Finserv Reading - Week ending November 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11月24日
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Banking

Nubank in talks over domicile switch to UK

What are banks doing with your financial data?

BoA targets regional banks to expand risk transfer market

The yawning investability gap between US banks and UK peers

Trading assets at banks cross $1 trillion for first time since financial crisis

Why do banks fail? The predictability of bank failures

Latin America is making progress on banking the unbanked

Citizens Bank sharpens mobile banking app

How the role of chief risk officer at banks is evolving

Open banking is finally coming to America

JPMorgan UK digital bank debuts first credit card

Brazil's digital banks shine with record profits

Banking as a service (BaaS): How APIs are transforming financial services

How Trump's deregulation drive could impact banks

Banking-as-a-Service will provide plumbing for half of future banking activity says NatWest boss

Creating harmony between business and customer value


Wall Street

Three big market uncertainties

Investors are betting on a market melt-up

What to expect from the markets under Trump

The new titans of Wall Street

Wall Street is optimistic about Trump 2.0

Welcome to the world of 24 hour stock trading


Economy

Marc Rowan emerges as a top contender to be Donald Trump's Treasury secretary

Trump Inc.: How a second administration could rewrite the way America does business

Elon Musk takes on America's shrink-to-greatness challenge

Finding the money to make Europe great again

The global economic impact of the US election


Geopolitics

Globalization is not dead - it's just changed

A new era of climate geopolitics is playing out at COP29

Geopolitics roil capital markets

Dollar stumbles as geopolitical worries create uncertainty

European stocks sink as investors flock to safety amid geopolitical jitters

TSMC cuts China's access to advanced chips

Why Trump's space for deal-making in the Middle East has shrunk

The world monetary order: From currency globalization to currency geopolitics

WTI hits $71 as geopolitical risks mount

European stocks fall to three month low amid geopolitical jitters

Gold surges $150 in a single week as geopolitical tensions reach critical levels


Asset Management

State Street and Bridgewater latest to seek access to Alts with tie-up

The 'linked benefits' of index investing

Bridgewater opens strategy to retail investors through State Street ETF

Vanguard says shareholders can vote for profits over ESG issues

Hedge funds are piling into the nuclear sector, Goldman Sachs analysis shows

Citadel's Ken Griffin says multistrategy hedge fund boom is over


Wealth Management??

Robinhood makes wealth management push through $300 million TradeMPR deal

The rise of retail - the US perspective

Julius Baer flags inflows pickup, brighter outlook

Investment advisors embrace ETFs

Robinhood takes aim at one of Charles Schwab's remaining bastions


Insurance

Severe weather, natural catastrophes are 'blind spots' for P&C insurers

P&C insurers face strategic pressure as growth in premiums slows

Global reinsurance thrives despite catastrophe losses

How insurtech is disrupting traditional insurance models: Trends to watch

Are legacy systems weighing down the insurance industry?


Real Estate???

New-home construction falls to 3 month low

US home sales see first annual gain in over 3 years

Commercial real estate is turning a corner

7 trends that will dominate real estate portals and proptechs



Payments?

New Fed payments study details card use in US

Retailers tell Senate credit card 'swipe' fees are adding 'inflationary pressure to the US economy'

Barclays Bank in talks over giving away 80% stake in merchant acquiring business

PayPal CEO pushes beyond payments

Boosting commercial payment speed and security with virtual cards


Venture?Capital / Private Equity

The price of public credit can rise and fall dramatically. That's a good thing.

Thrive Capital: the venture firm staking billions on a few big bets

AI investments are booming but venture firm profits are at a historic low

Private equity buyers snap up two more US accounting firms

All eyes on IPOs


AI / ML

How to be systematic about adopting AI at your company

Could GenAI end incumbent firms; competitive advantage?

What sets AI-driven companies apart

European central banks look to GenAI to improve inflation forecasting

Generative AI: Separating hype from reality

The next AI battle: Who can get the most Nvidia chips in one place

Amazon invests an additional $4 billion in Anthropic, an OpenAI rival

How to cut AI's appetite for electricity and water

When IR met AI: How the technology is shaping earnings day prep

How AI could help bring down the cost of college

2 years of ChatGPT: 4 lessons about AI and ourselves

Banks bet on AI to deliver digital efficiencies

Banks and private finance seek slice of $1 trillion of AI pie

Without data context, there is no AI

Lazard's US approach: revolutionizing small caps with AI

AI can be a superpower for financial services

Big tech's AI spending hits new heights

AI will force tech investors become macro aware


ESG / Climate Change

What are green bonds and how can they help the climate?

China's complicated role in climate change

Climate change is remaking US energy markets

Climate change is increasing hurricane wind speeds, study finds

EU leading global energy transition

Data center reliance on fossil fuels may delay clean energy transition

The role of energy storage technologies in the energy transition

25 tech and infrastructure problems to solve before we can reach net zero

Critical mineral recycling could avoid energy transition shortages

Making the transition to sustainable trade and logistics

How the UN's new system for trading carbon credits could accelerate the energy transition

Trump's second term sparks a turning point in ESG and climate disclosure policies

EU seeks to simplify ESG reporting

EU stress test forecasts EUR 630 billion bank losses from climate and macro shocks

COP29: Climate finance and adaptation


Bigtech?

