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Lipper Weekly U.S. Fund Flows Video Series—October 15, 2014

Published on 17 Oct 2014, by Jeff Tjornehoj
Retail investors pulled money from equity funds, but are those inflows to ETFs truly a sign of bottom-fishing?

Lipper Weekly U.S. Fund Flows Video Series – April 23, 2014

Published on 28 Apr 2014, by Patrick Keon
Pat Keon highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper 2014 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Tom Roseen
After the spectacular run-up in 2013, investors cautiously continued to bid up the market in first quarter 2014. Tom Roseen highlights Q1 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2014 Equity Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series – April 2, 2014

Published on 04 Apr 2014, by Jeff Tjornehoj
Lipper's weekly flows video.

Lipper Weekly U.S. Fund Flows Video Series - March 5, 2014

Published on 07 Mar 2014, by Jeff Tjornehoj
Ukraine News and US Unemployment Data Don't Deter Equity Mutual Fund Investors.

Lipper 2013 Q3 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Tom Roseen
Equity funds finished September up 4.65% (for their ninth best September performance in 50 years) and helped push equity funds' Q3 return to 7.32%, producing a fifth straight quarter of plus-side performance.Tom highlights investment trends for equity funds during Q3 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Third Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - July 10, 2013

Published on 12 Jul 2013, by Jeff Tjornehoj
Jeff Tjornehoj discusses the week's flows activities in mutual funds and ETFs.

Lipper Weekly U.S. Fund Flows Video Series - May 8, 2013

Published on 10 May 2013, by Matthew Lemieux
Reinforced commitment from the Fed and better-than-expected nonfarm payroll numbers helped convince investors to continue pushing up the U.S. equity markets. New tops for domestic stock indices and limited opportunities for yield from bonds fed demand for riskier assets. While many analysts advised caution, it proved too hard not to participate, and investors injected roughly $16.6 billion net into mutual funds and exchange-traded funds (ETFs) (excluding money market funds) for the week ended May 8.

Lipper Weekly U.S. Fund Flows Video Series - April 17, 2013

Published on 19 Apr 2013, by Matthew Lemieux
It was not long after both the Dow Jones Industrial Average and the S&P 500 closed at new all-time highs on Thursday, April 11, that investors started to show concern over the sustainability of the recent rally. News from China kicked off broad selling on Monday, April 15; China reported disappointing Q1 GDP and March industrial production numbers. Weakness in the broader commodity markets, including the largest ever one-day drop in the price of gold, also helped fuel investors’ concerns; volatility jumped and the global markets continued to shed value through Wednesday. Despite the strong selloff in stocks, U.S. mutual funds and exchange-traded funds (ETFs), excluding money market funds, reported net inflows of $6.5 billion for the week ended April 17.

Lipper 2013 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Tom Roseen
Investors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - March 27, 2013

Published on 01 Apr 2013, by Matthew Lemieux
During the past week many investors tried to decipher the possible effects of a Cypriot exit from the Eurozone and the knock-on consequences of a bailout structured on the shoulders of savers. Although an agreement for a European Central Bank-led bailout was reached over the weekend, the initial rally in the markets on Monday was short lived as analysts still wondered what the bank restructuring would mean for other European countries. Despite the concerns, U.S. indices trended upward for most of the week as investors focused on strong home price and manufacturing numbers, a momentum that would push both the Dow and the S&P 500 to close out March at record highs. Fund investors also did not seem rattled by any new Eurozone risks; mutual funds and exchange-traded funds (ETFs), excluding money market funds, recorded net inflows of $4.5 billion.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - February 13, 2013

Published on 15 Feb 2013, by Matthew Lemieux
After a quick pop in the market late last week on stronger economic numbers at home and in China, investors seemed to be sitting on their hands as most U.S. indices moved sideways during and after the run-up to President Obama’s first second-term State of the Union address. Despite the general pause, investors continued to allocate new money to the funds business. For the week ending February 13, 2013, mutual funds and exchange-traded funds (ETFs) (excluding money market funds) reported net inflows of $4.4 billion.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - DECEMBER 12, 2012

Published on 14 Dec 2012, by Matthew Lemieux
It’s one week closer to the end of the year, and the prevailing focus of the market continues to be on Washington’s inability to come to some type of agreement on the looming “fiscal cliff” issue. With what seem to be hourly news conferences and pundit speculation, the markets have generally moved toward a consensus that a compromise will be made. That, combined with better-than-expected unemployment numbers, led to the markets ending the Wednesday-to-Wednesday week up more than 1.3%. Fund investors also seemed to see things positively; they injected $12.7 billion into mutual funds and exchange-traded funds (ETFs) for the week.

Lipper 2012 Q3 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Oct 2012, by Tom Roseen
Tom Roseen highlights Q3 equity fund trends in this WebEx presentation. Despite the proverbial cloud hovering over the global market during the quarter, investors found a reason to cheer: central bank intervention. The on-again, off-again story surrounding Greece, Italy, and Spain from Q2 appeared to play into equity participants’ plans. Investors throughout the third quarter bet that global central bankers would do whatever it took to keep their individual economies on track. Quarterly equity fund performance was unexpectedly strong, with the average equity fund gaining 5.72%, erasing all of Q2’s loss (-5.19%).

