Hello everyone,

An Headlink-Partners selection of articles (in English and in French) from last week on Capital Markets, Asset Management and more.

Enjoy!

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Capital Market

• Banking on Trump (investors in bank stocks are clearly giving him endorsement. Will Trump reduce Compliance requirements for Banks? Will interest rate rise more quickly?)
• Les 3 destinations privilégiées par les financiers britanniques après le Brexit (Paris, Francfort et…)
• HSBC ready to allocate more capital to Investment Banking (robust results on Fixed Income business may impact the strategy of IBs)
• SG boosted by Investment Banking and international operations (results on Fixed Income are pretty good and boosted SG profits)
• Deutsche Bank should shut its Investment Banking Operations according to an analyst

Asset Management and Private banking

• Shift from active to passive investing doesn’t seem is not as it seems (the shift from active to passive is simply switching from expensive passive investing to inexpensive passive investing)
• US investment industry prepares for regulatory overhaul (WIll Trump bring in lighter regulations? Interesting development to come on Dodd-Frank legislation)
• The Americans are coming lock up (Brexit and weak pound make UK Asset Managers very attractive for US players)
• Brexit would be a disaster for Fund Manager Industry (Fund Manager’s lawsuit forces Parliament vote on Brexit)

Digital and Fintechs

• BNP Paribas accélère dans sa stratégie Digitale
• Is Europe ready for FinTech? (Interesting roundtable with European regulators)
• Generali lance son propre robo-advisor (encore une nouvelle initiative. Néanmoins est-ce la bonne approche pour un produit « vendu » et non « acheté »)
• Face aux Fintech, les banques contre-attaquent

Management

• Comment l’employabilité a t-elle tué le temps libre ? (excellente réflexion sur la nécessité d’avoir un temps libre « inutile »)

Regulation

• What Trump could might mean for Wall Street reform law (very comprehensive Q&A)
• PRIIPs attendra 2018 (bonne nouvelle pour l’industrie qui devrait avoir le temps de se préparer dans de meilleures conditions. Prochaine étape dans 6 semaines avec la publication d’une nouvelle version des RTS)
• Les assureurs veulent un allègement de la pression réglementaire

Vincent Moreau

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