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Lipper Equity Fund Market Insight - January 2009 (MP3 file)

Published on 31 Jan 2009, by Tom Roseen
After a one-month reprieve in December, equity funds were hammered once again in January (losing 7.57% of their value for the month). The DJIA and S and P 500 Index posted their worst January returns on record. Tom reviews recent developments and their impact on equity funds.

Lipper Fixed Income Fund Market Insight - January 2009 (MP3 file)

Published on 31 Jan 2009, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, reflects on recent bond fund performance and trends at the start of 2009.

Lipper Equity Fund Market Insight - November 2008 (MP3 file)

Published on 30 Nov 2008, by Tom Roseen
Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 points or 17%. Tom reviews recent developments and their impact on equity funds.

Lipper Equity Fund Market Insight - October 2008 (MP3 file)

Published on 31 Oct 2008, by Tom Roseen
Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent developments and their impact on equity funds.

Lipper Equity Fund Market Insight - August 2008 (MP3 file)

Published on 31 Aug 2008, by Tom Roseen
Equity funds continued on their downward trek for the third consecutive month as World Equity Funds took it on the chin, dragging down the group average. Domestic equity funds on the other hand posted plus-side returns for the third month in four. Tom reviews recent developments and their impact on equity funds.

Lipper Fixed Income Fund Market Insight - August 2008 (MP3 file)

Published on 31 Aug 2008, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, highlights the performance of bond funds in August.

Lipper Equity Fund Market Insight - May 2008 (MP3 file)

Published on 31 May 2008, by Tom Roseen
US equity mutual funds managed to remain in 'the black' for a second straight month after crude oil and other commodity prices pulled back slightly in the last week of May. Listen to Tom's monthly analysis of equity fund performance.

Lipper Fixed Income Fund Market Insight - May 2008 (MP3 file)

Published on 31 May 2008, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, talks about the performance of bond funds in May.

Lipper Equity Fund Market Insight - April 2008 (MP3 file)

Published on 30 Apr 2008, by Tom Roseen
Equity mutual funds pulled out of their 5-month tailspin in April. In all 98% of equity and mixed equity funds posted plus-side returns. Tom provides insight into how recent events have contributed to this month's turn around.

Lipper Fixed Income Fund Market Insight - April 2008 (MP3 file)

Published on 30 Apr 2008, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, talks about the performance of bond funds in April.

Lipper Equity Fund Market Insight - February 2008 (MP3 file)

Published on 29 Feb 2008, by Tom Roseen
Equity mutual funds declined for a fourth straight month in Febuary as markets continue to be plagued by uncertainty over the US economy. However, 18 Lipper Classifications chalked up plus side returns so there are still a few pearls to be found.

Lipper Equity Fund Market Insight - Janaury 2008 (MP3 file)

Published on 31 Jan 2008, by Tom Roseen
Listen to Lipper senior research analyst Tom Roseen's take on equity funds' performance in January.

Lipper Fixed Income Fund Market Insight - January 2008 (MP3 file)

Published on 31 Jan 2008, by Jeff Tjornehoj
Listen to Lipper senior research analyst Jeff Tjornehoj's views on bond funds' performance in January.

Lipper Equity Fund Market Insight - November 2007 (MP3 file)

Published on 30 Nov 2007, by Tom Roseen
Lipper senior research analyst Tom Roseen highlights the sources of equity funds' performance for the month of November.

Lipper Fixed Income Fund Market Insight - November 2007 (MP3 file)

Published on 30 Nov 2007, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper senior research analyst, contemplates the recent performance of fixed income mutual funds.

Lipper Equity Fund Market Insight - October 2007 (MP3 file)

Published on 31 Oct 2007, by Tom Roseen
Lipper senior research analyst Tom Roseen discusses the relatively strong market performance despite large mid-month declines during the month of October.

Lipper Fixed Income Fund Market Insight - Ocotber 2007 (MP3 file)

Published on 31 Oct 2007, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper senior research analyst, reflects on the monthly performance of Fixed Income mutual funds.

Lipper Fixed Income Fund Market Insight - August 2007 (MP3 file)

Published on 31 Aug 2007, by Jeff Tjornehoj
Jeff Tjornehoj, Lipper's Research Manager for the U.S. and Canada, highlights the performance of bond funds in August.

Lipper Equity Fund Market Insight - July 2007 (MP3 file)

Published on 31 Jul 2007, by Tom Roseen
Equity funds turned south for the second consecutive month as increasing import costs and crude oil prices continued to weigh on the market. In spite of these factors, slight improvements were seen toward the end of July. Tom reviews recent developments and their impact on equity funds.

Lipper Fixed Income Fund Market Insight - July 2007 (MP3 file)

Published on 31 Jul 2007, by Jeff Tjornehoj
With a few notable exceptions--High Yield Funds in particular--bond funds rebounded well following June's sell off. Senior Research Analyst Jeff Tjornehoj examines the factors behind the move.

Lipper Equity Fund Market Insight - May 2007 (MP3 file)

Published on 31 May 2007, by Tom Roseen
Merger mania along with a good earnings season kept equity funds in the race for the month of May. Funds continued their third straight month of positive performance. Hear the details on Lipper's latest audiocast.

Lipper Fixed Income Fund Market Insight - May 2007 (MP3 file)

Published on 31 May 2007, by Jeff Tjornehoj
Although 30 percent of taxable funds made money in May for all but a few the returns were fairly small. Bonds had a tough time for a number of reasons which are covered in this audiocast.

Special Topic: Assessing the Impact of Taxes on Shareholders' Returns (MP3 file)

Published on 31 May 2007, by Tom Roseen
In this audio webcast, Lipper Senior Analysts Jeff Tjornehoj and Tom Roseen discuss the tools, background, and benchmarks taxable investors and their advocates can use to better understand the impact Uncle Sam has on shareholder returns and ways to apply those concepts to wring out extra returns from taxable mutual fund portfolios.
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