Share repurchase authorizations remained robust in October 2025, despite record equity prices and broader economic uncertainties. Key takeaways from our analysis include:Consistent Level of Authorizations: $55 billion in repurchases across 68 companies, broadly consistent with October 2024.Sector ... >>>Read More
Convertibles Surge with Issuers in the Driver’s Seat: Matthews South Q3 2025 Convertible Market Review
As part of our market update series, below are our key takeaways in the convertible market in the third quarter of 2025. New issue activity in Q3 totaled $32.7 billion, bringing total issuance volume for 2025 to $86.4 billion. Issuance volumes have surged in 2025 and are on track to surpass the ... >>>Read More
Tall Call Spreads are OK too!
Of the nearly 500 deals that have been executed in the U.S. convertible market since 2021, about 47% have included call spread overlays. These derivatives raise the effective conversion premium from the 25 - 50% that is most typical in the convertible bond market to higher levels -- often more ... >>>Read More
Roaring Rebound: Matthews South Q2 2025 Convertible Market Review
As part of our market update series, below are our key takeaways in the convertible market in the second quarter of 2025. New issue activity in Q2 totaled $38.6 billion, bringing total issuance volume for the first half of 2025 to $53.7 billion, tracking 22% above 2024 issuance levels. Q2 was ... >>>Read More
Early Earnings Read: Share Repurchase Authorizations Resilient amid Macro Volatility
Policy-driven macroeconomic volatility has triggered U.S. corporate commentary about business and financial uncertainty, especially since the “Liberation Day” tariff announcements on April 2. A number of companies, especially those in sectors with high tariff exposure (e.g., auto manufacturing) and ... >>>Read More
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