eSecLending Insights

eSecLending Insights

By eSecLendingBusiness
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eSecLending Insights episodes

  • Convergence and Growth: A Look Ahead to the ISLA Americas Conference

    Team eSec is joined by Bob Zekraus of GLMX to

    preview the upcoming 3rd Annual ISLA Americas Conference. They
    discuss increased buy-side attendance, product and workflow convergence across
    the securities financing market, and why growth and scaling are key themes.
    They also dive into how they use short conference meetings to identify new pain
    points, prepare clients for Q4 and year-end funding dynamics, and accelerate
    onboarding and execution.

    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.

    17 min
  • Fed Watch, Funding Dynamics, and Q4 Setups

    Team eSec discusses rising Treasury yields, Fed expectations, quarter-end balance sheet dynamics, and evolving opportunities across equities and corporate credit. The conversation also explores key industry challenges, from central clearing and onboarding to liquidity constraints, and the changes participants would most like to see across the marketplace.

    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.

    24 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.

    24 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.

    23 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.

    21 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.

    20 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.

    24 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.

    22 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.

    19 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.

    23 min

About eSecLending Insights

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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