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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 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 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2012, by Jeff Tjornehoj
Despite headlines trumpeting the return of equities, fixed income fund held their ground in Q1 and produced solid returns. Jeff Tjornehoj breaks down where the action was at and looks for conditions to improve for fixed income in the quarters ahead.

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 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 Hedge Fund Performance Review WebEx Replay

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

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.
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