Finserv Reading - Week ending October 22, 2023

Bijon Mehta Bijon Mehta

Bijon Mehta

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

发布日期: 2023年10月22日
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Banking

US regional bank shares slide as higher rates dim profit outlook

Morgan Stanley's earning fall9% on lower investment banking revenue

Bank of America's unrealized losses on securities rose to $131.6 billion

Goldman Sachs wants out of consumer lending, employees say it can't happen fast enough

Bank earnings continue to demonstrate digital shift also includes branches

How billion-dollar fines are reshaping digital communications in banking

Truist: 60% of transactions are now digital

Marketing at community banks fuels loans, deposits: Study

How to use profitability modeling to power your relationship banking strategy

China's regional banks facing $300 billion loss

Regional banks still have a profitability problem

Banks report continued pain on commercial real estate loans

Small banks, big impact: Community banks' role in small business lending

To avoid the next crisis, banks need to rethink their approach to risk

Bank of America, Wells Fargo plan more branch closures


Wall Street

Financiers stick to "Davos in the Desert" plans despite Middle East war

LSE outage halts trading in hundreds of small-cap stocks

What if Wall Street doesn't bounce back?

EQT testing private stock sales as IPO markets 'dysfunctional'

The $24 trillion problem haunting Wall Street


Economy?

Federal Reserve warns of growing geopolitical risks to global financial system

Federal Reserve chair pledges to move carefully on rates amid 'range of uncertainties'

Don't rule out a financial crisis in China

A recession is no longer the consensus

How will the Israel-Hamas war affect oil prices and the global economy


Asset Management

Achieving efficiency in asset management

Blackrock launches industry's only target date ETFs

More funds will be tokenized

A mountain of worry for investors

US mulls pushing banks to curb leveraged trading by hedge funds


Wealth Management??

The trusted 60/40 investing strategy just had its worst year in generations

Blackstone warns of looming hit to consumers from surge in bond yields

Banks' wealth management heyday may have passed

UBS doubles down on wealth management

Advisors prefer independent business models, Fidelity finds


Insurance

Home insurance is so high in this Florida town, residents are leaving

Allstate's cloud first approach to digital transformation pays off

To get ahead, insurance companies need to think beyond core system upgrades

Covid 'accelerated' shift in health and wealth mindset

Insurtech statistics: A transformative force within insurance


Real Estate???

Housings' other threat to the economy

Why everybody who's anybody in Manhattan real estate knows Jon Mechanic

Home sales at lowest point since 2010 as high mortgage rates squeeze market

Real-estate commissions could be the next fee on the chopping block

America's downtowns are empty. Fixing them will be expensive.


Payments?

Cross border payments search for their Netflix moment

Apple Pay user statistics - How many people use it?

Late payments rise on US loans tied to inflated pandemic credit scores

Student loan payments will have minimal impact on US economy, Fed research shows

Visa, Mastercard want a slice of Africa's mobile money

Fed to propose lowering debit card swipe fees?


Venture Capital / Private Equity

The VC industry needs to rip up the playbook and start again

Fintechs, Walmart, and crypto: A venture capital firm's take

BankTech Ventures invests $13.5 million in six fintech startups

Payments funding slips further

Navigating the contradictions: The 2023 venture capital landscape


AI / ML

Bloomberg says its using machine learning to deliver near real-time bond prices

What large language models do to the trading desk

How to prevent AI from provoking the next financial crisis

What is the government's role in developing - and regulating - AI?

ChatGPT parent OpenAI seeks $86 billion valuation

Mustafa Suleyman and Eric Schmidt: We need an AI equivalent of the IPCC


ESG / Climate Change

Will California's new climate disclosure rules set a standard?

