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Lipper Weekly U.S. Fund Flows Video Series - July 3, 2013

Published on 08 Jul 2013, by Tom Roseen
Investors are starting to come to terms with the Federal Reserve's possible reduction in its quantitative easing program. However, see-saw performance and volatility were ever-present during the week ended Wednesday, July 3 as good economic news contended with uncertain global developments in Portugal, Egypt and China. Mutual fund investors charged back into the market, injecting a net $10.8 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]). 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 - June 26, 2013

Published on 28 Jun 2013, by Matthew Lemieux
With U.S. equity markets last Friday closing down for four of the last five weeks, it was clear that investors continued to be spooked by the thought of “tapering” by the Federal Reserve. The hope that Chairman Bernanke’s recent press conference would calm nerves fell flat as the S&P 500 experienced this past week its largest two-day drop since last November. The concern seemed that it would be short lived, since on Monday the Dow was able to rebound nearly 473 points from its mid-day low. This was driven by upbeat economic news as well as tamer reiterations from the Fed that any pullback of quantitative easing would be based on the economic outlook, which may not be as great as it had previously suggested. Unfortunately, this late rally in stocks did not deter investors from pulling back some of their fund exposure.

Lipper Weekly U.S. Fund Flows Video Series - June 19, 2013

Published on 21 Jun 2013, by Jeff Tjornehoj
Equity mutual funds saw inflows before Bernanke remarks.

Lipper Weekly U.S. Fund Flows Video Series - June 12, 2013

Published on 14 Jun 2013, by Matthew Lemieux
With little news during the week on earnings or new economic numbers, many investors were stuck picking up the pieces, looking toward June 19, when the next Fed meeting takes place. As a result, continued choppiness in the equity markets kept many fund investors on edge; U.S. mutual funds and exchange-traded funds (ETFs) (excluding money market funds) reported net outflows of $7.7 billion for the week ended June 13.

Lipper Weekly U.S. Fund Flows Video Series - June 5, 2013

Published on 07 Jun 2013, by Tom Roseen
Nervous investors pulled a net $8.9 billion from mutual funds (including conventional funds and exchange-traded funds [ETFs]) in the week ended June 5 as they looked for hints about when the Federal Reserve might begin scaling back its $85-billion bond-buying program. 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 - May 29, 2013

Published on 31 May 2013, by Jeff Tjornehoj
Mutual fund investors made light contributions this week while ETF investors pulled money from their investments.

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.
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