IHS Markit

Difficult macroeconomic conditions for electric vehicle and software services sectors are unlikely to suddenly improve and these will continue to propel securities finance revenues, observes S&P Global Market Intelligence’s director of securities finance, Matthew Chessum

S&P Global Market Intelligence’s director of securities finance, Matthew Chessum, and director for beneficial owner services, Rob Nunn, review securities lending market revenues during 2022 and provide pointers for expected market performance into 2023

If markets continue to trend higher and the recent volatility continues, these could be perfect conditions for securities finance revenues to deliver impressive returns during H2, observes Matthew Chessum, director, securities finance, S&P Global Market Intelligence

Paul Wilson, managing director and global head of securities finance at IHS Markit, finds that global securities finance revenues increased year-on-year, sustained particularly by equity values and returning demand in APAC as markets removed short-selling bans

Sam Pierson, director of securities finance at IHS Markit, analyses the boom-bust cycle that continues for US equity specials demand

Q2 revenues grew by 13 per cent YoY to US$2.85 billion, with lending revenues from exchange-traded products having their best quarter on record. IHS Markit’s Sam Pierson dissects the numbers

Over the first three months of the year global lending revenues increased by 15 per cent YoY as US equity special balances went to the moon and back. IHS Markit’s Sam Pierson walks through the Q1 data

IHS Markit data indicates global dividends are set to recover overall, but not universally, this year and hit $1.78 trillion and provide a healthy revenue stream for the securities finance universe