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Mein Geld-TV Roundtable Deutsche Fondsindustrie 29/07/2011

Published on 29 Jul 2011, by Detlef Glow
Detlef Glow und andere ausgewählte Teilnehmer aus Wissenschaft, Wirtschaft und der Finanzbranche diskutieren im Rahmen eines Roundtablegespräches das Thema: „Anlageberatung und Vermögensverwaltung des 21. Jahrhundert“.

Lipper 2011 Second Quarter Fund Flows Review WebEx Replay

Published on 29 Jun 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2011 in this WebEx replay. In spite of economic concerns and a weakening in global markets, mutual funds were able to post quarterly net inflows of roughly $13 billion as of June 22nd. Equity Funds as a whole were able to draw in $20.3 billion as the group was bolstered by growing interest in World Equity (+$14.0 billion) offerings. A growing aversion to risk helped Taxable Bond funds continue on their winning ways as they recorded $43.2 billion in new assets. For the second quarter in a row, Loan Participation Funds (+$8.2 billion) and Multi-Sector Income Funds (+$6.9 billion) had the largest inflows for the group. Municipal Bond Funds looked to end the quarter with outflows of $4.6 billion--not all that surprising as the group just recently ended a 29 week outflow streak. That said, there seems to be some light at the end of that tunnel as municipal funds have seen twelve consecutive weeks of positive returns and two weeks of scant, but positive flows. Money Market Funds have continued to shed assets with $36.1 billion in outflows.

Lipper 2011 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 29 Jun 2011, by Jeff Tjornehoj
The flight to quality trade looks to send Treasury-related categories to the top of the performance charts in Q2. Municipals debt funds--despite dire predictions for municipalities by certain analysts--have performed exceptionally well as the pipeline for new bond issuance dried up. Record-level issuance of high yield corporate debt during the quarter appears to have come to a screeching halt and High Yield Debt Funds turned in some of the fixed income world’s worst returns. Jeff highlights these and other trends in his WebEx presentation.

Lipper 2011 Second Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 29 Jun 2011, by Tom Roseen
Equity funds took it on the chin this quarter, declining 3.16% (based on preliminary data through June 23, 2011). For Q2 2011, only 10 of Lipper's 86 equity fund classifications posted positive returns. Mixed Equity Funds (-1.33%), mitigated losses better than their United States Diversified Equity Funds (-3.11%), World Equity Funds (-3.18%), and Sector Equity Funds (-3.34%) cohorts in Q2. Tom highlights Q2 trends and provides his outlook in this WebEx presentation.

The Week in Fund--and ETF--Flows: May 25, 2011

Published on 27 May 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the week's data and talks about which funds mattered the most when it came to the final numbers.

Lipper 2011 First Quarter Fund Flows Review WebEx Replay

Published on 12 Apr 2011, by Matthew Lemieux
Investors trained their focus on equity mutual funds as the group ended the quarter with net inflows of $57 billion. This was quite a turnaround from the $12.1 billion in outflows posted the previous quarter. Taxable fixed income also faired well by adding $36.2 billion to its coffers, bolstered by heavy interest in both Loan Participation Funds (+$14.4 billion) and Multi Sector Income Funds (+$8.1 billion). The prospects for municipal debt funds were similar to that of their previous quarter with approximately $20.4 billion flowing out of their products. Money market funds also ended the quarter with net outflows as the loss of $88.1 billion dragged overall numbers for the conventional fund business into the red.

Lipper 2011 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 12 Apr 2011, by Jeff Tjornehoj
Headline risk kept most bond fund groups in the black at the end of Q1. Long-term Treasury and some--but not all--municipal debt funds groups were the quarter's worst performers, badly trailing riskier high yield and flexible income strategies. Jeff Tjornehoj walks listeners through the ups and downs that marked Q1 2011.

Lipper 2011 First Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 12 Apr 2011, by Tom Roseen
Equity funds strung together their third consecutive quarter of plus-side returns, gaining (+5.14%). For Q1 2011, 73 of Lipper's 79 equity fund classifications posted positive returns. For the second consecutive quarter, United States Diversified Equity Funds (+6.04%) outpaced its Sector Equity Funds (+5.67%), Mixed Equity Funds (+3.66%), and World Equity Funds (+2.60%) counterparts in Q1. Tom highlights Q1 trends and provides his outlook in this WebEx presentation.

Lipper Fund Flows Insight for February 16 2011

Published on 18 Feb 2011, by Jeff Tjornehoj
Mutual funds received over $12 billion in net new money this week. Muni debt funds continued to spill money overboard, while tensions in the Middle East kept a lid on equity flows despite positive performance in the stock market.

Lipper 2010 Fourth Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Jeff Tjornehoj
In this WebEx replay, Jeff Tjornehoj reports that Treasuries and munis were crushed in Q4, while high yield and loan participation fund strategies prevailed.

Lipper 2010 Fourth Quarter Fund Flows Review WebEx Replay

Published on 07 Jan 2011, by Matthew Lemieux
Although investors continued to shy away from U.S. Diversified offerings, overall inflows for equity mutual funds began to accelerate in the 4th quarter. This was good news as investors of municipal debt funds headed for the door and interest into taxable bond funds began to wane. In this WebEx presentation, Matthew highlights flows trends in the industry for the last quarter of 2010.

