Finserv Reading - Week ending May 26, 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26日
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Banking

Brazil's Nubank profit surges to nearly $400 million in Q1 2024

What a real-time money movement revolution means for banks and SMBs

First quarter 2024 banking conditions

Banks are ditching their branches

Banks are now targeting some of private credit's riskiest debt

Banks warn of growing energy-related risks in mortgage portfolios

JPMorgan's AI-powered KYC operations boost productivity by up to 90%

Italian banks must quit Russia, ECB's Panetta says?

The comeback story for European banks is changing

Financial service providers highlight opportunities in cloud-native banking

Canadian banks' quarterly profits seen pressured by higher bad-debt provisions

Goldman Sachs first Wall Street bank to get green light for Saudi Arabia HQ

Is open banking the future of finance?

For Gen Z and Millennials, embedded loans beat traditional credit

80% of consumers prefer a full digital banking experience

UniCredit studies 'every possible M&A target', rules out SocGen CEO tells FT


Wall Street

Nvidia to increase dividend 150%, effect stock split

Anglo American to enter talks with BHP after rejecting $50 billion bid

What went wrong with capitalism

Wall Street braces for faster trade settlement


Economy?

Why economist forecasts of a US recession were so wrong?

Americans hit by inflation are feeling worse financially, especially parents

America is still having a 'vibecession'

Here's why Americans are confused and angry about the economy

Boost for global economy as US, Eurozone accelerate in tandem


Geopolitics

Copper prices to rocket to $40,000 a ton, says top trader Andurand

China is winning the minerals war

Behind New Caledonia's riots, a fight over vast reserves of nickel

Geopolitics helps reignite New Caledonia's anti-colonial unrest

Have geopolitics 'weaponized' the supply chain

Geopolitical risk is rising: How CEOs can prepare


Asset Management

Why Cathie Wood's ARK Innovation ETF is struggling in 2024 despite the stock market rally

Global ETFs gather record $468 billion

Hedge funds cut stakes in magnificent seven to invest in broader AI boom

Izzy Englander's hedge fund Millennium wants to rival Citadel in commodities

Vanguard defends dominance of US equities in EU-domiciled funds


Wealth Management??

What's worrying single-family offices, according to UBS

Which investment platform has the lowest fees?

Chinese sovereign?bond trading suspended after frantic retail buying

Investors to increase use of ETFs in next year

The first trillion dollar RIA is coming

Is your company's 401(k) match unfair?


Insurance

Home insurance is so pricey people are moving

Evolving insurance with digital efficiency

Transforming engagement can change the insurance industry?

Transformative years ahead for the insurance sector

The biggest tech trends in Asia's insurance sector


Real Estate???

A $10 billion real-estate fund is bleeding cash and running out of options

Do high housing costs threaten the American dream?

Nearly one in three homes listed in the US are new builds

A really bad sign for commercial real estate

Starwood REIT limits withdrawals


Payments?

Mastercard accelerates card fraud protection detection with generative AI technology

US real-time payments are in their early days, but show steady growth

Google Psy will now display card perks, BNPL options and more

This may be the year you pay with your face as biometrics hit tipping point

BNPL is here to stay and going mainstream

Payments: A competitive edge for banks in the fintech era


Venture Capital / Private Equity

Some Silicon Valley VCs are becoming more conservatives

American Funds parent launching partnership with KKR to move into private assets

How Wall Street lenders are betting big on the AI boom

Softbank targets $9 billion a year in AI investments while hunting bigger deals

Hedge funds hit by lack of private equity exits

How do VCs see the next phase of the fintech revolution


AI / ML

JPMorgan to give AI training to all new hires

Blackrock in talks with governments about investments to power AI

AI's black boxes just got a little less mysterious

The unlikely stocks that became a hot bet on AI

The great AI challenge: We test which bot is best

AI and analytics in banking

Why the AI revolution is being led from below

How AI creates fair lending

AI adoption and geopolitical shifts influences flows of sovereign wealth fund capital

Big tech goes on AI charm offensive in Europe as regulators circle

Where's the RoI for AI? CIOs struggle to find it

Pocket-sized AI models unlock new era of computing

5 ways criminals are using AI

The big AI risk not enough people are seeing


ESG / Climate Change

Africa must reap the benefits of its energy transition minerals

Solar hits above its weight in powering US energy transition

Eight facts about permitting and the clean energy transition

Why insurance is key to speeding up the energy transition

Geopolitical fragility, economic uncertainty blunts energy transition

Cities need data-driven approaches for energy transition, says report

ESG fund launches slump to five year low

ESG funds are leaking money for the first time

Your home insurance company dumped you. Now what?

