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Lipper Weekly U.S. Fund Flows Video Series—November 19, 2014

Published on 21 Nov 2014, by Jeff Tjornehoj
For the fund-flows week ended November 20, 2014, the equity markets posted gains, with the S&P 500 climbing 0.57%. Investors were net buyers (+$571 million) of equity fund assets (including mutual funds and exchange-traded funds).

Lipper Weekly U.S. Fund Flows Video Series—November 12, 2014

Published on 14 Nov 2014, by Jeff Tjornehoj
A string of good economic indicators helped send both the S&P 500 and the Dow Jones Industrial Average to record highs this past week. Late in the flows week ended November 12, it was reported that the unemployment rate for October declined from 5.9% to 5.8%—a six-year low. But across the pond, the European Central Bank cut its growth outlook and warned that inflation could rise. Going even further east, the Chinese government reported industrial production grew 7.7% so far this year, far less than the expected 8.0% growth. Jeff discusses the flows activity that followed.

Lipper Weekly U.S. Fund Flows Video Series—October 15, 2014

Published on 17 Oct 2014, by Jeff Tjornehoj
Retail investors pulled money from equity funds, but are those inflows to ETFs truly a sign of bottom-fishing?

Lipper 2014 Q2 Fixed Income Mutual Fund Performance Review Webex Replay

Published on 08 Jul 2014, by Jeff Tjornehoj
Bond markets continued to build off Q1 2014's fast start. Bond fund groups of all stripes did well, ranging from the Inflation-Protected Bond Funds' 3.18% climb and a solid 2.12% return from high yield funds; municipal debt funds (+2.37%) had a fantastic quarter also. Jeff Tjornehoj also talks about issues on the horizon for loan funds as well as his third quarter outlook.

Lipper Weekly U.S. Fund Flows Video Series – May 28, 2014

Published on 30 May 2014, by Jeff Tjornehoj
Jeff Tjornehoj talks about the week's flows activity.

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 Weekly U.S. Fund Flows Video Series – April 2, 2014

Published on 04 Apr 2014, by Jeff Tjornehoj
Lipper's weekly flows video.

Lipper 2013 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Jeff Tjornehoj
Investors turned their backs on high grade and high duration bonds in favor of junk and short duration as the prospect of higher interest rates sent them for cover. Jeff Tjornehoj details the good, the bad, and the ugly performers in this quarter's review of bond funds.

Lipper Weekly U.S. Fund Flows Video Series - October 30, 2013

Published on 01 Nov 2013, by Jeff Tjornehoj
Mutual fund investors tilted their activities toward cash and equity products this week.

Lipper 2013 Q3 New Classification Discussion WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
Jeff tjornehoj discusses the rationale behind the creation of several new Lipper classifications that were unveiled a few weeks ago. He also touches on a couple of suggestions that clients have made and where those stand in development.

Lipper 2013 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
First, it was Larry Summers refusing the Fed chairman role. Then, Bernanke and crew held back on tapering the Fed quantitative easing program. The combined effect of those two incidents would lift bonds and bond funds out of their funk and into a decent end to the quarter. Jeff Tjornehoj details the high points (and a few low ones) in this quarter's review of bond funds performance.

Lipper Weekly U.S. Fund Flows Video Series - September 18, 2013

Published on 20 Sep 2013, by Jeff Tjornehoj
Mutual fund investors made modest additions to their accounts this week, but ETF investors were clearly excited by the Fed's refusal to taper its asset purchases; equity ETFs had net inflows of $15.5 billion.

Lipper 2013 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Jeff Tjornehoj
The worst performance of the Barclays Aggregate index since the throes of the crisis underscored how universally challenged bond fund managers were in Q2 2013. Just one long-only bond classification managed to win a positive total return while many suffered losses of 3% or more. Treasuries, corporates, sovereigns, and munis and more faced considerable headwinds in a "good news is bad news" market.

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 Weekly U.S. Fund Flows Video Series - January 23, 2013

Published on 25 Jan 2013, by Jeff Tjornehoj
Jeff Tjornehoj discusses the flows among mutual funds and ETFs during the last week of December 2012.

Lipper 2012 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Jeff Tjornehoj
Jeff Tjornehoj reviews fourth quarter performance figures for fixed income mutual funds as well as the developments and trends that shaped them.

Lipper Weekly U.S. Fund Flows Video Series - December 5, 2012

Published on 07 Dec 2012, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Head of Americas Research, discusses flows activity for the first week of December.

Lipper Weekly U.S. Fund Flows Video Series - October 24, 2012

Published on 26 Oct 2012, by Jeff Tjornehoj
A rough start to earnings season turned away equity fund investors this past week. Following the previous week’s first positive fund flows in nine weeks, equity fund investors pulled the plug on more additions and instead withdrew $200 million from their accounts for the week ended October 24, 2012. Domestic equity funds bore the brunt of the outflows with $806 million withdrawn, while nondomestic equity funds took in $605 million. Taxable bond funds had one of their better weeks this year, seizing about $3.6 billion. Investors continued to downshift their purchases of junk bond funds; the High Yield group posted inflows of just $86 million, while core-investment choice Corporate Investment-Grade Funds saw inflows of $1.3 billion and weak-dollar play International & Global Debt funds had inflows of about $370 million. Tax-exempt funds had inflows of about $576 million, while money market funds saw outflows of about $3.2 billion.

Lipper 2012 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Oct 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the third quarter performance of fixed income funds. Statements by central bankers Draghi and Bernanke shook up bond markets and focused investors’ attention back on monetary policies and their positive effect on risky assets. Because the dollar fell over the quarter, ex-US fund strategies outperformed and with risk assets back in the driver’s seat lower-quality credits also led the performance charts at the expense of Treasuries and short-duration types.

Lipper 2012 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro.

Lipper Weekly U.S. Fund Flows Video Series - June 20, 2012

Published on 25 Jun 2012, by Jeff Tjornehoj
Jeff Tjornehoj discusses trends and events in this week's flows data.

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 Weekly U.S. Fund Flows Video Series - February 22, 2012

Published on 24 Feb 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended February 22, 2012. Although the Dow closed above 13,000 for the first time since May 2008, confusion (still) surrounding the Greek debt problem prompted equity mutual fund investors to contribute a paltry $1.3 billion this week. Curiously, large-cap growth funds were one of the stronger strategies this week, perhaps indicating a burgeoning appetite for risk taking. Overall, the conventional fund business experienced net inflows of $8.6 billion. Taxable bond funds (+$4.1 billion) continued to gain, particularly high yield products (+$700 million). Investors also looked favorably on municipal offerings as the group posted their twelfth consecutive week of inflows at $800 million. Money market fund investors added $2.4 billion for the week as institutions backed away from government paper.

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 Weekly U.S. Fund Flows Video Series - November 30, 2011

Published on 02 Dec 2011, by Jeff Tjornehoj
Lipper's Jeff Tjornehoj dissects the the funds industry's flows data for this week.
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