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Lipper 2013 Q4 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 10 Jan 2014, by Lipper Staff
Investors continued to strongly embrace both mutual funds and ETFs in both the fourth quarter and for the full year 2013 with positive net inflows. Barry Fennell details how fund investors favored international equity and select sector equity funds with positive flows while shunning most taxable fixed income and municipal bond products.

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 2013 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Tom Roseen
Despite many uncertainties during the year, investors kept the equity rally rolling. Domestic equity funds (up 32.30% for the year) easily beat their world equity fund (gaining 16.82%) counterparts. 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 2013 Fund Performance Review and Outlook.

Lipper 2012 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jan 2013, by Tom Roseen
In this WebEx replay, Tom Roseen discusses the trends and events that shaped equity fund returns in Q4 and 2012. Despite the persistent market pessimism and the best efforts by our elected officials to derail the economy, fund investors benefitted in 2012 by generally going against the grain and trusting (selectively) in equity funds. For the year the average equity fund returned a robust 14.51%.

Lipper 2010 Fourth Quarter Fund Flows Review WebEx Replay

Published on 07 Jan 2011, by Matthew Lemieux
Although investors continued to shy away from U.S. Diversified offerings, overall inflows for equity mutual funds began to accelerate in the 4th quarter. This was good news as investors of municipal debt funds headed for the door and interest into taxable bond funds began to wane. In this WebEx presentation, Matthew highlights flows trends in the industry for the last quarter of 2010.

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.
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