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Hedge, Diversify, or Neither: How 'Alts' Performed in a Volatile Market

Published on 15 Sep 2011, by Jeff Tjornehoj
Head of Lipper Americas Research Jeff Tjornehoj discusses which strategies have fared well--and those that have not--since the downgrade of U.S. government debt.

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 Weekly U.S. Fund Flows Video Series - August 31, 2011

Published on 02 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 31, 2011. On the back of a four-day market rally, investors injected a net $14.1 billion into the funds business for the week ended August 31, 2011. Equity funds (including exchange traded funds [ETFs]) attracted their largest net inflows (+$6.3 billion) since May 4, 2011; however, ETF inflows accounted for the majority of net new money. Investors added a net $1.1 billion to the coffers of conventional equity funds (ex-ETFs), with Equity Income Funds taking in $0.9 billion. For the second consecutive week, taxable bond funds took in net money, attracting $1.8 billion, while municipal debt funds witnessed their sixth consecutive week of outflows (-$282 million), despite posting positive returns for the week.

Lipper Weekly U.S. Fund Flows Video Series - August 24, 2011

Published on 26 Aug 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 24, 2011. After what seemed to be a stable week in the U.S. equity markets, a disastrous report from the Philadelphia Fed supported increasing concerns over the possibility of a double-dip. Looking at weekly mutual fund flow numbers we see that investor sentiment was relatively subdued. Equity mutual funds—coming off their previous week of inflows—posted net redemptions of roughly $436 million. Taxable Bond funds were able to break their four week losing streak as the group posted net inflows of $967 million. Municipals continued their four-week run of outflows—although at a slower pace—as the category pushed out $160 million for the week. Money markets also gave back as the group reported net outflows of $5.8 billion.

Lipper Weekly U.S. Fund Flows Video Series - Agust 17, 2011

Published on 19 Aug 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended August 17, 2011. Equity mutual fund investors were steadfast this week and actually added $1.7 billion to their accounts, busting a four-week string of outflows. After equity fund assets were pummeled over 11% the previous week, this week’s bounce-back of 6% calmed enough nerves to draw the more adventurous ones back into the race. Domestic funds saw their first week of inflows in the last five as $1.3 billion seeped in while non-domestic equity funds had a scant $400 million added when all was said and done. Taxable bond funds had $1.2 billion in outflows for their third week of outflows as investors pulled about $1.4 billion from their core fixed income holdings; High Yield funds had a slight outflow of $300 million after the HY market pulled back significantly the week before. Muni funds were cursed with a fourth week of outflows as a quarter-billion was drained away, which is an improvement over last week’s $600 million outflow. Money market funds took in a net $13.9 billion this week following last week’s $47.5 billion inflow. These funds have had $205 billion in outflows this year and could eclipse last year’s $441 billion.

Lipper Weekly U.S. Fund Flows Video Series - August 10, 2011

Published on 12 Aug 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 10, 2011. Despite earning next to nothing in yields, shell-shocked investors injected a net $47.5 billion into money market funds for the week ended August 10, 2011, the largest weekly net inflow since January 2009. In an effort to stem the bleeding from the recent market freefall, investors took risk off their portfolios, redeeming $14.4 billion from equity funds (including exchange traded products) and $6.9 billion from fixed income funds (their second consecutive week of outflows and largest since the week ended August 10, 2008). Shrugging off the recent downgrade of U.S. sovereign debt, investors injected some $749 million into U.S. Treasury funds, their largest net inflows since June 30, 2010, while high current yield funds and bank loan funds experienced significant redemptions. A few brave investors putting money back to work injected net flows into equity income funds (+$0.3 billion), commodity precious metals funds (+$1.6 billion), and international and global debt funds (+$0.2 billion).

Lipper Weekly U.S. Fund Flows Video Series - August 3, 2011

Published on 05 Aug 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 3, 2011. The spill over from last week’s debt ceiling negotiations combined with the downturn in global equities markets caused investors to pull $75.5 billion from U.S. Mutual Funds and ETFs for the week. Although $65.8 billion in outflows was attributed to Money Market funds, all other asset types experienced net redemptions for the week.

Lipper Weekly U.S. Fund Flows Video Series - July 27, 2011

Published on 29 Jul 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended July 27, 2011. Despite learning about a slew of strong earnings reports and optimistic second-half guidance, the European Council’s agreement to support Greece, and improved consumer confidence, mutual fund investors remained rattled by the U.S. Congress debt ceiling stalemate and pulled a net $33.8 billion from the conventional mutual funds business--excluding ETFs--for the week ended July 27.

