Beneficial Owner Data Dashboard Q1 2025

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Beneficial Owner Data Dashboard Q1 2025

In the first quarter of 2025, the global economic landscape was influenced by trade tariffs, geopolitical tensions, and shifts in monetary policy, presenting both challenges and opportunities for beneficial owners engaged in the securities lending markets. The escalation of trade tensions, particularly with proposed tariffs by President Trump, created volatility in the markets.

For beneficial owners, the first quarter also marked a notable increase in securities lending revenues, which rose to $2,390 million, reflecting a 10% year-on-year growth. Revenues from Asian equities and fixed income assets grew year-on-year as market dynamics shifted investor focus to the Asia Pacific region.

As we move into Q2 2025, the ongoing market volatility is expected to drive continued interest in securities lending, particularly in thematic ETFs and stocks affected by tariffs. The current economic climate suggests that beneficial owners should strategically position themselves to capitalize on these trends, leveraging the increased demand for securities lending as investor sentiment fluctuates amid uncertainty.

Oversight of securities lending programs is crucial in volatile markets, as it guarantees that risk management practices remain strong and adaptable to swift shifts in market dynamics. During periods of increased volatility, the likelihood of heightened borrowing demand and price variations calls for diligent monitoring of collateral sufficiency, counterparty risk, and adherence to regulatory standards. Effective oversight not only helps to reduce potential losses but also boosts operational efficiency and builds trust among stakeholders through transparency and accountability. Additionally, it empowers beneficial owners to refine their lending strategies, seize market opportunities, and sustain a competitive advantage, ultimately enhancing overall portfolio performance and stability in uncertain environments. If you wish to learn how S&P Global Market Intelligence can assist with this, please contact your regional representative listed below.

S&P Global provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.

This article was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.