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Lipper Weekly U.S. Fund Flows - July 15, 2015

Published on 17 Jul 2015, by Jeff Tjornehoj
Drama in Greece faded to the background for now, but that wasn't enough to encourage investors to put money to work in equity mutual funds--or any mutual fund type for that matter.

Lipper 2015 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 08 Jul 2015, by Jeff Tjornehoj
In this quarter's review Jeff Tjornehoj talks about rising rates and the impact that's had on fund performance in many sectors. The rebound in loan funds and junk bond funds this quarter is covered, as is the deterioration of Treasury fund performance.

Lipper Weekly U.S. Fund Flows Video Series -- June 17,2015

Published on 19 Jun 2015, by Jeff Tjornehoj
Jeff Tjornehoj reflects on the widespread outflows that hit mutual funds and ETFs this week.

Lipper Weekly U.S. Fund Flows Video Series—June 3, 2015

Published on 08 Jun 2015, by Jeff Tjornehoj
Flows moderated this week as ECB President Draghi warned of more volatility ahead.

Lipper Weekly U.S. Fund Flows Video Series—May 6, 2015

Published on 08 May 2015, by Jeff Tjornehoj
Lipper's Jeff Tjornehoj discusses this week's flows activity.

Lipper 2015 Q1 Fixe Income Mutual Fund Performance Review WebEx Replay

Published on 08 Apr 2015, by Jeff Tjornehoj
In this quarter’s review Jeff Tjornehoj reflects on the close relationship oil prices and Treasuries have these days and the impact that’s had on performance in many sectors. The rise of loan funds and junk bond funds this quarter is covered, as well as the further deterioration of emerging market bond performance.

Lipper 2014 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 13 Jan 2015, by Jeff Tjornehoj
Jeff Tjornehoj talks about the stunning year Treasuries had, the exceptional volatility loan funds encountered, and the headwinds facings emerging markets. In his outlook he says we can expect more of the same in the quarter ahead.

Lipper Weekly U.S. Fund Flows Video Series—November 19, 2014

Published on 21 Nov 2014, by Jeff Tjornehoj
For the fund-flows week ended November 20, 2014, the equity markets posted gains, with the S&P 500 climbing 0.57%. Investors were net buyers (+$571 million) of equity fund assets (including mutual funds and exchange-traded funds).

Lipper Weekly U.S. Fund Flows Video Series—November 12, 2014

Published on 14 Nov 2014, by Jeff Tjornehoj
A string of good economic indicators helped send both the S&P 500 and the Dow Jones Industrial Average to record highs this past week. Late in the flows week ended November 12, it was reported that the unemployment rate for October declined from 5.9% to 5.8%—a six-year low. But across the pond, the European Central Bank cut its growth outlook and warned that inflation could rise. Going even further east, the Chinese government reported industrial production grew 7.7% so far this year, far less than the expected 8.0% growth. Jeff discusses the flows activity that followed.

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 2014 Q2 Fixed Income Mutual Fund Performance Review Webex Replay

Published on 08 Jul 2014, by Jeff Tjornehoj
Bond markets continued to build off Q1 2014's fast start. Bond fund groups of all stripes did well, ranging from the Inflation-Protected Bond Funds' 3.18% climb and a solid 2.12% return from high yield funds; municipal debt funds (+2.37%) had a fantastic quarter also. Jeff Tjornehoj also talks about issues on the horizon for loan funds as well as his third quarter outlook.

Lipper Weekly U.S. Fund Flows Video Series – May 28, 2014

Published on 30 May 2014, by Jeff Tjornehoj
Jeff Tjornehoj talks about the week's flows activity.

Lipper 2014 Q1 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Jeff Tjornehoj
After last year's poor results bond fund investors found much to cheer about in this quarter's performance tables. With hardly a bad result in sight, Jeff Tjornehoj helps shed some light on the sources of all this good performance in this quarter's review of bond funds.

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 2013 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Jeff Tjornehoj
Investors turned their backs on high grade and high duration bonds in favor of junk and short duration as the prospect of higher interest rates sent them for cover. Jeff Tjornehoj details the good, the bad, and the ugly performers in this quarter's review of bond funds.

Lipper Weekly U.S. Fund Flows Video Series - October 30, 2013

Published on 01 Nov 2013, by Jeff Tjornehoj
Mutual fund investors tilted their activities toward cash and equity products this week.

Lipper 2013 Q3 New Classification Discussion WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
Jeff tjornehoj discusses the rationale behind the creation of several new Lipper classifications that were unveiled a few weeks ago. He also touches on a couple of suggestions that clients have made and where those stand in development.

Lipper 2013 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
First, it was Larry Summers refusing the Fed chairman role. Then, Bernanke and crew held back on tapering the Fed quantitative easing program. The combined effect of those two incidents would lift bonds and bond funds out of their funk and into a decent end to the quarter. Jeff Tjornehoj details the high points (and a few low ones) in this quarter's review of bond funds performance.

Lipper Weekly U.S. Fund Flows Video Series - September 18, 2013

Published on 20 Sep 2013, by Jeff Tjornehoj
Mutual fund investors made modest additions to their accounts this week, but ETF investors were clearly excited by the Fed's refusal to taper its asset purchases; equity ETFs had net inflows of $15.5 billion.

Lipper 2013 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Jeff Tjornehoj
The worst performance of the Barclays Aggregate index since the throes of the crisis underscored how universally challenged bond fund managers were in Q2 2013. Just one long-only bond classification managed to win a positive total return while many suffered losses of 3% or more. Treasuries, corporates, sovereigns, and munis and more faced considerable headwinds in a "good news is bad news" market.

Lipper 2013 Q1 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Jeff Tjornehoj
Worries over the short-term health of the Eurozone brought on by the Cyprus banking crisis briefly sent investors back to Treasuries, and the sudden 21-basis-point hike in the ten-year note (to 2.07%) at the start of March was erased over the rest of the month. Although General US Treasury Funds lost 0.80% on the quarter, most of that loss was felt in January (-1.71%) when equities surged and "The Great Rotation" was supposedly afoot. Meanwhile, corporate bond investors sent Lipper's High Yield Funds classification near the top of the performance table as investors pursued more "risk-on" strategies in U.S. bonds throughout the quarter and sent that group up 2.74%.

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 2012 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Jeff Tjornehoj
Jeff Tjornehoj reviews fourth quarter performance figures for fixed income mutual funds as well as the developments and trends that shaped them.

Lipper Weekly U.S. Fund Flows Video Series - December 5, 2012

Published on 07 Dec 2012, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Head of Americas Research, discusses flows activity for the first week of December.

Lipper Weekly U.S. Fund Flows Video Series - October 24, 2012

Published on 26 Oct 2012, by Jeff Tjornehoj
A rough start to earnings season turned away equity fund investors this past week. Following the previous week’s first positive fund flows in nine weeks, equity fund investors pulled the plug on more additions and instead withdrew $200 million from their accounts for the week ended October 24, 2012. Domestic equity funds bore the brunt of the outflows with $806 million withdrawn, while nondomestic equity funds took in $605 million. Taxable bond funds had one of their better weeks this year, seizing about $3.6 billion. Investors continued to downshift their purchases of junk bond funds; the High Yield group posted inflows of just $86 million, while core-investment choice Corporate Investment-Grade Funds saw inflows of $1.3 billion and weak-dollar play International & Global Debt funds had inflows of about $370 million. Tax-exempt funds had inflows of about $576 million, while money market funds saw outflows of about $3.2 billion.
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