Mutual Fund Reviews Equity, Fixed income funds performance

Lipper Weekly U.S. Fund Flows Video Series - January 18, 2012

Published on 20 Jan 2012, by Matthew Lemieux

Rising optimism in U.S. equity markets continued to draw investors off the sidelines as mutual funds reported net outflows of $2.9 billion for the week. Once adjusted for the effects of money market activity (-$7.3 billion) the totals looked a bit more promising at inflows of $4.4 billion. Equity funds recorded inflows of roughly $800 million while taxable bond funds added $2.6 billion mostly between High Yield (+$796 million) and Investment Grade (+$640 million) products. Municipal bond funds continued to build momentum with roughly $1 billion in new assets—their second week at such a level.

Mein Geld-TV Roundtable Deutsche Fondsindustrie 13/12/2011

Published on 13 Dec 2011, by Detlef Glow

‘Geschlossene Fonds – Ein berechtigter Kapitalmarkt?‘ German expert roundtable discussion about closed-end-funds for direct investments in private equity, real estate, railway locomotives and ships on Mein Geld TV

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 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 Weekly U.S. Fund Flows Video Series - August 24, 2011

Published on 26 Aug 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 24, 2011. After what seemed to be a stable week in the U.S. equity markets, a disastrous report from the Philadelphia Fed supported increasing concerns over the possibility of a double-dip. Looking at weekly mutual fund flow numbers we see that investor sentiment was relatively subdued. Equity mutual funds—coming off their previous week of inflows—posted net redemptions of roughly $436 million. Taxable Bond funds were able to break their four week losing streak as the group posted net inflows of $967 million. Municipals continued their four-week run of outflows—although at a slower pace—as the category pushed out $160 million for the week. Money markets also gave back as the group reported net outflows of $5.8 billion.

Lipper Weekly U.S. Fund Flows Video Series - Agust 17, 2011

Published on 19 Aug 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended August 17, 2011. Equity mutual fund investors were steadfast this week and actually added $1.7 billion to their accounts, busting a four-week string of outflows. After equity fund assets were pummeled over 11% the previous week, this week’s bounce-back of 6% calmed enough nerves to draw the more adventurous ones back into the race. Domestic funds saw their first week of inflows in the last five as $1.3 billion seeped in while non-domestic equity funds had a scant $400 million added when all was said and done. Taxable bond funds had $1.2 billion in outflows for their third week of outflows as investors pulled about $1.4 billion from their core fixed income holdings; High Yield funds had a slight outflow of $300 million after the HY market pulled back significantly the week before. Muni funds were cursed with a fourth week of outflows as a quarter-billion was drained away, which is an improvement over last week’s $600 million outflow. Money market funds took in a net $13.9 billion this week following last week’s $47.5 billion inflow. These funds have had $205 billion in outflows this year and could eclipse last year’s $441 billion.

Mein Geld-TV Roundtable Deutsche Fondsindustrie 29/07/2011

Published on 29 Jul 2011, by Detlef Glow

Detlef Glow und andere ausgewählte Teilnehmer aus Wissenschaft, Wirtschaft und der Finanzbranche diskutieren im Rahmen eines Roundtablegespräches das Thema: „Anlageberatung und Vermögensverwaltung des 21. Jahrhundert“.

Lipper Weekly U.S. Fund Flows Video Series - July 20, 2011

Published on 25 Jul 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended July 20, 2011. Despite positive (albeit modest) returns in the broad equity markets this week, investors were net redeemers. They continued to buy taxable bond funds and even found enough courage to put more money to work in the muni fund space.

Lipper Weekly U.S. Fund Flows Video Series - July 6, 2011

Published on 08 Jul 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended July 6, 2011. Investors were able to look past growing fiscal concerns for both Greece and the U.S. as equity markets ended the holiday period on a positive note. For the week, investors were net buyers as the conventional mutual fund business posted inflows of roughly $3.0 billion.

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 - May 18, 2011

Published on 20 May 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 18, 2011. Increasing concern about inflation as well as a drop in retail sales couldn’t keep investors out of the game as equity mutual funds posted net inflows of $1.6 billion for the week ending May 18, 2011. Taxable Bond products experienced their twenty-second consecutive week of inflows at $3.9 billion. Municipal Bond Funds continued to shed assets with weekly net outflows of $145 million; their twenty-seventh straight week of outflows. Money Market Funds pushed out $9.4 billion; continuing their roller-coaster ride as they experienced $16.8 billion of inflows last week.

Lipper Weekly U.S. Fund Flows Video Series - April 27, 2011

Published on 29 Apr 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended April 27, 2011. Overall the conventional U.S. mutual fund business experienced inflows of $16.7 billion. Investors confidence in equity mutual funds slowed as the group posted weekly inflows of only $547 million. Interest in Taxable Bond funds remained strong as they added $2.3 billion to their accounts. Money Market funds bounced back from last week's outflows, adding back roughly $14.4 billion in assets.

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 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 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.

A Review on Euro Stoxx 50 ETFs

Published on 21 Sep 2010, by Detlef Glow

Plain vanilla Euro Stoxx 50 ETFs play a dominate role in the European ETF market, as they are one of largest peer groups by assets under management. For this reason, Lipper analyzed this segment of the European ETF market and will publish a research study on September 16th. Within this 20 minutes presentation we will give an unique overview on the Euro Stoxx 50 ETFs, which are available to investors in Europe. We will present results of our analysis on: - Development of the assets under management (AUM), - Fees and expenses, - Relative performance, - Correlation, - Tracking error, - On-exchange turnover and - Spreads

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.

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