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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 24, 2013

Published on 26 Apr 2013, by Tom Roseen
Investors seemed to be hung over for the week ended Wednesday, April 24, after news that included a fake AP tweet about explosions at the White House and bleak economic reports. Investors are having difficulty judging the first quarter corporate earnings season, with some of the wild market swings caused by conflicting reports. The funds business (including conventional funds and exchange-traded funds [ETFs]) saw net redemptions of $7.0 billion. Tom talks about this week’s trends in fund flows.

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 - April 3, 2013

Published on 05 Apr 2013, by Tom Roseen
U.S. investors were net purchasers of fund assets for the week ended April 3, 2013, injecting over $5.6 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]). However, for the fifth consecutive week municipal debt funds (-$113 million) suffered net redemptions as investors remained concerned about municipal bond funds losing their tax-exempt status during the upcoming budget negotiations and the risk of underfunded state pension plans putting undue pressure on state coffers. Conventional equity funds and equity ETFs witnessed their fifth consecutive week of net inflows (+$2.2 billion), despite some market gurus’ call of a probable near-term pullback in the market. During the week investors continued to inject net new money into taxable bond funds (+$2.4 billion) and money market funds (+$1.2 billion).

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 20, 2013

Published on 22 Mar 2013, by Jeff Tjornehoj
Equity mutual fund and ETF investors disagreed about the significance of Cyprus's banking crisis--watch the video to see where they ended up.

Lipper Weekly U.S. Fund Flows Video Series - March 13, 2013

Published on 18 Mar 2013, by Tom Roseen
Excluding ETF activity, investors kept their foot on the pedal, padding the coffers of equity mutual funds to the tune of $3.0 billion net. Domestic equity funds witnessed net inflows of $1.4 billion, while their nondomestic equity fund counterparts took in some $1.6 billion. However, for the second consecutive week both municipal debt funds (-$113 million) and money market funds (-$2.4 billion) suffered net redemptions as investors remained in a risk-on mode. During the week investors continued to inject net new money into taxable bond funds (+$1.8 billion), which still cast a shadow over the mainstream media’s prediction of a grand rotation out of fixed income funds into equity funds.

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 27, 2013

Published on 01 Mar 2013, by Tom Roseen
Excluding ETF activity, investors kept their foot on the peddle, padding the coffers of equity mutual funds by injecting $2.8 billion of net new money into the group--for its first eight-consecutive–week period of inflows since March 16, 2011. Conventional mutual fund investors took on a little more risk in the taxable fixed income funds space (+$2.9 billion), injecting $1.2 billion into Bank Loan Funds and Flexible Income Funds took in $1.4 billion. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - February 20, 2013

Published on 22 Feb 2013, by Jeff Tjornehoj
Mutual fund investors continued their New Year’s resolution to buy more stock funds; this past week they added another $2.6 billion to those accounts. Investors also continued to favor equity funds that are focused on companies outside the U.S., adding $1.7 billion in net sales to nondomestic equity funds and just $900 million to domestic equity mutual funds. Core portfolio holdings such as those in Lipper’s Large-Cap Core Funds (-$255 million) and S&P 500 Index Objective Funds (-$147 million) classifications led the losers column; investors favored multi- and small-cap fund strategies instead. Equity exchange-traded funds (ETFs) had just $237 million of net inflows as investors remained noncommittal to SPDR S&P 500 ETF (SPY), which had an unremarkable outflow of $696 million; SPDR Gold (GLD) led the equity ETF outflows list at $1.4 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 - February 6, 2013

Published on 08 Feb 2013, by Tom Roseen
Investors renewed their interest in equity mutual funds (ex-ETFs), injecting $4.1 billion of net new money into the group--for its first five consecutive weeks of inflows since February 8, 2012. Domestic equity funds witnessed net inflows of $1.1 billion, while their nondomestic equity fund counterparts took in some $3.1 billion. Conventional mutual fund investors took on a little more risk in the taxable fixed income funds space (+$3.3 billion), injecting $1.5 billion into corporate investment-grade debt funds (for their thirty-fourth consecutive week of net inflows) and $1.7 billion into flexible income funds. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

