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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.

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.

Tom Roseen Discusses Second Quarter Fund Flows and Global Investment Ideas with Moe Ansari on Market Wrap (Audio Podcast)

Published on 01 Jul 2010, by Tom Roseen
Tom Roseen, Research Manager of the US & Latin America, was interviewed by Moe Ansari, radio host of Los Angeles' Market Wrap. Tom's insights about where the money is moving were syndicated across the western US as a part of the show on July 1. Tom shared his views on the current volatility in the markets and what areas he thinks investors should be taking a look at and steering clear of. His short and long term investment thoughts were discussed, both from US and global perspectives. Market Wrap With Moe Ansari, is a Nationally Syndicated Broadcast carried 6 days a week on radio stations across the western US, including KABC 790 AM, Los Angeles Every Weekday at 6:00 PM.

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%.
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