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LIPPER WEEKLY U.S.FUND FLOWS VIDEO SERIES - SEPTEMBER 5, 2012

Published on 07 Sep 2012, by Tom Roseen
Tom Roseen discusses Lipper's U.S. weekly fund flows. For the first week in three equity ETFs suffered net redemptions, handing back some $5.9 billion. Just one fund accounted for the majority of the outflows: SPDR S&P 500 ETF (-$6.0 billion). Excluding ETFs, for the fourth week in a row equity funds witnessed net redemptions (-$0.9 billion) as domestic equity funds suffered just a little under $1.0 billion in net redemptions and nondomestic equity funds took in a little less than $99 million. Investors took their foot off the gas pedal in the risk-on fixed income space, injecting just $60 million into corporate high yield debt funds. However, conventional mutual fund investors, in their continued pursuit of yield, padded the coffers of Lipper’s Corporate Investment-Grade Debt Funds (+$738 million) and Flexible Income Funds (+$262 million) classifications. For the twenty-first consecutive week municipal debt funds (ex-ETFs) experienced net inflows, $0.2 billion this time.

LIPPER WEEKLY U.S.FUND FLOWS VIDEO SERIES - AUGUST 29, 2012

Published on 31 Aug 2012, by Matthew Lemieux
With the dog days of summer upon us many investors focused their attention away from the anemic markets and towards the potential fallout of both hurricane Isaac and the Republican National Convention. But despite this there was some optimistic data released on the current state of the economy. July GDP was revised upwards to 1.7%, home prices continued to strengthen, and consumer spending increased for the first time in three months. Combined with relatively quite news overseas and anticipated action from the Fed, investors injected $5.8 billion into mutual funds and ETFs—excluding money markets.

Lipper Weekly U.S. Fund Flows Video Series - August 22, 2012

Published on 24 Aug 2012, by Jeff Tjornehoj
Equity fund investors were net redeemers for the fourth week in the past five, withdrawing $1.52 billion for the week ended August 22, 2012. Within the style boxes, investors were net sellers of the large- and small-cap value strategies and net buyers of the large- and small-cap growth strategies. Taxable bond funds had $3.15 billion in net sales for the week, bringing their year-to-date total to $162.2 billion—which would be their third highest annual total, with over four months still remaining in the year. Municipal debt funds took in an estimated $450 million for the week, and they are now enjoying their highest AUM ever at nearly $563 billion. Money market funds saw $1.90 billion in net flows in a quiet week for them.

LIPPER WEEKLY U.S.FUND FLOWS VIDEO SERIES - AUGUST 15, 2012

Published on 17 Aug 2012, by Tom Roseen
Despite the sluggishness in the market, investors were net purchasers of fund assets and injected $11.2 billion into the funds business (including open-end funds and ETFs). However, as one might expect given the uncertainty of the equity market, equity funds witnessed $6.3 billion in net redemptions, while money market funds (+$13.5 billion), taxable bond funds (+$3.0 billion), and municipal bond funds (+$1.0 billion) experienced net inflows. For the second consecutive week equity ETFs suffered net redemptions and handed back some $4.4 billion. Just two funds accounted for the majority of outflows: the SPDR S&P 500 ETF (-$3.1 billion) and the iShares Russell 2000 Index (-$1.0 billion). Excluding ETFs, for the third week in four equity funds witnessed net redemptions (-$1.8 billion) as domestic equity funds suffered $2.0 billion in net redemptions and non-domestic equity funds took in a little less than $150 million. Investors’ predilection for dividend paying mutual funds (ex-ETFs) continued, as equity income funds attracted $159 million and real estate funds took in $122 million. Despite declining yields and ignoring the quasi-flight to safety toward week end, open-end fund investors injected $1.2 billion into corporate investment-grade debt funds, $464 million into corporate high-yield debt funds, and $360 million into government/mortgage funds. For the 18th consecutive week, municipal debt funds experienced net inflows, this time for $0.9 billion.Tom Roseen discusses Lipper's U.S. weekly fund flows.

LIPPER WEEKLY U.S.FUND FLOWS VIDEO SERIES - AUGUST 8, 2012

Published on 10 Aug 2012, by Matthew Lemieux
Despite a positive movement in the markets equity mutual funds and ETFs reported net redemptions of $4.1 billion, continuing their roller coaster ride over the past eight weeks. Once again SPDR S&P 500 (SPY) had a heavy influence over the aggregate numbers pushing out roughly $3.9 billion of the total. Equity mutual funds were able to eke out a net inflow of $133 million and although relatively flat it was a large improvement over the roughly $5 billion in net redemptions experienced over the previous two weeks. Taxable bond funds posted their fifth consecutive week of inflows at $5.2 billion as investors continued to allocate cash to both corporate investment grade (+$1.6 billion) and high yield (+$809 million) products. Municipal bond funds also ended the period strongly with net inflows of $1.1 billion—the group’s seventeenth week of consecutive inflows. Money markets ended the week with net sales of $11.9 billion.

