Finserv Reading - Week ending May 19, 2024

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2024年5月19日
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Banking

Why banks are worried about the 'Basel III endgame'

Goldman Sachs hires from rivals to expand in mid-market deals

How embedded finance improves customer loyalty and acquisition

Chime debuts advance wage product ahead of anticipated IPO

How community banks and credit unions should cut fraud losses

Towards a cloud-first strategy in the banking industry

Can traditional banks survive in a digital world?

Who are the 12 million people living in banking deserts

Digitalization of banking creates new risks, says global watchdog

Social media spurred the last banking crisis. Can it prevent the next one?

Big Japan banks forecast record profits

What are the strengths, weaknesses and concerns around open banking

Credit Agricole says Europe needs bigger investment banks

Lenders still struggling with the operational realities of open banking

1 in 5 people feel open banking is secure

Citi considering sale of Japan retail banking unit

JPMorgan plans to go global with digital retail bank


Wall Street

Market froth is getting extreme. Just look at meme stocks.

Nvidia could be the most valuable stock in the US

IMF warns of cyber risks to financial sector

US copper prices soar to record high as funds pile in

The stock market is back in rally mode

Rush of deals hits US corporate bond market as borrowing premiums fall


Economy?

America is still headed for a soft landing

US economic, housing and mortgage market outlook

Understanding America's labor shortage

Can Europe's economy ever hope to rival the US again?

Are the US and Chinese economies really about to start 'decoupling'


Geopolitics

Currency risk rises up the agenda for investors

Hapag-Lloyd lifts lower end of guidance as Red Sea situation raises rates

Why the world has gone cuckoo for copper

Platinum market headed for 'substantial' supply shortfall, says industry body

How geopolitics is changing?trade

Bridgewater CEO warns of complacency on shifting geopolitics

Markets are underestimating geopolitical risk, ECB's de Guindoes says


Asset Management

Meet Salim Ramji, who is going to oversee the retirement assets of tens of millions of Americans

Vanguard's new chief plans to lure 'millions and millions more' clients

What's Blackrock without Larry Fink? Shareholders fret about future.

The unsurprising failure of the largest hedge fund in the world

How Jim Simons revolutionized investing


Wealth Management??

Using technology, automation to remove friction

Millennial clients expect value offers and tech savvy advisors

Why Goldman bought, and sold, United Capital

Consolidation of industry's largest RIAs is 'very possible'

Fidelity prepares to double required in-office time for most workers


Insurance

The big number: $1,280

As insurers around the US bleed cash from climate shocks, homeowners lose

Claims management key to insurance profitability

Cover Genius pockets $80 million Series E

The possible collapse of the US home insurance system


Real Estate???

China says it?will start buying apartments as housing slump worsens

Florida and Texas show signs of home prices falling

Sky-high housing costs propel construction of rental homes

New Florida law roils its condo market three years after surfside collapse

Florida a national leader in cash-only home sales

Big-name funds pile into real estate debt as banks retreat


Payments?

A bill that would cut the number of banks covered by Durbin advances out of committee

Visa reinvents the card,unveils new products for digital age

Faster/instant payments use is on the rise among businesses and consumers

Standard Chartered brings blockchain to payments with Partior

How Visa wants to turn your debit card into your credit card


Venture Capital / Private Equity

Private equity's capitulation is delayed, not cancelled

As Silicon Valley pivots to patriotic capital, China ties linger

Now everyone hates private equity I'll buy some

How private equity operating partner roles are changing

Private equity's deal machine restarts but exits still sputter

Why private equity is coming for your infrastructure


AI / ML

Consumers know more about AI than business leaders think

The race for an AI-powered personal assistant

Artificial intelligence companies seek big profits from 'small' language models

OpenAI put 'shiny objects' over safety, departing top researcher says

CoreWeave raises $7.5? billion in debt for AI computing push

Microsoft's emissions jump almost 30% as it races to meet AI demand

Senate group recommends spending tens of billions of dollars on AI

A big plot twist at OpenAI

Creating together: How humans and generative AI will galvanize more innovation

Executives are bullish? on GenAI for finance and accounting despite low adoption rates

American AI data centers may use as much energy as new US solar farms produce

AI keeps going wrong. What if it can't be fixed?

Legal teams braced for AI test

AI will take up to 10% of big tech IT budgets

AI talks leave 'little tech' out


ESG / Climate Change

Calpers to direct $25 billion to green private market investments

Can banks really fix the climate crisis?

