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Lipper 2014 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 08 Jul 2014, by Lipper Staff
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

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 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 08 Jul 2014, by Tom Roseen
Despite the old adage of "sell in May and go away," investors kept the pedal to the metal in second quarter 2014, pushing the average equity mutual fund three-month return to 4.04%, with equity funds posting their eighth consecutive quarter of plus-side returns.Tom Roseen highlights Q2 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2014 Equity Fund Performance Review and Outlook.

Lipper 2014 Q1 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 16 Apr 2014, by Lipper Staff
Fund flows were positive during the first quarter of 2014 with $105.1 billion of net inflows going into mutual funds and $12.9 billion of net inflows into ETFs. Despite the market volatility during the period, net inflows into mutual funds significantly increased relative to the fourth quarter of 2013 which witnessed $41 billion in net positive flows. The fourth quarter saw $45 billion going into ETFs. Equity flows were positive in the U.S. diversified and sector equity segments with world equity funds leading the way amongst the broader categories. Taxable fixed income flows were positive at a combined $43.6 billion for the first time in three quarters. The municipal bond sector also witnessed positive net inflows for the first time in three quarters with $1.9 billion entering the category as investors appeared attracted to their higher yields. Money market funds witnessed $85 billion in net outflows.

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 2014 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Tom Roseen
After the spectacular run-up in 2013, investors cautiously continued to bid up the market in first quarter 2014. Tom Roseen highlights Q1 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2014 Equity Fund Performance Review and Outlook.

Lipper 2013 Q4 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 10 Jan 2014, by Lipper Staff
Investors continued to strongly embrace both mutual funds and ETFs in both the fourth quarter and for the full year 2013 with positive net inflows. Barry Fennell details how fund investors favored international equity and select sector equity funds with positive flows while shunning most taxable fixed income and municipal bond products.

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 2013 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Tom Roseen
Despite many uncertainties during the year, investors kept the equity rally rolling. Domestic equity funds (up 32.30% for the year) easily beat their world equity fund (gaining 16.82%) counterparts. Tom highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2013 Fund Performance Review and Outlook.

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 2013 Q3 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Tom Roseen
Equity funds finished September up 4.65% (for their ninth best September performance in 50 years) and helped push equity funds' Q3 return to 7.32%, producing a fifth straight quarter of plus-side performance.Tom highlights investment trends for equity funds during Q3 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Third Quarter 2013 Fund Performance Review and Outlook.

Lipper 2013 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 09 Jul 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $30.8 billion, as flows into equity funds (+$34.9 billion net) kept the larger group in the black for the quarter. Taxable bond investors were pushed back on their heels as they redeemed roughly $16.8 billion after the Federal Reserve announce they may soon look into tapering their asset-purchases, sending Treasury rates up to levels not seen since 2011. Municipal bond funds followed suit as they also pulled nearly $17 billion from their accounts. Exchange-traded funds (ETFs) continued to draw assets, posting $10.4 billion for the same period. Money market funds ended the quarter with net outflows of $13.1 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 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Tom Roseen
Despite some sluggishness in June (the average equity fund declined 2.10%), the average equity fund remained in the black for Q2, returning 0.31% and producing a fourth consecutive quarter of plus-side returns. Although many stocks set new highs during the quarter, investors turned their attention to domestic, quasi-defensive, and out-of-favor issues.Tom highlights investment trends for equity funds during Q2 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2013 Fund Performance Review and Outlook.

Lipper 2013 Q1 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 10 Apr 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $118.0 billion, with taxable bond funds taking in $55.5 billion of the total. Investors finally seemed to break through their post-recession malaise for stock funds and they poured over $90.0 billion into U.S. based equity products. Exchange-traded funds (ETFs) continued to draw assets, posting $50.4 billion for the same period. Municipal bond funds added $9.5 billion to their accounts as investors pulled cash from money market funds (-$98.5 billion) to feed their demand for riskier assets.

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 2013 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Tom Roseen
Investors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook.

Lipper 2012 Q4 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 09 Jan 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $200.0 billion, with taxable bond funds taking in $61.8 billion of the total. Although U.S. diversified equity mutual funds continued to provide strong returns, they once again ended the quarter in the red for flows as the group reported net redemptions of $28.3 billion. Exchange-traded products continued to draw assets, posting $40.8 billion for the same period. Municipal bond funds added $5.8 billion to their accounts as money market funds (+$143.1 billion) made up the lion's share of net inflows for the quarter.

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 2012 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Tom Roseen
In this WebEx replay, Tom Roseen discusses the trends and events that shaped equity fund returns in Q4 and 2012. Despite the persistent market pessimism and the best efforts by our elected officials to derail the economy, fund investors benefitted in 2012 by generally going against the grain and trusting (selectively) in equity funds. For the year the average equity fund returned a robust 14.51%.

Lipper Weekly U.S. Fund Flows Video Series - November 14, 2012

Published on 16 Nov 2012, by Jeff Tjornehoj
Lipper's Head of Americas Research Jeff Tjornehoj discusses the week's flows events for mutual funds and ETFs.

Mein Geld TV Roundtable – Die naechste Generation der Anlageberatung

Published on 11 Oct 2012, by Detlef Glow
Noch nie hat die Finanzindustrie einen derartigen Veränderungsprozess durchlebt. Noch sind die endgültigen Auswirkungen der neuen Regulierungen und aufsichtsrechtlichen Vorgaben für Finanzdienstleister nicht vollstaendig absehbar. Dennoch ist schon heute klar zu erkennen, dass die Anforderungen, die Finanzdienstleister zukuenftig bei der Anlageberatung beruecksichtigen muessen, sich deutlich verschaerfen werden. Isabelle Hägewald (Mein Geld) diskutiert mit ausgewaehlten Teilnehmern aus Wissenschaft, Wirtschaft und der Finanzbranche über die Herausforderungen, denen sich Anlageberater in der Zukunft stellen muessen, um ihre Kunden erfolgreich beraten zu koennen. Teilnehmer: Andree Breuer, Geschaeftsfuehrer der Andree Breuer GmbH Prof. Dr. Stefan May, Professor für Finanzmarktanalyse und Portfoliomanagement und wissenschaftlicher Leiter des ikf - Institut für Kapitalmarktforschung und Finanzmarketing GmbH Christoph Kanzler, Leiter der Niederlassung Deutschland der Dimensional Fund Advisors Ltd Frank Rottenbacher, Vorstand der GOING PUBLIC! Akademie für Finanzberatung AG Detlef Glow, Leiter der Fondsanalyse für Europa, den mittleren Osten und Afrika bei Lipper, einer Tochtergesellschaft von Thomson Reuters

Lipper 2012 Q3 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 09 Oct 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $101.9 billion, bolstered heavily by taxable fixed income funds (+$70.8 billion). Despite strong returns and a general increase in investor sentiment, U.S. diversified equity funds continued to bleed assets as the group reported net redemptions of $39.5 billion. Exchange-traded products continued to draw assets, posting $52.1 billion for the same period. Municipal bond funds added $31.6 billion to their accounts as money market funds (+$23.9 billion) also reported net inflows for the quarter.

Lipper 2012 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Oct 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the third quarter performance of fixed income funds. Statements by central bankers Draghi and Bernanke shook up bond markets and focused investors’ attention back on monetary policies and their positive effect on risky assets. Because the dollar fell over the quarter, ex-US fund strategies outperformed and with risk assets back in the driver’s seat lower-quality credits also led the performance charts at the expense of Treasuries and short-duration types.
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