Florida's 125% surge in property-insurance bills sow havoc

How climate change will turn up the heat on payers

Drought drove almost $10 billion in crop insurance payouts in Texas over 22 years

How India is coping with extreme heat

BoE to intensify climate change scrutiny of insurers

Investors bet on municipal bonds despite accelerating climate concerns


Bigtech?

Google's moonshot factory falls back down to earth

Tech workers retool for AI boom

Big tech moves more AI spending abroad

Tech giants aim to license Hollywood content for AI models


Fintech??

Fintech crisis leaves millions of Americans unable to access their money

With a16z-backed Synapse's collapse, BaaS fintech is a mess and 10 million consumers could be hurt

There's a real appetite for a fintech alternative to Quickbooks

The great balance act: The future of embedded finance


Blockchain / Crypto?

Grayscale CEO Michael Sonnenshein steps down

The crypto comeback

How blockchain is reshaping supply chains beyond finance

Tradeweb inks blockchain deal with Alphaledger

Ethereum ETF approval could spur 60% rally as ETH buying increases


Regulation / Compliance??

Biden opposes digital asset bill

CFPB rules that BNPL lenders should be treated as credit cards

Citi fined over $444 billion fat finger error

SEC widens accessibility of crypto investing with approval of ETFs for Ether

Washington's pivot on bank rules could free up tens of billions

US WhatsApp crackdown spreads to global banking regulators

How California and the EU are working together to regulate AI

The House votes to make CFTC main crypto regulator, a win for the industry


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

3 ways to clearly communicate your company's strategy

All business strategies fall into 4 categories

A great sales pitch hinges on the right story

From stagnation to innovation: Make business model reinvention real

T-Mobile's corporate venture arm reveals second fund to invest in AI, edge computing and more

Databricks expanding AI investments in second VC fund


Personal Development / Leadership?

Disagreements are healthy, how to stop making them toxic

3 tips for new managers to develop their personal leadership playbook

Seven effective leadership skills for the AI future

The problem with behavioral nudges

Life comes at you fast. So you better be ready.

The important thing is not to be afraid

How you do anything is how you do everything


Podcasts / Videos??

Stripe Sessions: A conversation with Nvidia's Jensen Huang

Talks at GS: Will Guidara, Restaurateur

How Nvidia grew from gaming to AI giant, now powering ChatGPT

Microsoft Build opening? keynote: Satya Nadella

Think Fast, Talk Smart: Power and Persuasion

A better framework for solving tough problems

Bill Gross: Inflation, interest rates and more


Speeches / Communications

Randall Kroszner, Fin Pol Comm, Bank of England: "Balancing the productivity opportunities of financial technology and AI against the potential risks"

Philip Jefferson, Vice Chair of FedRes: "US Economic Outlook and Housing Price Dynamics"

Lindsell Train: A Very Long Hill


Research Reports??

BBH: 2024 ETF Survey

McK: Ready. Set. Scale. Shaping leaders for hypergrowth.

BIS: Insights for interlinking fast payment systems

L&W: EU AI Act - Navigating a brave new world

Assessing geopolitical risk on the length of IPO global listing across global markets

IDC: Generative AI for Insurance

Deloitte: Generative AI - A CEO innovation mandate for insurers

US Wealth Management - State of the Industry

KPMG: How AI can be good news for wealth managers

BoA: AI Trends Impact Report

DB: Latest in AI

Deloitte: Core Banking Modernization

KPMG: The importance of value streams in the age of AI

KPMG: Making cents of GenAI

UoC; ChatGPT in Stock Prediction

BIS: GenAI and cyber security in central banking

SocGen: Applying Data and AI - Our Flagship Use Cases

AI, Data and the Cloud in Financial Services

ESMA: Building more effective and attractive capital markets in the EU

WSJ: Amplifying our humanity through AI

UBS: Global Family Office 2024

AI at work is here

Hamilton Lane: To Be or Not To Be

FTPartners: Q1 2024 Insurtech

CBInsights: AI Report - Q1 2024

Allianz: 2024 Global Insurance Report

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