Climate change is likely to slash global income

Thunderstorms, wind and climate change: Here's what to know

Homeowners insurance sector slammed by climate impacts

The home insurance crunch

Home insurance costs have surged 34% in last five years

Financing the transition to a carbon-neutral economy

Banks back fossil fuels ith $7.1 trillion

Funds calling themselves 'ESG' face new restrictions in Europe

UK fund managers vent frustration over stalled ESG policies

The retreat from ESG proxy voting

The fintechs using technology to bolster ESG

Europe's energy transition


Bigtech?

Robert Dennard, IBM inventor whose chip changed computing, dies at 91

Meet the 84 year old man who saved Nvidia

Big tech's capex splurge may be irrationally exuberant

Big tech companies were investors in smaller AI labs. Now they're rivals.

Microsoft set to face EU competition charges ove Teams software

What;'s next in chips...

What if the top big tech companies see a profit decline in 2024?


Fintech??

European fintechs expect to grow business in next year

Stash launches StachWorks, a workplace benefit backed by SHRM

How fintech collaboration can be a strategy for success

Pent-up energy could drive fintech M&A wave

a16z May Fintech Newsletter


Blockchain / Crypto?

Steven Cohen's Point72 also an owner of bitcoin via spot ETFs

Futures exchange CME plans to launch bitcoin trading

The night that Sotheby's was crypto-punked

Deutsche Bank to test asset tokenization with Project Guardian

S&P Global rankings urges asset managers to embrace tokenization

Why real world asset tokenization is captivating both DeFi and TradFi

21 asset tokenization statistics showing an optimistic future

Blockchain platforms see surge in transaction speeds

Franklin Templeton CEO: Blockchain offers major cost savings for tokenization


Regulation / Compliance??

A Supreme Court victory for the CFPB won't end a regulatory fight

Judge blocks new US rule limiting credit card late fees

SEC adds new incident response rules for financial sector

Pause of CFPB card late fee rule gives time for new strategies

US financial regulators propose anti-money laundering rules for fund advisers

Senate votes to kill SEC crypto accounting rule

Crypto case tests SEC's ability to police blockchain technology


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

How financial friction?hinder innovation

Fixed income markets poised for an accelerated innovation boom

Canadian corporate venture funding is dismal compared to the US

How PepsiCo avoids pilot purgatory with innovation partnerships

20 strategies to increase your company's marketplace value


Personal Development / Leadership?

The big power of small goals

How to make smart decisions without getting lucky

The stoic mindset: How to use ancient lessons to face life's challenges

Your personal brand needs a refresh. Here's where to start.

Why an uncertain world needs to take on more risk

The downside of delayed gratification

This is the best career (life) advice I ever got

It's not about intention, it's about action

If you're not seeking out challenges, how are you going to get better?


Podcasts / Videos??

Jerry Seinfeld - 2024 Duke Commencement Address

Jamie Dimon on the Economy, Geopolitical Risks and AI

Citadel's Ken Griffin?speaks at Qatar Economic Forum

TKP: Patrick Collison on Philosophies for running Stripe, Hiring, Decision?Making and Reading

Geopolitics: Navigating the Global Risk Landscaping

What it takes to build influence at work

Cliff Asness, Founder and CIO of AQR: Simple investing is hard


Speeches / Communications

Chairman Gary Gensler, SEC: "Jack Bogle, Haystacks, and Putting the Interest of Clients First"

Michelle Bowman, Mem. of Board of Gov. of FedRes: "Innovation and the evolving financial landscape"


Research Reports??

?McK: Six strategies for growth outperformance

The economic impact of generative AI

BIS: A machine learning framework for anomaly detection in payment systems

BIS: Digitization of Finance

The rise of China's innovation economy

OW: A comprehensive analysis of bank-fintech M&A

McK: The new real estate investment edge - Tech? enabled brand, CX and loyalty

EBA: Uses of DLT in the EU banking and payments sector

Understanding blockchain technology

OECD: Concentration of DeFi's Liquidity

TradFi vs DeFi

FT: Why public - not private - blockchains truly enable Web3 and DeFi

Bitcoin, Speculative Sentiments and Crypto-Assets Valuation

Apollo: Commercial Real Estate Finance - May 2024

KKR: US Multifamily in Focus

FIS: The Bank Branch of the Future

HL: Key Trends in Private Capital Markets

ISDA: US Basel II Endgame

Deloitte: 2024 Gen Z and Millennial Survey

The Quest for a Bold Capital Markets Union

WEF: Geopolitical Rivalry and Business

European Mobile Payment Report 2024

BearingPoint: Core Banking Platforms

Private Debt vs Bank Debt in Corporate Banking

Brookfield: Private Credit - Opportunity Rising

EY: GenAI in Insurance

Mercer: AI Integration in Investment Management

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