Lipper Weekly U.S. Fund Flows Video Series - August 1, 2012

Published on 03 Aug 2012, by Jeff Tjornehoj
Despite a week of performance that included seeing the Dow touch 13,000 for the first time since early May, equity mutual fund investors were sellers, yanking about $3.0 billion from their accounts. Much of the outflows were from their core holdings, large-cap funds, which saw $1.9 billion pulled away. Taxable bond fund investors were net investors but could only muster $1.4 billion this week, down from +$2.6 billion the week before. The top draw was again U.S. Mortgage Funds (+$572 million) of which DoubleLine Total Return Fund accounted for about $519 million in net new money. Like taxable bond fund investors, muni debt fund investors also eased off the accelerator this week and bought up about $480 million in muni funds, down from $750 million a week ago. In the short-term space, money market funds had net withdrawals of $4.4 billion, most of which was due to institutional investor activity.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES – JULY 25, 2012

Published on 27 Jul 2012, by Tom Roseen
Tom Roseen discusses Lipper's U.S. weekly fund flows in the following podcast. For the first week in three, equity funds, excluding ETFs, witnessed net redemptions, losing $2.1 billion, with domestic equity funds suffering $1.9 billion in net redemptions and non-domestic equity funds handing back a little more than $140 million (their first net redemptions in 17 weeks). Dividend paying mutual funds (ex-ETFs) attracted net new money, with equity income funds drawing $233 million and real estate funds taking in $103 million. Despite declining yields and ignoring the quasi-flight to safety toward week end, open-end fund investors injected $1.4 billion into corporate high-yield debt funds and $911 million into corporate investment-grade debt funds. For the fifteenth consecutive week, municipal debt funds experienced net inflows, taking in $0.8 million to their coffers.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES – JULY 18, 2012

Published on 23 Jul 2012, by Matthew Lemieux
Overall, equity markets faired quite well this week as news over previous concerns in the Eurozone was quite muted and earnings were generally good among the tech giants and most U.S. banks. Investors took this in stride as U.S. markets ended the week up and investors injected roughly $6.1 billion into equity products. Although a large number, most of the inflows were once again attributed to SPDR S&P 500 Index ETF (SPY) which added 2.2 billion to its coffers. Taxable bond funds continue to garner assets as the group added $2.8 billion for the week. Although Corp-High Yield posted inflows of $821 million, most investors remained comfortable allocating cash to higher quality paper with Corp-Investment Grade products reporting net inflows of $1.1 billion. Municipal debt funds also posted net inflows at $837 million while money market accounts gave back $18.7 billion of their previous weeks inflows.

Lipper Weekly U.S. Fund Flows Video Series - July 11, 2012

Published on 13 Jul 2012, by Jeff Tjornehoj
Equity mutual funds pulled in a little money from investors this week, reversing a three week outflow slide; all told, they took in about $450 million. Surprisingly, domestic equity funds accounted for most of the inflow total, about $445 million. Domestic equity ETF investors saw things differently, though, as they pulled a net $2.2 billion from their investments. Taxable bond funds had another solid week of inflows, this time for $3.0 billion; High Yield accounted for over $1.1 billion of the total. Municipal debt funds kept the inflows chugging along with another $670 million going their way. Money market funds had their best week of inflows since early-December 2011 with $22.5 billion added.

Lipper Weekly U.S. Fund Flows Video Series - July 4, 2012

Published on 05 Jul 2012, by Matthew Lemieux
Despite the ever increasing concern over global economic conditions, investors closed the quarter out strongly with all major U.S. equity indices ending June with monthly returns well over 3.5%. Overall, mutual funds and ETFs reported net inflows of $3.2 billion for the week with Equity products garnering an impressive $10.3 billion—their largest weekly gain since September 14, 2011. Unfortunately this action did not seem to be a broad indicator of market sentiment as roughly $7.0 billion was solely attributed to what seems to be large institutional moves into the SPDR S&P 500 ETF (SPY). Taxable Bond funds ended the period with net outflows of just $100 million. Although fixed income mutual funds (+$1.3 billion) continued to keep investors attention, their ETF counterparts suffered net redemptions of $1.4 billion with investors moving out of shorter term treasury products—a possible side effect of both the continuation of Operation Twist as well as initial reports of positive moves toward new policies in the Eurozone. Municipal Bond funds posted their twelfth consecutive week of inflows at $317 million while Money Market products pushed $7.4 billion out their doors.

