Finserv Reading - Week ending October 29, 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29日
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Banking

Ted Pick to become Morgan Stanley CEO

Morgan Stanley's James Gorman picked a good time to leave

Ukraine hangover makes European banks look rougher than they are

Goldman Sachs enters geopolitical advice business

Barclays shares drop on falling profits and gloomy outlook

Is it time to worry about banks' business lending?

Smaller banks look to shrink their way back to health

Growth strategy for these banks hinges on fintech partners

Seeking a successful path to core modernization

Are banks spending enough on IT? It's likely they're not

Banks closed 11% of in-store branches over past year

Barclays targets cost-cuts as investment banking fees slump 30%

Lazard quarterly profit misses estimates on dealmaking drought

Comerica stands out in small business banking with innovative co-op initiative

Maybe BaaS is the last strategy your bank should be looking at

Value-added services: A missed opportunity for banks in commercial payments


Wall Street

Debate over technology in trading is just starting

Market data prices rise far above inflation

The bond market, a sleeping giant, awakes

Cracks in the credit market are starting to widen

Despite Israel-Hamas war, it's (nearly) business as usual at Saudi investment forum

Wall Street has been quietly cutting 20,000 jobs in 2023


Economy?

The temptation to finance all spending through debt must be resisted

The economy was supposed to slow by now. Instead it's revving up.

America has turned global economy into new theater of war

UN report says global economy could be heading for systemic crises

World Bank's Banga.says geopolitics pose biggest, but not the only, risk to world economy


Asset Management

ETFs viewed as large opportunity by 74% of US asset managers, poll says

Ark finds silver lining in massive ETF losses: years of tax benefits

Hedge fund Two Sigma is hit by trading scandal

Behind Goldman Sachs' venture into the ETF launch business

Hedge funds trim exposure to mega cap tech stocks, banks say


Wealth Management??

ETF investors show strong interest in personalization

Nevermind the 1%. Mini-millionaires are where wealth is growing fastest?

Why wealth managers are targeting a shrinking market

Schwab broaden's RIA HNW banking with faster securities-backed loans

Envestnet sets up RIA for new embedded investment solution for financial institutions


Insurance

Insurers have a digital dilemma: Complex claims

Gen Z comes of age: Insurance's turn to mature

What has accelerated underwriting done for life insurers

How to manage risk of legacy technology in insurance sector


Real Estate???

Thanks to big data, landlords know how to squeeze the most out of renters

There's never been a worse time to buy instead of rent

Fed warns of stability risk from $24 trillion commercial real estate market

US new home sales surged in September

CBRE's profits sink by more than 55%


Payments?

Consumer digital payments

Emerging risks in US fintech payments since FedNow's launch

Apple Pay Later is now available to all users in the US

The Fed's debit card interchange proposal isn't pleasing merchants and issuers

CFPB: Credit card companies charged customers record high $130 billion in interest and fees in 2022

Generation Z will help shape payments innovations for years to come

Adyen's fighting to scale and PayPal is fighting to keep it

Venture Capital / Private Equity

Private equity wants part of retirement savings

How CFOs can adopt a VC mindset

Sustainability in private equity

Investor frenzy will overvalue AI tech-startups, says early OpenAI backer


AI / ML

How Sunak's Bletchley Park summit aims to shape global AI safety

How to tame AI's wild frontier

G7 agree to AI code of conduct for companies

AI developers are failing on transparency, new index shows

The future of AI is GOMA

The coming AI economic revolution


ESG / Climate Change

Climate activists want SEC to copy California, Europe

Lloyd's of London warns insurers climate-related pain is still to come

ESG is beyond redemption: may it RIP

Exploring the relationship between performance and ESG alignment

Climate risk spurs asset managers to update risk models

Carbon credits are a key player in closing carbon emissions gap

领英推荐

Asset managers should prepare for future related reporting

Insurers get to grips with evolving net zero standards

How UK net zero policy is veering off course for investors and the wider world

Climate tech investments decline but show signs of resilience

How will ESG fintech develop over the next five years?

MAS encourages engagement over divestment in net zero transition

Climate tech investments tumbles 40% over 2023


Bigtech?

Why Apple could be the clear winner in its rocky partnership with Goldman Sachs

Microsoft earnings growth accelerates on stronger-than-expected cloud demand

Google's cloud sales disappoint as advertising rebounds

Big tech cannot be regulated

The politics of prosecuting big tech

We cannot allow AI to make big tech even bigger, argues Steve Case

Microsoft's AI investment stabilizes its cloud business


Fintech??

Forging fintech's global future

Another day, another stock-price collapse for European fintech

It's too expensive for Hong Kong fintechs in Singapore

The state of the fintech market in Japan?


Blockchain / Crypto?

Is crypto financing terrorism?

How is blockchain changing financial services?

What's behind the latest surge in bitcoin? Little consensus and lots of noise

BlockFI begins post-bankruptcy wind-down

MicroStrategy's bitcoin bet turns profitable again during crypto rally

Where is the crypto market headed short term?

Will anyone hold Larry Summers responsible for his promotion of a crypto scam?


Regulation / Compliance??

OCC applying 'supply chain mindset' to bank-fintech scrutiny

If it moves, the SEC regulates it

SIFMA: SEC proposals on predictive data analytics are flawed

CFPB proposes long awaited data sharing rule

US banks face more fair lending scrutiny under new regulations


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

NYSE Launchpad to assist startups on their growth journey

With venture arm, Huntington CFO keeps eye on innovation, liquidity

Investing in innovation: Why skimping on IT spend hampers growth

Should your company consider creating a corporate venture capital arm?

BP Ventures to invest $200 million in dozen green energy startups


Personal Development / Leadership?

Byron Wien's 20 life lessons

Small habits that rewire your mind to be better

Lessons from five leaders who changed the world

All success is a lagging indicator

The secret to better habits in 2023

How to stop procrastinating using the "2-minute rule"

How to be thankful for your life by changing just one word?

The magic of committing to a specific goal


Podcasts / Videos??

The strategy mistake too many startups make

GS Exchanges: Unlocking the AI M&A Supercycle

Board of Changemakers: Navigating new norms

CNBC: The collapse?of FTX

Arnold Schwarzenegger is the influencer we need right now


Speeches / Communications

Lesetja Kganyago, Gov of the South African Central Bank: "Climate change and policy coordination - what can central banks do?"

Shri Swaminathan J., Dep. Gov.: "Fostering economic growth through sustainable finance and financial inclusion"


Research Reports??

GS: Navigating the AI Era

CFPB: Consumer Credit Card Market 2023

BIS: Central banks, marco-financial stability, and the future of the financial system

BIS: International portfolio frictions

BIS: AI, services globalization and income equality

CapGemini: Open Innovation

CapGemini: Why Consumers Love Generative AI

Neuberger Berman: Private Markets Update

Predictions of venture capital investments in European countries

EY: Digital assets and DLT - Opportunities for corporate treasury

FDIC: Quarterly Review

OW: Next-gen payment as supercharger

McK: Decarbonize and create value

McK: Connected revolution - The future of US auto insurance

IMF: Financial Access Survey

FedNow: Game changer for US consumer payments?

CBInsights: Venture Report Q3 2023

McK: Asia on the cusp of a new era

UNCTAD: Global Report on Blockchain

McK: Wealthtech in Asia Pacific

WEF; Evolution in NFTs

OW: Adapting to a changing world order

FSB: 2023 Bank Failures

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