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Lipper Weekly U.S. Fund Flows Video Series - March 21, 2012

Published on 23 Mar 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 21, 2012. Despite a strong Q1 rally, U.S. market indices began to show signs of slowing as the week came to a close. Although partially due to quarter-end window dressing, concerns stemming from higher domestic energy prices and economic data out of Europe and China were in the forefront of investor’s minds. Overall, the conventional mutual fund business experienced net outflows of $12.7 billion as corporate tax liabilities pushed institutions to pull roughly $17 billion out of money market funds. Equity funds(+$700 million) and Taxable Bond funds(+$3.3 billion) both attracted new assets while Municipal Debt funds ended the period flat with net inflows of only $44 million.

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

Published on 16 Mar 2012, by Jeff Tjornehoj
Lipper's Jeff Tjornehoj discusses the week's flows trends and surprises.

Lipper Weekly U.S. Fund Flows Video Series - February 22, 2012

Published on 24 Feb 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended February 22, 2012. Although the Dow closed above 13,000 for the first time since May 2008, confusion (still) surrounding the Greek debt problem prompted equity mutual fund investors to contribute a paltry $1.3 billion this week. Curiously, large-cap growth funds were one of the stronger strategies this week, perhaps indicating a burgeoning appetite for risk taking. Overall, the conventional fund business experienced net inflows of $8.6 billion. Taxable bond funds (+$4.1 billion) continued to gain, particularly high yield products (+$700 million). Investors also looked favorably on municipal offerings as the group posted their twelfth consecutive week of inflows at $800 million. Money market fund investors added $2.4 billion for the week as institutions backed away from government paper.

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

Published on 11 Nov 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 9, 2011. Despite a modest rise in the markets over the first four days of the week, widening spreads on Italian debt helped push investors to the door on Wednesday. Continued uncertainty over the fate of the Eurozone was exacerbated as two of the troubled nations, Greece and Italy, looked to introduce new governments. Despite this news it looked as investors were still willing to allocate new cash to the fund industry. Overall, the conventional mutual fund business attracted net inflows of $20.8 billion, with equity funds reporting net outflows of $519 million. Taxable bond funds (+$3.6 billion) posted their 5th consecutive week of inflows as Corporate Investment Grade funds attracted the most attention with $1.3 billion in net new assets. Municipal bond funds continued to be attractive with net inflows of $733 million, their largest weekly inflows since September of 2010. Money market funds benefited from the volatile market adding some $17.0 billion to their coffers.

Lipper Weekly U.S. Fund Flows Video Series - November 2, 2011

Published on 04 Nov 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the flows into and out of the funds industry this week.

Lipper Weekly U.S. Fund Flows Video Series - October 26, 2011

Published on 28 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 26, 2011. With three consecutive weeks of positive market gains on the horizon and optimistic news out of the Eurozone, investors injected roughly $4.2 billion into mutual funds for the week ending October 26th 2011. The big news was on the fixed income side as High Yield Funds (+$3.6 billion) experienced their largest weekly net inflows since Lipper began tracking them in 1992. Tightening spreads and upward pressure in the equity markets helped push investors back into risk through the junk based products. Equity funds (+$3.0 billion) also reported net inflows for the week as a $3.7 billion push into ETFs helped overcome the negative sentiment on the traditional fund side—mutual funds reported net redemptions of $742 million for the week. Municipal bond funds posted their third consecutive week of inflows with $310 million as investors pulled a net $1.1 billion from money market funds.

Lipper 2011 Third Quarter Fund Flows Review WebEx Replay

Published on 10 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2011 in this WebEx replay. In line with expectations after a disastrous quarter for fund performance, the conventional mutual fund business experienced preliminary quarterly outflows of $125.0 billion. Equity Funds as a whole accounted for roughly $82.9 billion of that as U.S. diversified products posted redemptions of over $70 billion alone. Taxable bond funds were not immune to the sell-off as inflows to the group were nearly flat--a meager $162 million. Investors moved away from higher yields as the previous quarter’s top flows attractor, Loan Participation funds, experienced outflows of $8.2 billion and High Current Yield products lost roughly $3.0 billion. Municipal bond funds offered a bit of a bright spot with quarterly inflows of $1.5 billion as flows for money market funds continued to be volatile with net quarterly redemptions of $43.8 billion.

Lipper Weekly U.S. Fund Flows Video Series - September 28, 2011

Published on 30 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly flows data for the week ended September 28, 2011. Investors reversed course from last week's outflows and allocated an estimated $4.9 billion in net new money toward mutual funds, the bulk of it to money market funds.

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 - 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 - February 23, 2011

Published on 25 Feb 2011, by Matthew Lemieux
Investors continued to show confidence in equity mutual funds as the asset group posted their tenth consecutive week of inflows.

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 Weekly U.S. Fund Flows Video Series - January 5, 2011

Published on 07 Jan 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended January 5, 2011. For the week, equity mutual funds post their fifth consecutive period of inflows as U.S. focused products report their largest weekly inflow since December 2006.

Lipper Weekly U.S. Fund Flows Video Series - December 15, 2010

Published on 17 Dec 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 15, 2010. -Funds push out roughly $40 billion as Taxable Bonds experience their second largest week of outflows in two years.

Lipper FMI Weekly U.S. Flows - December 8, 2010

Published on 10 Dec 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 8, 2010.

Lipper FMI Weekly U.S. Flows - November 23, 2010

Published on 26 Nov 2010, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 23, 2010.

Lipper FMI Weekly U.S. Flows - October 20, 2010

Published on 22 Oct 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended October 20, 2010.

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 Weekly U.S. Flows - March 10, 2010

Published on 15 Mar 2010, by Tom Roseen
Tom Roseen reviews Lipper FMI U.S. fund flows for the week ended March 10, 2010

Lipper FMI Hot Topics February 2010 - Commodities

Published on 29 Jan 2010, by Bella Caridade-Ferreira
Quarterly newsletter on latest issues being discussed in the European fund industry. The latest data is used to focus on the most successful topical themes.
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