With roughly one-third of the S&P 500 having reported earnings by the end of January, early insights into corporate capital return behavior are coming into focus. In this post, we examine share repurchase authorizations announced in January and compare them with prior years to assess how ... >>>Read More
Robust Quarter Ends Record-Breaking Year: Matthews South 2025 Year-End Convertible Market Review
As part of our market update series, below are some key takeaways from the convertible market in 2025. 2025 was a record-breaking year, surpassing 2020 as the most active year in the history of the US convertible market. Q4 new issuance activity remained robust with ~$34 billion in supply, ... >>>Read More
Mid-Earnings Read: Repurchase Authorizations Remain High Amid Record Equity Prices
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
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