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

Published on 01 Feb 2013, by Tom Roseen
Conventional equity mutual funds attract $5.8 billion in net inflows for the week ended January 30, 2013—their fourth consecutive week of net inflows (bringing their four-week total to $20.7 billion—their largest four-week total since the period ended April 12, 2000). Tom Roseen discusses flows trends for both conventional mutual funds and exchange-traded funds in this week’s fund flows video.

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 - January 9, 2013

Published on 11 Jan 2013, by Tom Roseen
During the first full week of fund flows for the new year, investors were net purchasers of fund assets to the tune of $34.2 billion. Equity funds, including exchange-traded funds (ETFs), took in a whopping $18.3 billion for the week ended Wednesday, January 9, 2013, their fourth largest net inflows since Lipper began calculating weekly flows in January 1992. Tom discusses the flows trends for the industry in this podcast.

Lipper Weekly U.S. Fund Flows Video Series - January 2, 2013

Published on 04 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 - 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 - 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 - NOVEMBER 28, 2012

Published on 30 Nov 2012, by Tom Roseen
In this podcast, Tom talks about this week's mutual fund and ETF flows trends. Despite a shortened trading day on the Friday after Thanksgiving, US stocks rallied on better-than-expected economic news from Germany and China and on preliminary news that shoppers did indeed head to the retail stores on Black Friday. During the week ended Wednesday, November 28, the market suffered from a little bipolar behavior: the Dow Jones Industrial Average witnessed its best Friday-to-Friday weekly performance since the week ended June 8, 2012, rising 3.35%, only to decline 1.01% on the first two trading days of the new week on fears the debt talks had stalled. This was despite investors’ learning of better-than-expected durable goods orders and the sixth consecutive month of increasing home prices in September. However, on Wednesday markets rallied once again after comments by President Obama and Speaker of the House John Boehner suggested a budget deal hopefully would be reached before Christmas. Despite the rollercoaster ride, for the week fund investors injected a net $21.1 billion into the funds business (including open-end funds and ETFs), allocating net new money into all of Lipper's major macro-classifications, with money market funds attracting the lion's share (+$11.4 billion). For the first week in three equity funds witnessed net inflows (+$7.4 billion, erasing the previous week's outflows), while taxable bond funds (+$1.8 billion) attracted inflows for the twentieth week in twenty-one. For the fourth consecutive week municipal bond funds attracted net new money (+$0.5 billion).

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 - NOVEMBER 7, 2012

Published on 09 Nov 2012, by Tom Roseen
During the week ended Wednesday, November 7, the Dow Jones Industrial Average suffered its worst one-day decline of the year--312.95 points--on the day after President Barack Obama secured a second term. With the presidential election over, investors began to contemplate the real possibility that the U.S. could plunge over the proverbial "fiscal cliff" if the government remains gridlocked. For the week investors were reluctant to make any major moves ahead of the election, even after U.S. consumer confidence improved in October, China's PMI survey pointed to an ongoing recovery, the ISM Manufacturing Index inched up in October, and October nonfarm payrolls increased a better-than-expected 171,000. Despite poor market returns for the week, fund investors injected almost $43.0 billion net into the funds business (including open-end funds and ETFs), allocating net new money into all of the major macro-classifications. Ahead of the election results investors padded the coffers of money market funds, depositing a net $31.1 billion, which erased the $23.5-billion outflows seen the prior week. For the first week in four equity funds witnessed net inflows (+$4.9 billion), while taxable bond funds (+$6.1 billion) attracted inflows for the seventeenth week in eighteen, and for the second consecutive week municipal bond funds (+$0.9 billion) attracted net new money.

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.
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