Lipper 2014 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 13 Jan 2015, by Jeff Tjornehoj
Jeff Tjornehoj talks about the stunning year Treasuries had, the exceptional volatility loan funds encountered, and the headwinds facings emerging markets. In his outlook he says we can expect more of the same in the quarter ahead.

Lipper 2014 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 13 Jan 2015, by Tom Roseen
Cautious investors were bombarded with mixed news ranging from continued Eurozone weakness, new cases of Ebola in the U.S., and a massive slump in oil prices. However, better-than-expected U.S. economic news and fresh global central bank interventions during fourth quarter 2014 pushed equity funds to their third consecutive year of plus-side performance. Tom highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2014 Fund Performance Review and Outlook.

Lipper 2014 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 08 Jul 2014, by Lipper Staff
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

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 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.