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Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay

Published on 11 Jan 2012, by Jeff Tjornehoj
This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.

Lipper 2011 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2011, by Jeff Tjornehoj
Serious concerns on the fate of Greece, European banks, and even the euro itself sent Treasury-related categories to the top of the performance charts in Q3. The "risk-off" trade forced High Yield and Emerging Markets Debt groups plunging. Jeff highlights these and other trends in his WebEx presentation.

Lipper 2011 Third Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2011, by Tom Roseen
Equity Funds suffered their worst declines since Q4 2008, losing 17.44% for the quarter ended September 30, 2011. For the quarter, only 2 of Lipper's 86 equity fund classifications posted positive returns: Dedicated Short-Bias Funds (+29.82%) and Commodities Specialty Funds (+1.17%). World Equity Funds (-20.44%) lagged their Mixed Equity Funds (-10.08%), Sector Equity Funds (-15.36%), and U. S. Diversified Equity Funds (-16.67%) cohorts in Q3. Tom highlights Q3 trends in this WebEx presentation.

Hedge, Diversify, or Neither: How 'Alts' Performed in a Volatile Market

Published on 15 Sep 2011, by Jeff Tjornehoj
Head of Lipper Americas Research Jeff Tjornehoj discusses which strategies have fared well--and those that have not--since the downgrade of U.S. government debt.

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 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 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 2010 Fourth Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Jeff Tjornehoj
In this WebEx replay, Jeff Tjornehoj reports that Treasuries and munis were crushed in Q4, while high yield and loan participation fund strategies prevailed.

Lipper 2010 Fourth Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Tom Roseen
A five-week rally lifted equity funds to their best December gain (+6.43%) since 1999, contributing more than one-third of the 2010 one-year total return of 16.57%. 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 Diversified Leverage Funds (+23.22%), Natural Resources Funds (+21.16%), and Basic Materials Funds (+18.49%) classifications. Tom highlights Q4 trends and provides his outlook in this WebEx presentation.

Lipper 2010 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Jeff Tjornehoj
For the fixed income universe, third quarter's best performance was turned in by strategies that benefited from dollar weakness. The U.S. dollar index (TXA) sank over 7% to send Emerging Markets Debt Funds and International Income Funds up 9.23% and 9.22%, respectively. At the other end of the safety scale General U.S. Treasury Funds returned 3.70%. Jeff reviews the trends impacting fixed income mutual fund investors during the quarter.

Lipper Bond Fund Market Insight - August 2010

Published on 31 Aug 2010, by Jeff Tjornehoj
Bond funds post strong August returns, reports Lipper’s Jeff Tjornehoj.

Lipper Bond Fund Market Insight - July 2010

Published on 11 Aug 2010, by Jeff Tjornehoj
Bond fund investors ought to be pleased with July’s results, reports Lipper’s Jeff Tjornehoj.

Lipper Equity Fund Market Insight - July 2010

Published on 03 Aug 2010, by Tom Roseen
For July, equity mutual funds posted their best one-month return (+6.90%) in 13 months. 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 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.

Lipper FMI Weekly U.S. Flows - June 16, 2010

Published on 18 Jun 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended June 16, 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 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.

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.

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.
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