eSecLending Insights
eSecLending Insights
eSecLending
Always with a lens of what matters to beneficial owners, the team at eSecLending keeps it fresh and current with up to date perspectives on the latest securities finance market demand and other trends across the industry This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
A Belter of a First Half: Record Securities Lending Revenues
Team eSec welcomes Matt Chessum from S&P Global Market Intelligence for a World Cup-inspired discussion of record H1 securities lending revenues. They explore the rise of Asian markets and ETFs, key revenue drivers, and why 2026 could become another record-breaking year. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Jul 15
20 min
Markets Roar into Q3: Funding Trends, Fed Outlook & Summer Liquidity
Team eSec recaps a busy June, discussing quarter-end funding, equity financing, the Fed's latest outlook, SpaceX's market debut, and what liquidity trends could mean for the second half of the year. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Jul 7
19 min
Live from Lisbon with Matt Brunette
Recorded live at the ISLA 33rd Annual Securities Finance & Collateral Management Conference in Lisbon, Team eSec is joined by Matt Brunette of Norges Bank Investment Management for a discussion on the evolving securities finance landscape. Topics include heightened funding demand, dynamic risk pricing, pledge structures, capital optimization, operational efficiency, AI, and the market trends shaping the future of securities lending. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Jun 18
23 min
June Heats Up: Bonds, Rebalances & IPOs
Team eSec breaks down a packed June, from Russell reconstitution activity and the highly anticipated SpaceX IPO to shifting Fed expectations, rising Treasury yields, elevated lending volumes, and the market forces shaping the weeks ahead. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Jun 9
21 min
Market Pulse: Tensions, Rates, and Opportunities
Team eSec breaks down the latest market dynamics shaping securities lending, from Middle East geopolitical tensions to shifting rate expectations and funding conditions. The team discusses cash reinvest performance, secured versus unsecured funding trends, IPO activity, and what upcoming regulatory and policy changes could mean for the months ahead. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
May 11
18 min
IPOs on the Horizon
Team eSec shares takeaways from recent industry events, emphasizing how rapid AI and technology changes are reshaping automation while maintaining strong relationships remains essential. They review IPO and corporate‑action lending opportunities, focusing on the NASDAQ 100's rule changes (IPO "fast entry") and what these shifts could mean for the market. Have a question? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Apr 27
22 min
Q1 Market Dynamics: From Geopolitical Impacts to Regulatory Shifts
Team eSec breaks down Q1 securities finance activity, from funding‑market volatility and shifting rate expectations to evolving collateral trends. The team also unpacks the SEC's long‑awaited 15c3‑3 relief, its implications for equity collateral, and what it means for lenders and borrowers. They close with insights on career development in the industry and a quick look ahead at IPO market dynamics. Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Apr 2
27 min
Markets in Motion: Volatility, Regulation & What’s Ahead
Team eSec dives into recent market activity shaped by geopolitical conflict, shifting rate expectations, and notable moves across treasury and equity markets. They share insights on widening spreads, funding dynamics, regulation updates, and takeaways from the ISLA Americas Boston Briefing, while also previewing the upcoming PASLA conference. Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Mar 6
29 min
Listener Questions, Market Surprises, and a Whole Lot of Volatility
Team eSec digs into their first-ever listener question, exploring the surge in vendor platforms and whether the industry is headed toward consolidation or broader innovation. The conversation spans market‑structure shifts, sector volatility, macroeconomic cross‑currents, and what these forces mean for securities lending demand. Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Feb 13
29 min
A Stonker of a Year: Fun Facts, Trends, and Predictions
Matt Chessum from S&P Global Market Intelligence joins Team eSec to discuss the significant trends in securities lending data for 2025. They cover everything from market performance, top revenue-generating securities, insights into various regions and asset classes, and some facts that may be fun from 2025. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Jan 13
30 min
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