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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 - May 1, 2013

Published on 03 May 2013, by Jeff Tjornehoj
Europe's economic woes continue to affect the market as investors noticed that three of every five large-cap stocks missed quarterly sales forecasts. Equity flows picked up in opportunistic places.

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

Published on 12 Apr 2013, by Jeff Tjornehoj
Equity mutual fund investors continued to sock money away, but equity ETF owners had a very different view.

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 - March 6, 2013

Published on 08 Mar 2013, by Matthew Lemieux
With the second month of the year behind us, things seemed to be continuing to move in the right direction in terms of both the economy and the financial markets. Although most stocks did not provide as strong returns as in January, year-to-date performance through February stood at roughly 6% for the broader U.S. equity indices. On generally good employment news, the upwardly revised Q4 2012 GDP numbers, and strong exports out of China, investors continued to show confidence by pushing markets to new highs. Initial concerns over the enactment of sequestration on March 1 were pushed to the wayside as the Dow closed at an all-time high on Tuesday, March 5. General feelings of optimism paved the way for continued strength in fund flows; investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.

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 - January 23, 2013

Published on 25 Jan 2013, by Jeff Tjornehoj
Jeff Tjornehoj discusses the flows among mutual funds and ETFs during the last week of December 2012.

Lipper Weekly U.S. Fund Flows Video Series - January 16, 2013

Published on 18 Jan 2013, by Matthew Lemieux
Investors continued to show optimism in the global equity markets as better than expected export news out of China and continued weakness in the Japanese yen boosted Asian indices. With a strong Q4 earnings season kickoff at home, the U.S. markets joined suit; the S&P 500 index added just over three-quarters of a percentage point for the week ending Wednesday, January 16. Combine the 3%-plus returns we have seen so far this year with the previous week’s large equity fund flows, and one would expect the perfect recipe for continued buying.

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 WEEKLY U.S. FUND FLOWS VIDEO SERIES - NOVEMBER 21, 2012

Published on 26 Nov 2012, by Matthew Lemieux
For the week ended Wednesday, November 21, mutual fund and exchange-traded fund (ETF) investors still seemed cautious; they injected roughly $15.8 billion in net new cash for the week, with $20.5 billion net going to money market accounts. Equity products seemed immune to the market rebound; they experienced nearly $7.3 billion in net redemptions for the week—for the largest weekly outflow since July of this year. Results for taxable bond funds (+$671 million) were very similar to those of the previous week. Investors continued to shed risk as corporate high-yield funds reported net outflows of $1.1 billion; corporate investment-grade, with $1.1 billion in net sales, nearly offset the redemptions. Investors also sought refuge in U.S. Treasury funds, injecting $408 million—for the group’s third consecutive week of net inflows. Concerns over increases in investment income tax rates pushed investors to seek exposure in the tax-exempt products; the group pulled in $1.1 billion.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - OCTOBER 31, 2012

Published on 02 Nov 2012, by Matthew Lemieux
To say we had a wild ending for October would be a gross understatement as the East Coast of the U.S. prepared for and endured one of the most powerful storms in that area’s history. Adversely affecting the coastline from North Carolina to Massachusetts, “Super Storm” Sandy dealt a blow to America’s financial hub, closing U.S. markets for two consecutive days—an event not seen since 1888. With some operations running on backup power, the stock exchanges were able to reopen on Wednesday, handling the higher average volume but ending the session slightly down. With only three trading days to work with, investors’ action in mutual funds and ETFs (excluding money market funds) was relatively flat, posting net outflows of $754 million. Despite the equity markets’ posting their first monthly loss since May, stock ETFs continued to garner assets with net inflows of $1.3 billion—breaking a two-week losing streak. On the other side of the coin equity mutual fund investors continued to look for the door, pulling roughly $1.4 billion from their accounts. Once again the majority of assets came out of U.S. Diversified Equity products. As a bit of a surprise, taxable bond funds posted their first net outflow in 17 weeks and for only the fourth time this year. Corporate investment-grade products were able to attract net inflows of $291 million, while investors turned their back on high-yield funds—$619 million in net outflows. Municipals also seemed to suffer from the shortened week; they reported net redemptions of $123 million, breaking their 28-week inflow streak. Money market funds, with $23.5 billion in net outflows, saw the most action among the asset groups—their largest since August 2011. And with $24.6 billion coming from institutional accounts, much of the move may have been attributed to quarter-end tax deadlines.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES – SEPTEMBER 19, 2012

Published on 21 Sep 2012, by Matthew Lemieux
With the announcement by the FOMC of its entering another round of easing, equity markets pushed higher; the S&P 500 Index added 1.7% for the week ended September 19. Following suit, mutual funds and ETFs (excluding money market funds) added roughly $16.6 billion to their accounts as investors’ appetite for risk accelerated. Overall, equity products reported net inflows of $11.4 billion for the week. ETFs were once again the focus, adding $13.3 billion net. Despite the sanguine feelings, investors in equity mutual funds (-$1.9 billion) were not convinced; they pulled money out of the asset class for the sixth consecutive week. With the noticeable shift to equity products in general, taxable bond products were no worse for wear; investors injected $4.9 billion net into the group for the week—its eleventh consecutive week of net inflows.