Lipper Weekly U.S. Fund Flows Video Series - June 27, 2012

Published on 29 Jun 2012, by Jeff Tjornehoj
Though the dog days of summer aren’t quite upon us, mutual fund investor activity is already weary as equity fund investors made estimated net redemptions of just $129 million for the week ended June 27, 2012. Large-Cap Value Funds showed the most outflows among all equity groups with $563 million pulled from them while activity within Multi-Cap Growth Funds picked up as investors moved about $460 million into them. On the taxable bond funds side it was another good week for High Yield Funds (+$716 million) and U.S. Mortgage Funds (+$309 million) while investors pulled back from the popular Intermediate Investment Grade Debt Funds group (-$311 million). Muni bond fund investors still like what they see and chipped in another $587 million this week while money market funds saw about $7.1 billion in net inflows.

Lipper Weekly U.S. Fund Flows Video Series - June 20, 2012

Published on 25 Jun 2012, by Jeff Tjornehoj
Jeff Tjornehoj discusses trends and events in this week's flows data.

Lipper Weekly U.S. Fund Flows Video Series - June 13, 2012

Published on 15 Jun 2012, by Tom Roseen
After sealing the best week of the year for the Dow Jones Industrial Average (up 3.6%) on Friday, markets continued their erratic behaviour. Investors cheered the decision by China to cut its interest rates in order to prop up its economy along with the news that first-time filers for jobless benefits in the U.S. declined to 377,000. However, the reality of Spain asking European officials for rescue funds for its troubled banking sector along with Greece's upcoming elections placed a pall over the market. Investors were net redeemers, removing $391 million from the fund business (including open-end funds and ETFs) for the week ended Wednesday, June 13, 2012. However, the entirety of net outflows were from money market funds (-$11.7 billion), while equity funds took in $9.8 billion, taxable bond fund coffers attracted $1.1 billion in net new money, and municipal debt funds attracted $0.4 billion. Tom Roseen discusses Lipper's U.S. weekly fund flows.

Lipper Weekly U.S. Fund Flows Video Series - June 6, 2012

Published on 08 Jun 2012, by Matthew Lemieux
Despite an upward correction towards the end of the week, investors were once again on their heels as lackluster unemployment data and a downward revision of Q1 GDP put the pace of the U.S. recovery in question. News from overseas continued to deteriorate as all eyes were on Spanish banks after their treasury minister warned they may soon be shut out of the market. Overall, investors felt comfortable as net sellers, pulling roughly $8.0 billion from U.S. mutual funds and ETFs.

Lipper Weekly U.S. Fund Flows Video Series - May 30, 2012

Published on 01 Jun 2012, by Tom Roseen
Tom Roseen discusses Lipper's U.S. weekly fund flows. Despite Greece's on-again/off-again news about acceptance of austerity measures, bail out discussions for one of Spain's largest lenders--Bankia S.A., declining Treasury yields from a flight to safety by investors, and a shortened trading week because of observance of the Memorial Day Holiday in the U.S., investors were net purchasers of funds assets, injecting a net-$12.2 billion into open-end funds and ETFs for the week ended Wednesday, May 30, 2012. Even though many investors remained on the sidelines ahead of the holiday, equity funds took in $3.4 billion, money market funds attracted $6.4 billion, taxable bond funds garnered $1.9 billion in net new money, and municipal debt funds, attracted $0.4 billion.

Lipper Weekly U.S. Fund Flows Video Series - May 23, 2012

Published on 25 May 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews flows data from the mutual fund and ETF markets. Equity mutual funds shed about $2.4 billion, taxable bond funds saw about $1.3 billion walk out the door, municipal debt funds continued to attract investors with $500 million in net new money, and money market funds were ignored with virtually zero dollars moving in or out of them on a net basis.

Lipper Weekly U.S. Fund Flows Video Series - May 16, 2012

Published on 18 May 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 16, 2012. U.S. markets continued to reel as Eurozone concerns were once again at the forefront of investors’ minds. Paired with natural May selling pressures equity investors continued to be net redeemers for the week ending May 16, 2012. Despite $2.6 billion in net outflows from equity mutual funds and ETFs, investors continued to allocate cash to fixed income products and kept overall fund flows—ex-money markets—in the positive at $1.3 billion.

Lipper Weekly U.S. Fund Flows Video Series - May 9, 2012

Published on 11 May 2012, by Tom Roseen
Tom Roseen discusses Lipper's U.S. weekly fund flows. During the week the Dow Jones Industrial Average suffered its longest consecutive losing streak (eight days) since August 2, 2011, as investors contemplated Spain's partial nationalization of its fourth largest lender, Greece's struggle to form a coalition government after citizens rejected pro-austerity candidates throughout Europe, and April payroll figures disappointed, climbing just 115,000 verses an expected 163,000. However, Investors padded the coffers of the fund industry (including ETFs and open-end funds), injecting a net $3.4 billion for the week ended Wednesday, May 9, 2012. Conservative asset classes were the recipients of investors' cash, with money market funds attracting $4.4 billion (its first inflow in 11 weeks), taxable bond funds taking in $4.6 billion, and municipal debt funds, for the third consecutive week, drawing in $0.9 billion, while equity funds suffered $6.5 billion in net redemptions.

