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Lipper Weekly U.S. Fund Flows Video Series - September 7, 2011

Published on 09 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the weekly flows data among mutual funds and highlights top changes in the ETF market.

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 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 Equity Fund Market Insight - October 2010

Published on 08 Nov 2010, by Tom Roseen
Equity mutual funds (+3.73%) posted their second consecutive month of plus-side returns, with 98% all equity and mixed-equity funds in the black. Tom highlights investment trends in the equity funds universe.

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 Equity Fund Market Insight - August 2010

Published on 31 Aug 2010, by Tom Roseen
Equity mutual funds posted their worst August return (-3.99%) since 2001. Tom highlights investment trends in the equity funds universe.

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 FMI Weekly U.S. Flows - June 9, 2010

Published on 11 Jun 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews U.S. FMI weekly fund flows for the week ended June 9, 2010

Lipper Equity Fund Market Insight - April 2010

Published on 06 May 2010, by Tom Roseen
Equity mutual funds posted their third-consecutive month of plus-side returns, up 1.69% in April. Tom highlights investment trends for the month.

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.

Lipper FMI Weekly U.S. Flows - March 17, 2010

Published on 17 Mar 2010, by Matthew Lemieux
Matthew Lemieux reviews U.S. Lipper FMI weekly fund flows for the week ended March 17, 2010

Lipper Equity Fund Market Insight - February 2010

Published on 08 Mar 2010, by Tom Roseen
Equity mutual funds posted relatively strong performance (+3.74%) in February. Tom highlights investment trends for the month.

Lipper Equity Fund Market Insight - December 2009

Published on 31 Dec 2009, by Tom Roseen
Equity mutual funds turned in their best one-year performance (+33.73%) since 2003. Tom highlights December 2009 and year-to-date investment trends.

Lipper Equity Fund Market Insight - October 2009 (MP4 File)

Published on 31 Oct 2009, by Tom Roseen
Equity funds struggled in October, declining 2.19% for the month, with only 6.4% of all equity and mixed-asset funds posting plus-side returns. Tom highlights some of the influences on fund performance this month.

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.

Lipper Equity Fund Market Insight - August 2009 (MP3 file)

Published on 31 Aug 2009, by Tom Roseen
Since hitting a market low on March 9, 2009, equity mutual funds have leapt 57.06%. For August almost 94% of all equity and mixed-equity funds posted plus-side returns, with 5 of Lipper's 78 equity classifications being in the red. Tom reports recent developments and their impact on equity funds.

Lipper Equity Fund Market Insight - July 2009 (MP3 file)

Published on 31 Jul 2009, by Tom Roseen
Equity mutual funds posted their best July return in over 40 years, rising 7.95%. For July over 98% of all equity and mixed-equity funds posted plus-side returns, with only 1 of Lipper's 78 equity classifications--Dedicated Short Bias Funds (declining 11.97%) being in the red. Tom reports recent developments and their impact on equity funds.

Lipper Fixed Income Fund Market Insight - July 2009 (MP3 file)

Published on 31 Jul 2009, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper senior research analyst, reflects on the monthly performance of Fixed Income mutual funds.

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.

Lipper Equity Fund Market Insight - May 2009 (MP3 file)

Published on 31 May 2009, by Tom Roseen
For the third consecutive month, equity funds posted plus-side returns, rising 7.42% in May. For the three-month period just ended, equity funds posted their strongest quarterly gains in over 40 years. Tom reports recent developments and their impact on equity funds.

Lipper Fixed Income Fund Market Insight - May 2009 (MP3 file)

Published on 31 May 2009, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, discusses the performance of fixed income funds in May.

Lipper Equity Fund Market Insight - April 2009 (MP3 file)

Published on 30 Apr 2009, by Tom Roseen
For the second consecutive month, equity funds posted plus-side returns, gaining an eye-popping 11.62% in April. Equity funds posted their strongest monthly gains in some 30 years. Tom reports recent developments and their impact on equity funds.

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.

Lipper Equity Fund Market Insight - February 2009 (MP3 file)

Published on 28 Feb 2009, by Tom Roseen
For the second month in a row, equity funds took it on the chin, declining 8.97%. For the month a mere 2% of all equity and mixed-equity funds posted positive returns. Tom reports recent developments and their impact on equity funds.

Lipper Equity Fund Market Insight - January 2009 (MP3 file)

Published on 31 Jan 2009, by Tom Roseen
After a one-month reprieve in December, equity funds were hammered once again in January (losing 7.57% of their value for the month). The DJIA and S and P 500 Index posted their worst January returns on record. Tom reviews recent developments and their impact on equity funds.
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