Lipper 2012 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Tom Roseen
Global economic and political uncertainties, accompanied by softening U.S. economic data, played integral roles in equity fund performance in second quarter 2012. Equity funds (-5.20%) posted their first quarterly loss in three, with World Equity Funds (-7.17%) underperforming Lipper's other three broad equity macro-classifications. Investors appeared to focus on dividend payers and defensive issues, bidding up Dedicated Short-Bias Funds (+5.38%), Real Estate Funds (+3.39%), and Utility Funds (+2.53%). Tom highlights Q2 trends in this WebEx presentation.

Lipper Trends in the European ETF Industry

Published on 01 Jun 2012, by Detlef Glow
Carsten Lootze, Community Editor -- Trading Structured Products, Thomson Reuters and Detlef Glow, Head of EMEA Reseach, Lipper are discussing the developments in the European ETF industry during the first five month of 2012

Lipper Weekly U.S. Fund Flows Video Series - May 16, 2012

Published on 18 May 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 16, 2012. U.S. markets continued to reel as Eurozone concerns were once again at the forefront of investors’ minds. Paired with natural May selling pressures equity investors continued to be net redeemers for the week ending May 16, 2012. Despite $2.6 billion in net outflows from equity mutual funds and ETFs, investors continued to allocate cash to fixed income products and kept overall fund flows—ex-money markets—in the positive at $1.3 billion.

Lipper Weekly U.S. Fund Flows Video Series - May 2, 2012

Published on 04 May 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 2, 2012. With generally negative economic news hitting the wire, it was quite surprising equity markets fared as well as they did. The tone was set in the U.S. with a lower than expected Q1 GDP result of 2.2%. That paired with the downgrade of Spanish debt and an increasing number of Eurozone countries falling into recession seemed to set the stage for redemptions in the fund space. Surprisingly, like the markets themselves, mutual funds—excluding money market products—kept investor’s interest as they reported net inflows of $2.9 billion for the week.

Lipper Weekly U.S. Fund Flows Video Series - February 15, 2012

Published on 17 Feb 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended February 15, 2012. Mixed movements in the market and a brief sign of weakness in Apple’s stock pushed investors to takes profits as equity mutual funds(-$279 million) experienced redemptions for the week ended February 15, 2012. This was the first period in the last six where the asset class found itself dipping into its coffers to pay investors. Overall, the conventional fund business experienced net inflows of $3.5 billion. Taxable bond funds (+$4.6 billion) helped overcome the equity outflows as investors continued to pour money into both corporate investment grade debt funds (+$1.4 billion) and high yield products (+$884 million). Investors also continued to look favorably on municipal offerings as the group posted their eleventh consecutive week of inflows at $1.0 billion. Money Market fund investors redeemed $1.8 billion for the week as they showed less favor for Treasury and government backed paper.

Lipper Weekly U.S. Fund Flows Video Series - September 7, 2011

Published on 09 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the weekly flows data among mutual funds and highlights top changes in the ETF market.

Lipper 2010 Fourth Quarter Fund Flows Review WebEx Replay

Published on 07 Jan 2011, by Matthew Lemieux
Although investors continued to shy away from U.S. Diversified offerings, overall inflows for equity mutual funds began to accelerate in the 4th quarter. This was good news as investors of municipal debt funds headed for the door and interest into taxable bond funds began to wane. In this WebEx presentation, Matthew highlights flows trends in the industry for the last quarter of 2010.

Lipper Weekly U.S. Fund Flows Video Series - December 15, 2010

Published on 17 Dec 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 15, 2010. -Funds push out roughly $40 billion as Taxable Bonds experience their second largest week of outflows in two years.

Lipper Equity Fund Market Insight - October 2010

Published on 08 Nov 2010, by Tom Roseen
Equity mutual funds (+3.73%) posted their second consecutive month of plus-side returns, with 98% all equity and mixed-equity funds in the black. Tom highlights investment trends in the equity funds universe.

Lipper 2010 Third Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Tom Roseen
A late-summer rally catapulted equity funds to their best gain (+12.52%) in five quarters and their strongest September return (+9.63%) since at least 1959. For the quarter all but 1 of Lipper's 79 equity fund classifications posted positive returns. At the top of the equity funds leader board were the Latin American Funds (+25.93%), Diversified Leverage Funds (+22.61%), and International Real Estate Funds (+22.60%) classifications. Tom highlights Q3 trends and provides his outlook in this WebEx presentation.

Lipper Equity Fund Market Insight - August 2010

Published on 31 Aug 2010, by Tom Roseen
Equity mutual funds posted their worst August return (-3.99%) since 2001. Tom highlights investment trends in the equity funds universe.
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