Lipper Weekly U.S. Fund Flows Video Series - July 20, 2011

Published on 25 Jul 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended July 20, 2011. Despite positive (albeit modest) returns in the broad equity markets this week, investors were net redeemers. They continued to buy taxable bond funds and even found enough courage to put more money to work in the muni fund space.

Lipper Weekly U.S. Fund Flows Video Series - July 13, 2011

Published on 15 Jul 2011, by Jeff Tjornehoj
For the week ending July 13, 2011, the traditional mutual funds industry saw net inflows of approximately $15.1 billion. Equity mutual funds managed to draw in an estimated $340 million in net new money despite a softer tone in equity markets; domestic equity funds outdrew their nondomestic peers by a 2-1 margin. Taxable bond fund flows accelerated as they drew $3.0 billion in new flows after four weeks of sub-$3 billion flows. High Yield funds have turned around significantly and pulled in nearly $900 billion this week, their second-highest pull this year. Tax-exempt bond funds took in over $360 million in net flows after last week’s $280 million outflow. Although California muni debt funds continued to see assets withdrawn, high yield muni funds drew almost $70 million and national muni funds drew over $500 million in net sales. Money market funds received the bulk of new money as over $11.4 billion was set aside in cash accounts. This week, taxable accounts drew the lion’s share of net sales with over $15.1 billion committed.

Lipper Weekly U.S. Fund Flows Video Series - July 6, 2011

Published on 08 Jul 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended July 6, 2011. Investors were able to look past growing fiscal concerns for both Greece and the U.S. as equity markets ended the holiday period on a positive note. For the week, investors were net buyers as the conventional mutual fund business posted inflows of roughly $3.0 billion.

Lipper Weekly U.S. Fund Flows Video Series - June 29, 2011

Published on 01 Jul 2011, by Jeff Tjornehoj
Jeff Tjornehoj recaps the events and crunches the numbers behind the flow of funds into and out of the conventional mutual funds industry. Top flows for ETFs are also highlighted.

Lipper Weekly U.S. Fund Flows Video Series - June 22, 2011

Published on 23 Jun 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended June 22, 2011. Despite a decline in oil future prices (lowest since mid February), the Dow breaking a six-week losing streak, and May leading economic indicators coming in stronger than expected, investors withdrew a net $7.1 billion from the conventional fund business—excluding ETFs—for the week ended June 22. In particular equity funds saw $1.2 billion fly out their coffers, handing back money for the fifth week in a row. On the fixed income side, both taxable bond funds (+$0.7 billion) and municipal debt funds (+$0.1 billion, only its second week of inflows in 32) witnessed net inflows. Continuing on their erratic ways, money market funds witnessed $6.8 billion in net redemptions during the week.

Lipper Weekly U.S. Fund Flows Video Series - June 15, 2011

Published on 17 Jun 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended June 15, 2011. Growing concerns of a Greek default pushed the Dow below the 12,000 point mark for the first time since mid-March. This signal helped convince investors to pull $2.0 billion out of equity mutual funds with domestic funds (-$2.4 billion) accounting for the vast majority of redemptions. Taxable bond funds continue to draw assets as the group posted its twenty-sixth consecutive week of inflows with $1.8 billion. Of that, that majority of new money went into Corporate Investment-Grade funds (+$1.3 billion) as investors sought out quality. In step with equity funds, Corporate High Yield funds experienced net outflows of $1.3 billion, their largest weekly outflow since May 2010. Following their first week of inflows over the last 30 periods Municipal debt funds once again fell into the red posting outflows of $172 million — a bit surprising as the group posted their eleventh straight week of positive returns. Money Market funds continued their weekly seesaw as the group pushed out $29.7 billion for the week.

Lipper Weekly U.S. Fund Flows Video Series - June 8, 2011

Published on 10 Jun 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended June 8, 2011. Lots of not-so-good economic news sent stocks down for six consecutive days, leading the Dow to the edge of the 12,000 point mark. Investors pulled $1.6 billion from their mutual funds and an additional $4.9 billion from equity ETFs as domestic mutual funds and ETFs each bore the brunt of outflows in their respective group. Taxable bond funds received $3.8 billion in net new money with the Corporate-Investment Grade group responsible for $1.7 billion and the Government-Treasury group good for $206 million. International & Global Debt funds, despite misgivings related to the mess in Greece, received over $1 billion for their best week of the year. Municipal debt funds . . . wait for it . . . saw their flows turn positive, and nearly $250 million at that. This officially caps their outflows streak at 29 weeks and total outflows at $48.9 billion. Since the end of March the average muni debt fund has a total return of almost 3.8%--an outstanding performance (pre-tax, even!) that was much better than taxable funds, where so much money has flowed this year. Money market funds saw inflows of $14.3 billion.

