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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.

2009 Q4 Fixed Income Funds Review

Published on 12 Jan 2010, by Jeff Tjornehoj
Bond funds followed equity funds to higher ground in 2009, as investors turned their attention to a sharp rebound in risky assets. The most stunning returns were found in lower quality choices such as High Yield Funds (+46.41%), Loan Participation Funds (+41.02%), and Emerging Markets Debt Funds (+32.49%), while pangs of disappointment were felt most harshly in U.S. Treasury Funds (-6.47%). Developments in the flow of funds in 2009 are also presented.

2009 Q3 Fixed Income Funds Review

Published on 30 Sep 2009, by Jeff Tjornehoj
It’s hard to believe that three months ago we looked upon the bond funds world with amazement because the average taxable bond fund was up 5.32% for the second quarter. We had to go back to Q2 1995 (+5.56%) to find a better quarter. Considering those are the kinds of numbers we’re used to seeing over a full year, it was natural to expect the bond market to take a breather. Did it?

2009 Q3 Equity Funds Review

Published on 30 Sep 2009, by Tom Roseen
After a ho-hum June equity funds strung together three consecutive months of plus-side returns, producing their strongest third quarter showing (+16.79%) in over 30 years.

2009 Q2 Fixed Income Funds Review

Published on 30 Jun 2009, by Jeff Tjornehoj
Although bond fund investors returned to riskier corners of the market in March of this year, things really didn’t get rolling until April and May (and June wasn’t too shabby either), leading to a spectacular second quarter: the average taxable bond fund was up 5.32%.

2009 Q2 Equity Funds Review

Published on 30 Jun 2009, by Tom Roseen
After a dreadful first quarter, investors breathed a sigh of relief as stock market returns remained strong for April and May, providing the strongest quarterly stock gains since the three-month period ended December 1998.

2009 Q1 Fixed Income Funds Review

Published on 31 Mar 2009, by Jeff Tjornehoj
Bond fund investors returned to riskier pockets of the market in first quarter 2009, gaining confidence that the stimulus/ rescue plans put forth by the Obama administration (and in concert with the Fed) would support asset values. (To be honest, there were some screaming deals left over from the fourth quarter that warranted attention.)

2009 Q1 Equity Funds Review

Published on 31 Mar 2009, by Tom Roseen
After the major indices posted their worst January and February returns on record (and keep in mind, according to the Stock Traders Almanac’s January Barometer: “As January goes, so goes the year”), March provided the best monthly stock gains in over six years, shielding us from a repeat of the disaster of fourth quarter 2008.

Special Topic: A Means of Mitigating Fund Losses in Turbulent Markets

Published on 13 Jan 2009, by Tom Roseen
In 2008 equity funds posted their worst one-year return (-39.54%) in Lipper’s database, which began in 1959. For this paper we compared and contrasted returns of open-end mutual funds screened on Lipper’s three-year Preservation rating to see if higher-rated funds (those with ratings of 4 or 5) mitigated losses better than lower-rated funds (those with ratings of 1 or 2) during this very volatile market period.

2008 Q4 Equity Funds Review

Published on 31 Dec 2008, by Tom Roseen
In 2008 equity funds posted their worst one-year return (-39.54%) in Lipper’s database, which began in 1959. The next closest losing year was 1974, when equity funds shed 24.35% of their value. However, a faint light at the end of the tunnel may be in sight.

2008 Q4 Fixed Income Funds Review

Published on 31 Dec 2008, by Jeff Tjornehoj
After a strong first quarter start (+2.17%), the Barclays (formerly Lehman Brothers—remember them?) U.S. Aggregate Total Return Index fell 1.02% in the second quarter and followed that with a minus 0.48% return in Q3 to stand at 0.68% through three quarters. This was followed by a strong rebound in Q4 (+4.58%) to end 2008 5.24% to the good.

2008 Q3 Equity Funds Review

Published on 30 Sep 2008, by Tom Roseen
Equity funds extended their losing streak in September for the fourth consecutive month, with the average equity fund declining 10.97% for the month—the worst one-month return since August 1998.

2008 Q3 Fixed Income Funds Review

Published on 30 Sep 2008, by Jeff Tjornehoj
When we last reflected on quarterly performance we noted that fixed income funds were dangerously close to breaking through the zero mark at the halfway point of 2008 (+0.15%) and that whatever momentum they had at the start of the year was rapidly eroding.

Special Topic: 2008 Q3 Hedge Fund Review

Published on 30 Sep 2008, by Ferenc Sanderson
Our hedge fund analyst discusses performance trends.

2008 Q2 Equity Funds Review

Published on 30 Jun 2008, by Tom Roseen
Despite posting plus-side returns during April (+5.16%) and May (+2.65%), in June equity funds suffered their worst one-month decline (-7.50%) since September 2002. But for the quarter the group managed to remain close to the breakeven mark, shedding just 0.15% of its value.

2008 Q2 Fixed Income Funds Review

Published on 30 Jun 2008, by Jeff Tjornehoj
To read our recent posting on equity fund performance, one might assume fixed income funds would have had a substantial run to the upside, particularly after equities suffered their worst one-month decline (-7.50%) since June 2002…but that would be wrong. Fixed income funds are now dangerously close to breaking through the zero mark year to date (+0.15%), and what momentum they had to start the quarter seems completely gone.

2008 Q1 Equity Funds Review

Published on 31 Mar 2008, by Tom Roseen
Wild market swings throughout first quarter 2008 played on investors’ psyches, and as a result equity mutual funds posted their worst three-month returns in 23 quarters. The average equity mutual fund declined 9.74% for the quarter ended March 31, 2008.

2008 Q1 Fixed Income Funds Review

Published on 31 Mar 2008, by Jeff Tjornehoj
While equities have indeed suffered, not every bond (or bond fund) has found traction. Formerly staid bond fund classifications such as Ultra-Short Obligation (USO) Funds (-1.63%), intended to be souped-up versions of money market funds, have actually lost ground this year.

Special Topic: 2008 Q1 Earnings Outlook

Published on 31 Mar 2008, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2007 Q4 Equity Funds Review

Published on 31 Dec 2007, by Tom Roseen
No Santa Claus rally was evident at the end of 2007. Despite consumers’ stepping up to the cash register and continuing to overstretch their mounting credit-card debt during the holiday season, recessionary worries, fresh geopolitical woes, and liquidity concerns pushed equity fund returns down for the quarter ended December 31, 2007. Equity funds posted their worst quarterly returns since second quarter 2006, declining 2.76%.
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