Lipper 2010 Fourth Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Tom Roseen
A five-week rally lifted equity funds to their best December gain (+6.43%) since 1999, contributing more than one-third of the 2010 one-year total return of 16.57%. For the quarter all but 1 of Lipper's 79 equity fund classifications posted positive returns. At the top of the equity funds leader board were the Diversified Leverage Funds (+23.22%), Natural Resources Funds (+21.16%), and Basic Materials Funds (+18.49%) classifications. Tom highlights Q4 trends and provides his outlook in this WebEx presentation.

Lipper 2010 Third Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Tom Roseen
A late-summer rally catapulted equity funds to their best gain (+12.52%) in five quarters and their strongest September return (+9.63%) since at least 1959. For the quarter all but 1 of Lipper's 79 equity fund classifications posted positive returns. At the top of the equity funds leader board were the Latin American Funds (+25.93%), Diversified Leverage Funds (+22.61%), and International Real Estate Funds (+22.60%) classifications. Tom highlights Q3 trends and provides his outlook in this WebEx presentation.

Lipper 2010 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Jeff Tjornehoj
For the fixed income universe, third quarter's best performance was turned in by strategies that benefited from dollar weakness. The U.S. dollar index (TXA) sank over 7% to send Emerging Markets Debt Funds and International Income Funds up 9.23% and 9.22%, respectively. At the other end of the safety scale General U.S. Treasury Funds returned 3.70%. Jeff reviews the trends impacting fixed income mutual fund investors during the quarter.

Lipper 2010 Third Quarter Fund Flows Review WebEx Replay

Published on 11 Oct 2010, by Matthew Lemieux
Despite a stellar quarter for equity mutual funds, gun-shy investors continued to redeem assets from equity funds in Q3 and preferred to put new money to work in the perceived safety of fixed income mutual funds and money market funds. Matt highlights flows trends in the industry for the third quarter.

A Review on Euro Stoxx 50 ETFs

Published on 21 Sep 2010, by Detlef Glow
Plain vanilla Euro Stoxx 50 ETFs play a dominate role in the European ETF market, as they are one of largest peer groups by assets under management. For this reason, Lipper analyzed this segment of the European ETF market and will publish a research study on September 16th. Within this 20 minutes presentation we will give an unique overview on the Euro Stoxx 50 ETFs, which are available to investors in Europe. We will present results of our analysis on: - Development of the assets under management (AUM), - Fees and expenses, - Relative performance, - Correlation, - Tracking error, - On-exchange turnover and - Spreads

Lipper 2010 Second Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 07 Jul 2010, by Tom Roseen
Equity funds, declining 10.42%, suffered during second quarter 2010 their first quarterly loss in five and their worst thrashing since fourth quarter 2008. For the quarter all but 2 of Lipper’s 79 equity fund classifications posted negative returns. Dedicated Short-Bias Funds (+9.92%) and Precious Metals Funds (+9.18%) were the only equity classifications with plus-side performance.

Lipper 2010 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 07 Jul 2010, by Jeff Tjornehoj
Bond funds followed a terrific first quarter with another solid (if lower) second quarter. Risky assets fell behind, led downward by Loan Participation Funds (-1.47%), Currency Funds (-1.46%), and High Yield Funds (-0.56%). At the other end of the spectrum, Treasury and government bond types posted impressive returns and none were better than U.S. Treasury Funds (+10.06%). TIPS Funds (+3.25%) and GNMA Funds (+3.14%) both surprised to the upside.

Lipper 2010 Second Quarter Hedge Fund Performance Review WebEx Replay

Published on 07 Jul 2010, by Pennapa Tantiyakul
Pennapa reviews first quarter 2010 hedge fund performance and flows.

ETFs in Europe - Market Overview and Research

Published on 29 Jun 2010, by Detlef Glow
Detlef Glow, Lipper’s Head of Central, North and Eastern European Research, provides an overview of the pan-European ETF market for first quarter 2010.

2010 Q1 Fixed Income Fund Review

Published on 13 Apr 2010, by Jeff Tjornehoj
Bond funds started 2010 well, despite misgivings toward the safest asset. Far and away the best returns were among lower quality choices such as Emerging Markets Debt Funds (+4.67%), High Yield Funds (+4.25%), and Flexible Income Funds (+4.12%) while U.S. Treasury Funds (+0.52%) disappointed.

2010 Q1 Equity Fund Review

Published on 08 Apr 2010, by Tom Roseen
Equity funds strung together their fourth consecutive quarter of plus-side returns during the first quarter of 2010, posting a 4.64% return, their best Q1 returns since 2006. US Diversified Equity Funds (+5.67%) outpaced its World Equity Funds (+2.30%) counterparts for the first time in many quarters.

2010 Q1 Hedge Fund Review

Published on 08 Apr 2010, by Pennapa Tantiyakul
Pennapa reviews fourth quarter 2009 hedge fund performance and flows and gives her outlook for 2010.

Lipper FMI FundFlash Europe - February 2010

Published on 17 Feb 2010, by Ed Moisson
Monthly newsletter on European fund flows trends

2009 Q4 Equity Funds Review

Published on 12 Jan 2010, by Tom Roseen
During Q4 2009, equity mutual funds (+4.12%) strung together their third consecutive winning quarter, propelling the group to its best one-year return since 2003 (+33.73%). Of Lipper’s 79 equity and mixed-asset fund classifications 46 posted returns in excess of 30% for the year.
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