Tagged

Lipper Weekly U.S. Fund Flows Video Series - January 25, 2012

Published on 27 Jan 2012, by Tom Roseen
The Market cheered the news that the Fed planned to keep interest rates low through late 2014 and that better-than-expected earnings and guidance was reported from the likes of Apple, IBM, and Microsoft. Investors injected $7.7 billion into equity funds (including ETFs), $6.2 billion into fixed income funds (the largest weekly inflows since November 2009), and $0.5 billion into tax-exempt bond funds for the week ended January 25, 2012. However, money market fund outflows of $19.2 billion overwhelmed the inflows of the other macro-groups, leaving investors net redeemers of fund assets to the tune of $4.8 billion. Equity ETFs accounted for $6.6 billion of the net new money for the week, while open-end equity funds (+$1.1 billion) experienced their third consecutive week of inflows, with the four-week moving average returning to the black (+$0.3 billion) for the first week since September 7, 2011--a signal that investor interest in equity funds is gaining momentum.

Lipper Fourth Quarter 2011 Equity Funds WebEx Replay

Published on 11 Jan 2012, by Tom Roseen
Tom Roseen reviews equity mutual fund performance trends for Q4 2011 and provides a summary for 2011 along with his outlook for Q1 2012 in this WebEx replay.

Lipper Weekly U.S. Fund Flows Video Series - January 4, 2011

Published on 06 Jan 2012, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 4, 2012. After a quiet end to 2011 the first day of the New Year brought optimism to the markets with global manufacturing data showing positive signs of life. Unfortunately the mood did not translate into positive flows as mutual fund and ETF investors were net redeemers of roughly $3.1 billion. Equity funds accounted for half of all outflows, giving back $2.7 billion for the week. ETFs accounted for the most activity as the iShares MSCI EAFE Index ETF (EFA) drew in roughly $513 million and the SPDR S&P 500 Index ETF (SPY) posted net outflows of $1.1 billion. Taxable bond funds (+$1.7 billion) extended their inflow streak to three weeks, with investors continuing to show preference for quality over risk. Corporate investment grade bond funds attracted $1.1 billion in net new assets while mortgage funds followed suit with $257 million. Money market funds recorded their second consecutive week of outflows with $2.6 billion in net redemptions. Despite strong inflows for November and December the group ended the year down with approximately $146.3 billion in outflows. Lastly, municipal bond funds continued to draw assets with $523 million, ending 2011 with inflows for 16 of the past 18 weeks.

Lipper Weekly U.S. Fund Flows Video Series - December 14, 2011

Published on 16 Dec 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 14, 2011. Shrugging off a 1.4% gain in the Dow for the week ended December 9 on news that European leaders agreed to closer fiscal ties, investors scrambled for cover, redeeming a net $7.28 billion from the fund universe (including ETFs) for the week ended December 14, 2011, on continued doubts of a speedy resolution to the lingering European debt crisis and after the Federal Reserve left rates unchanged and signaled it would not be implementing another round of quantitative easing. Equity funds saw a net $8.2 billion in net redemption for the week; however, the majority of redemptions came from one fund, The SPDR S&P 500 ETF (SPY), which saw net redemptions of $7.3 billion. Equity funds, including ETFs, witnessed their third week of net outflows in four; however, ex-ETFs saw their sixth consecutive week of outflows (-$1.6 billion). Interestingly, and as a direct result of investors search for yield, Equity Income Funds witnessed their thirty-first week of net inflows, attracting $962 million during the week. Investors withdrew $0.7 billion from taxable fixed income funds, while padding the coffers of municipal bond funds and money market funds, to the tune of $0.5 billion and $1.0 billion, respectively.

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

Published on 09 Dec 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 7, 2011. Despite strong market performance and better-than-expected November nonfarm payroll numbers reported during the week, investors took risk off their portfolios after hearing about on again/off again European debt woes. Money market funds attracted some $25.3 billion in net new money, with institutional money market funds drawing $16.4 billion and taxable bond funds and municipal bond funds attracting $3.4 billion and slightly less than $1.0 billion, respectively. For the week, conventional equity funds (excluding ETFs) experienced net redemptions, with investors removing $4.8 billion from fund coffers.