LIPPER WEEKLY U.S.FUND FLOWS VIDEO SERIES - AUGUST 29, 2012

Published on 31 Aug 2012, by Matthew Lemieux
With the dog days of summer upon us many investors focused their attention away from the anemic markets and towards the potential fallout of both hurricane Isaac and the Republican National Convention. But despite this there was some optimistic data released on the current state of the economy. July GDP was revised upwards to 1.7%, home prices continued to strengthen, and consumer spending increased for the first time in three months. Combined with relatively quite news overseas and anticipated action from the Fed, investors injected $5.8 billion into mutual funds and ETFs—excluding money markets.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES – JULY 18, 2012

Published on 23 Jul 2012, by Matthew Lemieux
Overall, equity markets faired quite well this week as news over previous concerns in the Eurozone was quite muted and earnings were generally good among the tech giants and most U.S. banks. Investors took this in stride as U.S. markets ended the week up and investors injected roughly $6.1 billion into equity products. Although a large number, most of the inflows were once again attributed to SPDR S&P 500 Index ETF (SPY) which added 2.2 billion to its coffers. Taxable bond funds continue to garner assets as the group added $2.8 billion for the week. Although Corp-High Yield posted inflows of $821 million, most investors remained comfortable allocating cash to higher quality paper with Corp-Investment Grade products reporting net inflows of $1.1 billion. Municipal debt funds also posted net inflows at $837 million while money market accounts gave back $18.7 billion of their previous weeks inflows.

Lipper Weekly U.S. Fund Flows Video Series - July 4, 2012

Published on 05 Jul 2012, by Matthew Lemieux
Despite the ever increasing concern over global economic conditions, investors closed the quarter out strongly with all major U.S. equity indices ending June with monthly returns well over 3.5%. Overall, mutual funds and ETFs reported net inflows of $3.2 billion for the week with Equity products garnering an impressive $10.3 billion—their largest weekly gain since September 14, 2011. Unfortunately this action did not seem to be a broad indicator of market sentiment as roughly $7.0 billion was solely attributed to what seems to be large institutional moves into the SPDR S&P 500 ETF (SPY). Taxable Bond funds ended the period with net outflows of just $100 million. Although fixed income mutual funds (+$1.3 billion) continued to keep investors attention, their ETF counterparts suffered net redemptions of $1.4 billion with investors moving out of shorter term treasury products—a possible side effect of both the continuation of Operation Twist as well as initial reports of positive moves toward new policies in the Eurozone. Municipal Bond funds posted their twelfth consecutive week of inflows at $317 million while Money Market products pushed $7.4 billion out their doors.

Lipper Weekly U.S. Fund Flows Video Series - June 20, 2012

Published on 25 Jun 2012, by Jeff Tjornehoj
Jeff Tjornehoj discusses trends and events in this week's flows data.

Lipper Weekly U.S. Fund Flows Video Series - June 6, 2012

Published on 08 Jun 2012, by Matthew Lemieux
Despite an upward correction towards the end of the week, investors were once again on their heels as lackluster unemployment data and a downward revision of Q1 GDP put the pace of the U.S. recovery in question. News from overseas continued to deteriorate as all eyes were on Spanish banks after their treasury minister warned they may soon be shut out of the market. Overall, investors felt comfortable as net sellers, pulling roughly $8.0 billion from U.S. mutual funds and ETFs.

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 23, 2012

Published on 25 May 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews flows data from the mutual fund and ETF markets. Equity mutual funds shed about $2.4 billion, taxable bond funds saw about $1.3 billion walk out the door, municipal debt funds continued to attract investors with $500 million in net new money, and money market funds were ignored with virtually zero dollars moving in or out of them on a net basis.

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 - March 21, 2012

Published on 23 Mar 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 21, 2012. Despite a strong Q1 rally, U.S. market indices began to show signs of slowing as the week came to a close. Although partially due to quarter-end window dressing, concerns stemming from higher domestic energy prices and economic data out of Europe and China were in the forefront of investor’s minds. Overall, the conventional mutual fund business experienced net outflows of $12.7 billion as corporate tax liabilities pushed institutions to pull roughly $17 billion out of money market funds. Equity funds(+$700 million) and Taxable Bond funds(+$3.3 billion) both attracted new assets while Municipal Debt funds ended the period flat with net inflows of only $44 million.

Lipper Weekly U.S. Fund Flows Video Series - February 22, 2012

Published on 24 Feb 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended February 22, 2012. Although the Dow closed above 13,000 for the first time since May 2008, confusion (still) surrounding the Greek debt problem prompted equity mutual fund investors to contribute a paltry $1.3 billion this week. Curiously, large-cap growth funds were one of the stronger strategies this week, perhaps indicating a burgeoning appetite for risk taking. Overall, the conventional fund business experienced net inflows of $8.6 billion. Taxable bond funds (+$4.1 billion) continued to gain, particularly high yield products (+$700 million). Investors also looked favorably on municipal offerings as the group posted their twelfth consecutive week of inflows at $800 million. Money market fund investors added $2.4 billion for the week as institutions backed away from government paper.

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.
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