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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 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.

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 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 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 2010 Third Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Tom Roseen
A late-summer rally catapulted equity funds to their best gain (+12.52%) in five quarters and their strongest September return (+9.63%) since at least 1959. 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 Latin American Funds (+25.93%), Diversified Leverage Funds (+22.61%), and International Real Estate Funds (+22.60%) classifications. Tom highlights Q3 trends and provides his outlook in this WebEx presentation.

Lipper Equity Fund Market Insight - July 2010

Published on 03 Aug 2010, by Tom Roseen
For July, equity mutual funds posted their best one-month return (+6.90%) in 13 months. Tom highlights investment trends in the equity funds universe.

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.

Lipper FMI Weekly U.S. Flows - May 26, 2010

Published on 28 May 2010, by Matthew Lemieux
Matthew Lemieux reviews U.S. Lipper FMI weekly fund flows for the week ended May 26, 2010

Lipper FMI Weekly U.S. Flows - May 5, 2010

Published on 07 May 2010, by Matthew Lemieux
Matthew Lemieux reviews U.S. Lipper FMI weekly fund flows for the week ended May 5, 2010

Lipper FMI FundFlash Europe - February 2010

Published on 17 Feb 2010, by Ed Moisson
Monthly newsletter on European fund flows trends

Lipper FMI FundFlash Europe - January 2010

Published on 22 Jan 2010, by Ed Moisson
Monthly newsletter on European fund flows trends

Special Topic: A Means of Mitigating Fund Losses in Turbulent Markets

Published on 13 Jan 2009, by Tom Roseen
In 2008 equity funds posted their worst one-year return (-39.54%) in Lipper’s database, which began in 1959. For this paper we compared and contrasted returns of open-end mutual funds screened on Lipper’s three-year Preservation rating to see if higher-rated funds (those with ratings of 4 or 5) mitigated losses better than lower-rated funds (those with ratings of 1 or 2) during this very volatile market period.
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