Lipper Weekly U.S. Fund Flows Video Series - November 16, 2011

Published on 18 Nov 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended November 16, 2011. Despite late-week European debt issues and new concerns about U.S. banks, mutual fund investors injected a net $10.0 billion into mutual funds--including ETFs--for the week ended November 16. Earlier in the week, investors cheered better-than-expected initial jobless claims, a jump in exports, and a 0.5%-leap in October retail sales and were net purchasers of equity funds, injecting $2.8 billion. Equity funds, including ETFs, witnessed their fifth consecutive week of net inflows; however, ex-ETFs saw their second week of outflows (-$0.2 billion). Interestingly, perhaps as a result of the on again/off again European debt issues, weary investors for the sixth consecutive week injected some $2.8 billion into taxable fixed income funds and for the second week in a row padded the coffers of money market funds to the tune of $2.9 billion. Municipal bond funds witnessed their sixth consecutive week of net inflows, taking in about $493 million.

Lipper Weekly U.S. Fund Flows Video Series - October 12, 2011

Published on 14 Oct 2011, by Tom Roseen
After finishing up a sixth winning session in seven on Wednesday for the S&P 500, it was somewhat surprising to see mutual fund investors withdraw a net $2.6 billion from mutual funds--excluding ETFs--for the week ended October 12. Investors appeared to shrug off a better-than-expected nonfarm payroll report, a surge in equity indices, and a sixth round of loans for flailing Greece, and were net redeemers of equity funds, pulling out $3.1 billion. Despite finishing the week up 6.34%, equity funds suffered their fifth consecutive week of outflows. Interestingly, despite a decline in Treasury prices and a jump in yields because of a lackluster sale of the 3-year note on Tuesday, weary investors injected some $2.6 billion into taxable fixed income funds for the first week in three, while pulling out $2.2 billion from money market funds--their first week of net redemptions in three. Municipal bond funds witnessed their fifth week in six of net inflows, taking in about $52 million.

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.

Lipper Weekly U.S. Fund Flows Video Series - September 21, 2011

Published on 23 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended September 21, 2011. Investors redeemed $14.3 billion from the conventional fund business for the week ended September 21, 2011, after the Fed showed its concern for slowing economic growth and Standard & Poor's downgraded a few Italian banks. Ironically, flows into nondomestic equity funds remained on the plus side, while domestic equity funds experienced outflows. The lion's share of net redemptions came from money market funds during the week.

Thomson Reuters 401(k) Savings Plan Tutorial: Deciphering Lipper Fund Fact Sheets

Published on 22 Sep 2011, by Tom Roseen
Head of Lipper Research Services, Tom Roseen, provides a Thomson Reuters 401(k) Savings Plan tutorial on how to use Lipper Fund Fact Sheets to evaluate and follow the funds offered in your 401(k) plan.

Lipper Weekly U.S. Fund Flows Video Series - August 31, 2011

Published on 02 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 31, 2011. On the back of a four-day market rally, investors injected a net $14.1 billion into the funds business for the week ended August 31, 2011. Equity funds (including exchange traded funds [ETFs]) attracted their largest net inflows (+$6.3 billion) since May 4, 2011; however, ETF inflows accounted for the majority of net new money. Investors added a net $1.1 billion to the coffers of conventional equity funds (ex-ETFs), with Equity Income Funds taking in $0.9 billion. For the second consecutive week, taxable bond funds took in net money, attracting $1.8 billion, while municipal debt funds witnessed their sixth consecutive week of outflows (-$282 million), despite posting positive returns for the week.

Lipper Weekly U.S. Fund Flows Video Series - August 10, 2011

Published on 12 Aug 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 10, 2011. Despite earning next to nothing in yields, shell-shocked investors injected a net $47.5 billion into money market funds for the week ended August 10, 2011, the largest weekly net inflow since January 2009. In an effort to stem the bleeding from the recent market freefall, investors took risk off their portfolios, redeeming $14.4 billion from equity funds (including exchange traded products) and $6.9 billion from fixed income funds (their second consecutive week of outflows and largest since the week ended August 10, 2008). Shrugging off the recent downgrade of U.S. sovereign debt, investors injected some $749 million into U.S. Treasury funds, their largest net inflows since June 30, 2010, while high current yield funds and bank loan funds experienced significant redemptions. A few brave investors putting money back to work injected net flows into equity income funds (+$0.3 billion), commodity precious metals funds (+$1.6 billion), and international and global debt funds (+$0.2 billion).

