As part of our market update series, below are our key takeaways from the convertible market in the second quarter of 2026. Q2 2026 issuance totaled ~$61 billion across 49 offerings, nearly double Q1 2026 volume of ~$31 billion, making Q2 2026 the most active quarter on record for U.S. convertible ... >>>Read More
Resilient Demand in Volatile Markets: Matthews South Q1 2026 Convertible Market Review
As part of our market update series, below are our key takeaways from the convertible market in the first quarter of 2026. Q1 2026 issuance totaled ~$31 billion across 38 offerings, which more than doubled the Q1 2025 issuance volume of ~$15 billion. New issuance activity underscored the ... >>>Read More
Mid-Earnings Read: Repurchase Authorizations Increase Since 2025
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
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