eSecLending Insights

Hosted by eSecLending

Business

Website RSS feed

Episodes

122

Latest episode

Sep 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

September 1, 202623 min

Skiing into September: Funding Markets and the Road to Year-End

With attention turning to year-end positioning, Team eSec discusses the outlook for interest rates, repo and funding markets, securities lending demand, and emerging opportunities. They also highlight anticipated discussion topics and market priorities heading into ISLA Americas, with a detour into an unfortunate water-skiing adventure. 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.

July 30, 202622 min

A Hawkish Hold and a Summer Swoon

Team eSec unpacks the Fed's latest "hawkish hold," what it means for rates and reinvestment strategies, and highlights key securities lending opportunities including SpaceX, Birkenstock, and Medtronic. They also discuss evolving client priorities around balance sheet optimization and market trends. 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.

July 15, 202620 min

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.

July 7, 202619 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.

June 18, 202623 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.

June 9, 202621 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.

May 11, 202618 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.

April 27, 202622 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.

April 2, 202627 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.

March 6, 202629 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.