libre hits 50 million fintech users in Latin America

How AI and machine learning are shaping fintech


Blockchain / Crypto?

Hot new bitcoin funds could soon have rivals

Crypto factor investing. Really.?

How can crypto firms bridge the gap with traditional finance?

If crypto assets are shaking up finance, how do you stabilize risk?

Atlanta Federal Reserve raises caution for banks crypto risks

BNY Mellon leads big banks into crypto custody

Will institutional investors reshape the landscape of crypto markets?


Regulation / Compliance??

How?the?CFTC stays on top of financial market innovations

FCA rules out intervention in wholesale data market

SEC to vote on long-awaited climate disclosure rule, notice says

Does it even matter if the SEC scraps Scope 3

Understanding SEC's focus amid lack of final AI rules

SEC investigating whether OpenAI investors were misled

What will be in the final SEC climate disclosure rule


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

Beyond goals: Beckham's playbook for mobilizing star talent

What successful purpose statements do differently

How to actually execute change at a company

Value in motion

Amazon to invest in start-ups that combines AI with robotics


Personal Development / Leadership?

Leadership should be a team sport

The key to a fulfilling career? Variety.

How to make small talk with anyone from anywhere

What employees need from leaders in uncertain times

Transformative leadership for extraordinary times

These 7 lessons will make you better

It costs what it costs

Moderation is the highest form of greatness. Here's why.


Podcasts / Videos??

The generative AI tipping point for asset managers

Prof. Berger: "Want to live a meaningful life? Be the hero of your story"

David Rubenstein: Marc Rowan, CEO of Apollo Global Management?

Think Fast, Talk Smart: Friction Fixing - How to Use Obstacles to Your Advantage

Adam Grant & Angela Duckworth: Interview on 'Hidden Potential' book

Big Ideas 2024: Interview with Cathie Wood


Speeches / Communications

Klaas Knot, President of the Netherlands Bank: "Free trade and financial stability, containing the effects of geopolitical fragmentation"

Goehring & Rozencwajg: Natural Resource Market Commentary - "The Norwegian Illusion"


Research Reports??

McK: How generative AI can help banks manage risk and compliance

BNYM: The Future of Asset Management

Deloitte: Finding growth opportunities in small commercial insurance

NTT: Revolutionizing insurance through the power of data and AI

AI and the future of insurance

Accenture: The age of AI - Banking's new reality

Aligning sovereign bond markets with the net zero transition

IMF: Fiscal implications of global decarbonization

BCG: Private credit - Feeling the pressure and seizing the opportunity for banks

IDC: A guide to growth

The Geopolitics Reader

Geopolitics and the global corporation

Deloitte: Building a future-ready investment firm

Hamilton Lane: Real Assets Market Overview

Enterprise AI Report 2023

GS: Navigating the AI Era

State of Crypto Market Outlook 2024

The new era of supply chain visibility and optimization

The relentless rise of stablecoins

Growth playbook for US fund managers?

KPMG: Futures

Digital Finance in the EU

MIT: Open finance heralds a new era

BCG: GenAI to transform banks

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