Lipper Weekly U.S. Fund Flows Video Series - June 1, 2011

Published on 03 Jun 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended June 1, 2011. Witnessing the Dow's worst one-day drop since June 2010 during the week, signs of the global economy losing its momentum, and the ISM manufacturing gauge experiencing its largest one-month drop since 1984, equity investors redeemed just a little less under $100 million, while taxable fixed income investors injected some $1.4 billion into the conventional funds business (exclusive of ETFs) for the week. And despite their ninth consecutive week of plus-side performance, municipal debt funds witnessed their 29th consecutive week of outflows, handing back some $0.5 billion.

Lipper Weekly U.S. Fund Flows Video Series - May 18, 2011

Published on 20 May 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 18, 2011. Increasing concern about inflation as well as a drop in retail sales couldn’t keep investors out of the game as equity mutual funds posted net inflows of $1.6 billion for the week ending May 18, 2011. Taxable Bond products experienced their twenty-second consecutive week of inflows at $3.9 billion. Municipal Bond Funds continued to shed assets with weekly net outflows of $145 million; their twenty-seventh straight week of outflows. Money Market Funds pushed out $9.4 billion; continuing their roller-coaster ride as they experienced $16.8 billion of inflows last week.

Lipper Weekly U.S. Fund Flows Video Series - May 4, 2011

Published on 06 May 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended May 4, 2011. Despite three consecutive days of market declines, lower-than-expected ISM manufacturing and nonmanufacturing numbers, and a few poor earnings reports, the conventional mutual fund industry attracted some $2.4 billion in net new money. Investors appeared to focus more on stronger durable goods orders and the favorable earnings reports, injecting some $1.3 billion into equity funds and $3.7 billion into fixed income funds, while being net redeemers from municipal debt funds, which experienced their 25th week of outflows.

Lipper Weekly U.S. Fund Flows Video Series - April 27, 2011

Published on 29 Apr 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended April 27, 2011. Overall the conventional U.S. mutual fund business experienced inflows of $16.7 billion. Investors confidence in equity mutual funds slowed as the group posted weekly inflows of only $547 million. Interest in Taxable Bond funds remained strong as they added $2.3 billion to their accounts. Money Market funds bounced back from last week's outflows, adding back roughly $14.4 billion in assets.

Lipper Weekly U.S. Fund Flows Video Series - April 20, 2011

Published on 21 Apr 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended April 20, 2011. Overall the conventional U.S. mutual fund business experienced outflows of $27 billion as investors pulled cash out of Money Market Funds (-$30.3 billion). Investors continued to show confidence in equity funds as the group posted weekly inflows of roughly $2.3 billion. Taxable Bond funds followed suit as they added $2.2 billion to their coffers.

Lipper Weekly U.S. Fund Flows Video Series - April 13, 2011

Published on 15 Apr 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended April 13, 2011. Despite continued geopolitical concerns and the escalating nuclear crisis in Japan, the mutual fund industry attracted some $10.8 billion in net new money. Investors appeared to shrug off the potential impasse between Republicans and Democrats concerning a government shut down last week and instead focused their attention on the upcoming earnings reporting season. Despite a disappointing revenue growth report from bellwether Alcoa, investors still injected $1.3 billion into equity funds.

Lipper Weekly U.S. Fund Flows Video Series - April 6, 2011

Published on 08 Apr 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended April 6, 2011. For the twenty-first consecutive week Municipal Debt Fund investors were net redeemers, pulling out $1.1 billion from the conventional funds business, while equity and taxable bond fund investors padded the coffers of fund management firms.

Lipper Weekly U.S. Fund Flows Video Series - March 30, 2011

Published on 01 Apr 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 30, 2011. Overall the conventional U.S. mutual fund business experienced inflows of $6.5 billion for the week as investors jumped back into equity funds as the group posting weekly inflows of roughly $2.2 billion.

Lipper Weekly U.S. Fund Flows Video Series - March 23, 2011

Published on 28 Mar 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended March 23, 2011. Despite stronger equity performance, sticky oil prices and looming concerns over the crisis in Japan kept investors on the defensive, withdrawing a net $2.4 billion from equity funds, as taxable bond funds witnessed their 14th consecutive week of net inflows.

Lipper Weekly U.S. Fund Flows Video Series - March 9, 2011

Published on 11 Mar 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 9, 2011. Overall the conventional U.S. mutual fund business experienced inflows of $5.2 billion for the week as taxable bonds posted their largest weekly gains since 10/14/2009.
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