Lipper Weekly U.S. Fund Flows Video Series - May 2, 2012

Published on 04 May 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended May 2, 2012. With generally negative economic news hitting the wire, it was quite surprising equity markets fared as well as they did. The tone was set in the U.S. with a lower than expected Q1 GDP result of 2.2%. That paired with the downgrade of Spanish debt and an increasing number of Eurozone countries falling into recession seemed to set the stage for redemptions in the fund space. Surprisingly, like the markets themselves, mutual funds—excluding money market products—kept investor’s interest as they reported net inflows of $2.9 billion for the week.

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

Published on 27 Apr 2012, by Jeff Tjornehoj
Jeff Tjornehoj discusses flows in the mutual funds and ETF industries this week.

Lipper Weekly U.S. Fund Flows Video Series - April 18, 2012

Published on 20 Apr 2012, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended April 18, 2012. Ahead of the April 17 tax filing deadline, investors were net redeemers of fund assets (including ETFs), redeeming a net $2.3 billion for the week ended April 18, 2012. However, excluding money market funds redemptions (-$8.0 billion, their eight consecutive week of outflows), investors appeared to shrug off disappointing growth rate figures from China, a drop in consumer sentiment in April, and hints of rising borrowing costs for Spain, redeeming just $0.2 billion from equity funds, while padding the coffers of taxable bonds funds (+$5.7 billion) and municipal bond funds (+$0.2 billion).

Lipper Weekly U.S. Fund Flows Video Series - March 28, 2012

Published on 30 Mar 2012, by Tom Roseen
After a spectacular run for the first quarter (with returns for the major indices ranging between 8.13% and 19.19%), investors pulled back slightly after hearing new home sales dipped 1.6% in February and global manufacturing data was weaker than expected, despite learning that jobless benefits declined to a four-year low last week. Many analysts believe the market is just taking a breather, and investors are taking some of their hard won profits off the table for spring break. Investors were net redeemers of fund assets for the week ended March 28, 2012, pulling out $10.0 billion from the funds business, including exchange-traded funds. Investors redeemed a net $2.6 billion from equity funds, while padding the coffers of taxable fixed income funds (+$4.4 billion) and tax-exempt bond funds (+$0.4 billion). However, for the fifth consecutive week, money market funds witnessed net outflows of $12.2 billion.

Lipper Weekly U.S. Fund Flows Video Series - March 21, 2012

Published on 23 Mar 2012, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 21, 2012. Despite a strong Q1 rally, U.S. market indices began to show signs of slowing as the week came to a close. Although partially due to quarter-end window dressing, concerns stemming from higher domestic energy prices and economic data out of Europe and China were in the forefront of investor’s minds. Overall, the conventional mutual fund business experienced net outflows of $12.7 billion as corporate tax liabilities pushed institutions to pull roughly $17 billion out of money market funds. Equity funds(+$700 million) and Taxable Bond funds(+$3.3 billion) both attracted new assets while Municipal Debt funds ended the period flat with net inflows of only $44 million.

Lipper Weekly U.S. Fund Flows Video Series - March 14, 2012

Published on 16 Mar 2012, by Jeff Tjornehoj
Lipper's Jeff Tjornehoj discusses the week's flows trends and surprises.

Lipper Weekly U.S. Fund Flows Video Series - February 29, 2012

Published on 02 Mar 2012, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended February 29, 2012. Despite lacklustre volume, investors were finally able to hold the Dow above 13,000 on Tuesday as the perception of the U.S. economy continued to improve. Although the index ended the week back below the coveted mark, mutual fund and ETFs investor seemed to share in the optimism as they injected $3.8 billion into the fund business. Overall, equity funds drew the majority of interest with net inflows of $7.5 billion. ETFs accounted for all the positive feelings as they posted gains of $7.7 billion—a stark comparison to their mutual fund brethren who continued to struggle with weekly outflows of $260 million. Taxable bond funds boasted their eleventh week of inflows with $3.0 billion as investors were once again split between investment grade funds (+$970 million) and High Yield (+$565 million) offerings. Municipal bond funds (+$357 million) posted net inflows for the week while money market funds pushed roughly $7.1 billion out their doors. Alternative asset classes also fared well as precious metal commodity funds drew in nearly $1.0 billion for the week—their largest weekly inflow since November 23, 2011.
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