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

Published on 29 Jul 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended July 27, 2011. Despite learning about a slew of strong earnings reports and optimistic second-half guidance, the European Council’s agreement to support Greece, and improved consumer confidence, mutual fund investors remained rattled by the U.S. Congress debt ceiling stalemate and pulled a net $33.8 billion from the conventional mutual funds business--excluding ETFs--for the week ended July 27.

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 Weekly U.S. Fund Flows Video Series - June 22, 2011

Published on 23 Jun 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended June 22, 2011. Despite a decline in oil future prices (lowest since mid February), the Dow breaking a six-week losing streak, and May leading economic indicators coming in stronger than expected, investors withdrew a net $7.1 billion from the conventional fund business—excluding ETFs—for the week ended June 22. In particular equity funds saw $1.2 billion fly out their coffers, handing back money for the fifth week in a row. On the fixed income side, both taxable bond funds (+$0.7 billion) and municipal debt funds (+$0.1 billion, only its second week of inflows in 32) witnessed net inflows. Continuing on their erratic ways, money market funds witnessed $6.8 billion in net redemptions during the week.

Lipper Weekly U.S. Fund Flows Video Series - June 1, 2011

Published on 03 Jun 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended June 1, 2011. Witnessing the Dow's worst one-day drop since June 2010 during the week, signs of the global economy losing its momentum, and the ISM manufacturing gauge experiencing its largest one-month drop since 1984, equity investors redeemed just a little less under $100 million, while taxable fixed income investors injected some $1.4 billion into the conventional funds business (exclusive of ETFs) for the week. And despite their ninth consecutive week of plus-side performance, municipal debt funds witnessed their 29th consecutive week of outflows, handing back some $0.5 billion.

Lipper Weekly U.S. Fund Flows Video Series - May 4, 2011

Published on 06 May 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended May 4, 2011. Despite three consecutive days of market declines, lower-than-expected ISM manufacturing and nonmanufacturing numbers, and a few poor earnings reports, the conventional mutual fund industry attracted some $2.4 billion in net new money. Investors appeared to focus more on stronger durable goods orders and the favorable earnings reports, injecting some $1.3 billion into equity funds and $3.7 billion into fixed income funds, while being net redeemers from municipal debt funds, which experienced their 25th week of outflows.

Lipper Weekly U.S. Fund Flows Video Series - April 13, 2011

Published on 15 Apr 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended April 13, 2011. Despite continued geopolitical concerns and the escalating nuclear crisis in Japan, the mutual fund industry attracted some $10.8 billion in net new money. Investors appeared to shrug off the potential impasse between Republicans and Democrats concerning a government shut down last week and instead focused their attention on the upcoming earnings reporting season. Despite a disappointing revenue growth report from bellwether Alcoa, investors still injected $1.3 billion into equity funds.

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 Weekly U.S. Fund Flows Video Series - March 23, 2011

Published on 28 Mar 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended March 23, 2011. Despite stronger equity performance, sticky oil prices and looming concerns over the crisis in Japan kept investors on the defensive, withdrawing a net $2.4 billion from equity funds, as taxable bond funds witnessed their 14th consecutive week of net inflows.

Lipper Weekly U.S. Fund Flows Video Series - March 2, 2011

Published on 04 Mar 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended March 2, 2011. For the week, municipal debt funds (-$1.0 billion) witnessed their sixteenth consecutive week of outflows, while both equity and fixed income funds continued to attract net new money.

Lipper Weekly U.S. Fund Flows Video Series - February 2, 2011

Published on 04 Feb 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended February 2, 2011. For the week, municipal debt funds (-$1.0 billion) witnessed their twelfth consecutive week of outflows, while investors continued to allocate their money to riskier assets.

Lipper Weekly U.S. Fund Flows Video Series - January 12, 2011

Published on 14 Jan 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 12, 2011. For the week, municipal debt funds (-$1.5 billion) witnessed their ninth consecutive week of outflows, while investors shifted their focus toward domestic equity funds.

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 FMI Weekly U.S. Flows - December 1, 2010

Published on 03 Dec 2010, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 1, 2010.
1 2 3