Climate fund talks collapse as rich and developing countries clash

China tightens its chokehold on graphite needed for EV batteries

Amazon water levels hit record lows drought worsens in rainforest

领英推荐

As storm damages mount, states try to make it harder to sue insurers

More than 50,000 companies to report climate impact in EU after pushback fails

MAS proposes transition planning guidelines for financial institutions amid global net zero push

Edmond de Rothschild AM launches climate-focused fund

Climate change: The big challenge and opportunity for insurers

How asset managers are taking up the challenge of gauging corporate harm to land and sea

Building an energy roadmap to net zero


Bigtech?

Apple and Goldman Sachs: The messy partnership that might soon fall apart

Silicon Valley ditches news, shaking an unstable industry

Big tech won. Now what?

Big tech's favorite legal shield takes a hit

iphone and apps are trumping cards for payments - but be cautious


Fintech??

Plaid appoints first CFO

Prove Identity raises $40 million

Why fintech is a critical piece to meet SMB FedNow demand

The world of super-apps in the fintech realm


Blockchain / Crypto?

Three crypto groups sued by New York for defrauding investors for $1.1 billion

Blackrock CEO Larry Fink seeing client demand for crypto 'around the world'

Binance to stop accepting new users in UK

Where is crypto policy heading in a post-FTX world

Eurex expands crypto derivatives suite

Tokenization of RWAs gets a boost with DTCCdeal to buy blockchain startup Securrency

US OCC to host discussion on tokenization of real-world assets


Regulation / Compliance??

CFPB eyes open banking with financial data rights rule proposed

California enacts two new virtual currency laws

Fintech chiefs raise AI regulatory fears in parliament

US steps up crackdown on illicit activity in crypto markets

Back to the analogue age: the SEC's threat to fund management


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

To sell an unconventional product, tell a compelling story

What fast-moving companies do differently

FBI launches drive to secure innovation in response to intelligence threats

Has overuse of the term 'innovation' by businesses turned it into a meaningless buzzword

Bank of America to spend $3,8 billion on innovation next year


Personal Development / Leadership?

12 lessons from 7 years of the Daily Stoic

Timing matters: Design the day for maximum productivity

Superlinear Returns

How to stop taking work so personally

19 rules for a better life (from Marcus Aurelius)

20 best lessons from interviewing today's top performers

How to stick with habits when your willpower is gone


Podcasts / Videos??

Mark Carney on The David Rubenstein Show

Freakonomics' Steve Levitt on the secret of making tough decisions?

Think fast, Talk smart: How to spark creativity in your communications

TKP: Jerry Colonna - The CEO Whisperer

GS Exchanges: Commercial real estate risks

Ray Dalio: Risk, Return, and Asset Allocation


Speeches / Communications

Alessandra Parrazelli, Dep. Gov of Bank of Italy: "Data science in central banking - Enhancing the access to and sharing of data"

Agustin Carstens, GM at BIS: "Some lessons for crisis management from recent bank failures"


Research Reports?

OW: Vision for Economic Growth - A roadmap to prosperity

OW: Realizing climate finance opportunities

OW: Lessons from the "capital meets policy dialogue, Europe chapter"

OW: Shaping tomorrow's digital asset landscape together

OW: Multilateral platforms - Opportunities and challenges in enhancing cross-border payments

OW: Shifting gears in ESH performance monitoring

KPMG: Venture Pulse 3Q23

CapGemini: A journey to quantum safe cryptography

CapGemini: World Life Insurance Report

CapGemini: Digital in Industrial R&D

PwC: Puting security at the epicenter of innovation

EY: How to make your decarbonization vision a reality

Deloitte: Chief Data Officer Survey 2023

Deloitte: Data analytics and digital commerce strategies in Southeast Asia

Deloitte: 2024 Commercial Real Estate Outlook

Deloitte: Demystifying algorithms and artificial intelligence

Deloitte: 2023 Mid-Market Technology Trends

MX: 2024 Digital Banking Playbook

The State of Tokenization

UBS: The TechGPT Compendium

Gartner: Top Strategic Technology Trends 2024

CitiGPS: Supply Chain Technology

BIS: Big techs in finance

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