Thomas Kurtz, mathematician, 1928-2024

What Trump means for Silicon Valley

Should tech giants be treated like nation states?

Who wants to buy Chrome?

US seeks Google divestitures including Chrome sale in search monopoly case

Nvidia doubles profit as AI chip sales soar

How Google spent 15 years creating a culture of concealment


Fintech??

Early Revolut investors cash out at least $300 million in share sale

Klarna's planned IPO sets the stage for more fintech listings

N26 just had its first profitable quarter

Fintech New Silver inks deal with Fortress for real estate loans

Will 2025 be the turning point for cybersecurity in finance?


Blockchain / Crypto?

Goldman Sachs to spin out blockchain platform

MicroStrategy's magical bitcoin buying machine uses some wacky math

Trump to meet privately with Coinbase CEO Brian Armstrong

Trump team mulls creating first ever White House crypto rule

Crypto industry jockeys for seats at Trump's promised council

Trump Media in talks to acquire ICE crypto firm Bakkt, report

Charles Schwab eyes spot crypto trading once regulations change

Shanghai court says crypto ownership legal under China law amid bitcoin surge

Trump's former CFTC chair eyed for 'crypto czar' role

Cathie Wood's ARK bullish on $500 trillion tokenization market as tether enters race

CFTC advisers recommend use of tokenized assets as collateral


Regulation / Compliance??

SEC Chair Gensler to depart agency on January 20th

US court vacates SEC 'dealer rule' on Treasury markets

Trump's SEC likely to halt 'off-channel' texting probe that's led to billions in fines

CFPB tweaks big tech payments rule

CFPB suggests that state privacy laws can - and should - regulate financial data

Trump's FCC chair is Brendan Carr, who wants to regulate everyone except ISPs


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

It's time to reimagine scale

Strategy in an era of abundant expertise

European deeptech companies: Shaping the future of innovation

Corporate investors tap $30 billion secondary market to exit startup holdings


Personal Development / Leadership?

Impact vs time: A leader's guide to slow productivity

Steve Jobs' lesson to Tim Cook about emotional intelligence

3 leadership lessons we can learn from ethical hackers

Navigating uncertainty: Lessons in leading teams through transformational change

The myths that made Elon Musk

How you do anything is how you do everything

Here's the technique that ambitious people use to get what they want

A stoic guide to navigating the modern workplace

Meet your worst enemy


Podcasts / Videos??

Adam Grant: The surprising habits of original thinkers

Communications is a linchpin of innovation adoption

Tearsheet: Peter Renton's forecast for Banking as Service and Embedded Finance

Evan Thorpe, SixThirty: VCs outlook for fintech

The geopolitics of chips: A manufacturing miracle

Talk First, Think Smart: How story can change everything?in your career

Jon Grey, President and COO, Blackstone: "Why is he investing in a data center?"


Speeches / Communications

Christopher J. Waller, Mem of Board of Gov. of FedRes: "What roles should the private sector and the Federal Reserve play in payments?"

Gabriel Makhlouf, Governor of the Central Bank of Ireland: "Navigating the Shifting Landscape"


Research Reports

?The Rise of Web3

The Robo Report 3Q 2024

Juniper: Top 10 Fintech Trends 2025

JPAM: Investment Outlook 2025

Blackrock: AI's Big Questions

WTO: Trading with Intelligence - How AI shapes and is shaped by international trade

BCG: The AI Maturity Matrix - Which economies are ready for AI?

BoE: AI in UK Financial Services 2024

ECB: Navigating a Fragmented Global Trading System

Carnegie: Geopolitics and Statecraft in the EU

Rothschild: Growth Equity Update

UBS: Roaring 20s - The next stage

GSAM: 2025 Outlook - Reasons to Recalibrate

FSB: Promoting Global Financial Stability

Protecting European Innovation

EY: PE/VC Roundup - October 2024

JPM: Outlook 2025 - Building on Strength

KPMG: AsiaPac Private Equity Barometer 2024

CG: Software Engineering with GenAI

CG: GenAI in Organizations

CG: AI and GenAI in Cybersecurity

Accenture: Seeking Shared Success

WEF: Advancing Governance in the Future Internet

KPMG: Understanding the new reporting rules for digital assets

KPMG: AI in Financial Reporting

Deloitte: Powering AI

Deloitte: Future of Mobility in Insurance

Deloitte: Turbocharging Specialty Insurance

Deloitte: Top 10 Priorities for Chief Data and Analytics Officers

MS: Slower Growth, Stickier Inflation

Mastercard: The Tokenization Innovation Report

IBM: GenAI in the Insurance Industry

CBInsights: 2025 Tech Trends

Cambridge: The Global State of Open Banking and Open Finance

McK: The Global Insurance Report 2025

ITFA: Bridging the Trade Finance Gap

SIFMA: The 2024 Market Structure Conference Debrief

Cybersecurity Risks of GenAI Code

Wharton: Navigating GenAI's Early Days

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