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Lipper Weekly U.S. Fund Flows Video Series - January 4, 2011

Published on 06 Jan 2012, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 4, 2012. After a quiet end to 2011 the first day of the New Year brought optimism to the markets with global manufacturing data showing positive signs of life. Unfortunately the mood did not translate into positive flows as mutual fund and ETF investors were net redeemers of roughly $3.1 billion. Equity funds accounted for half of all outflows, giving back $2.7 billion for the week. ETFs accounted for the most activity as the iShares MSCI EAFE Index ETF (EFA) drew in roughly $513 million and the SPDR S&P 500 Index ETF (SPY) posted net outflows of $1.1 billion. Taxable bond funds (+$1.7 billion) extended their inflow streak to three weeks, with investors continuing to show preference for quality over risk. Corporate investment grade bond funds attracted $1.1 billion in net new assets while mortgage funds followed suit with $257 million. Money market funds recorded their second consecutive week of outflows with $2.6 billion in net redemptions. Despite strong inflows for November and December the group ended the year down with approximately $146.3 billion in outflows. Lastly, municipal bond funds continued to draw assets with $523 million, ending 2011 with inflows for 16 of the past 18 weeks.

Lipper Weekly U.S. Fund Flows Video Series - December 14, 2011

Published on 16 Dec 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 14, 2011. Shrugging off a 1.4% gain in the Dow for the week ended December 9 on news that European leaders agreed to closer fiscal ties, investors scrambled for cover, redeeming a net $7.28 billion from the fund universe (including ETFs) for the week ended December 14, 2011, on continued doubts of a speedy resolution to the lingering European debt crisis and after the Federal Reserve left rates unchanged and signaled it would not be implementing another round of quantitative easing. Equity funds saw a net $8.2 billion in net redemption for the week; however, the majority of redemptions came from one fund, The SPDR S&P 500 ETF (SPY), which saw net redemptions of $7.3 billion. Equity funds, including ETFs, witnessed their third week of net outflows in four; however, ex-ETFs saw their sixth consecutive week of outflows (-$1.6 billion). Interestingly, and as a direct result of investors search for yield, Equity Income Funds witnessed their thirty-first week of net inflows, attracting $962 million during the week. Investors withdrew $0.7 billion from taxable fixed income funds, while padding the coffers of municipal bond funds and money market funds, to the tune of $0.5 billion and $1.0 billion, respectively.

Lipper Weekly U.S. Fund Flows Video Series - December 7, 2011

Published on 09 Dec 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 7, 2011. Despite strong market performance and better-than-expected November nonfarm payroll numbers reported during the week, investors took risk off their portfolios after hearing about on again/off again European debt woes. Money market funds attracted some $25.3 billion in net new money, with institutional money market funds drawing $16.4 billion and taxable bond funds and municipal bond funds attracting $3.4 billion and slightly less than $1.0 billion, respectively. For the week, conventional equity funds (excluding ETFs) experienced net redemptions, with investors removing $4.8 billion from fund coffers.

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 - November 16, 2011

Published on 18 Nov 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended November 16, 2011. Despite late-week European debt issues and new concerns about U.S. banks, mutual fund investors injected a net $10.0 billion into mutual funds--including ETFs--for the week ended November 16. Earlier in the week, investors cheered better-than-expected initial jobless claims, a jump in exports, and a 0.5%-leap in October retail sales and were net purchasers of equity funds, injecting $2.8 billion. Equity funds, including ETFs, witnessed their fifth consecutive week of net inflows; however, ex-ETFs saw their second week of outflows (-$0.2 billion). Interestingly, perhaps as a result of the on again/off again European debt issues, weary investors for the sixth consecutive week injected some $2.8 billion into taxable fixed income funds and for the second week in a row padded the coffers of money market funds to the tune of $2.9 billion. Municipal bond funds witnessed their sixth consecutive week of net inflows, taking in about $493 million.

Lipper Weekly U.S. Fund Flows Video Series - November 9, 2011

Published on 11 Nov 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 9, 2011. Despite a modest rise in the markets over the first four days of the week, widening spreads on Italian debt helped push investors to the door on Wednesday. Continued uncertainty over the fate of the Eurozone was exacerbated as two of the troubled nations, Greece and Italy, looked to introduce new governments. Despite this news it looked as investors were still willing to allocate new cash to the fund industry. Overall, the conventional mutual fund business attracted net inflows of $20.8 billion, with equity funds reporting net outflows of $519 million. Taxable bond funds (+$3.6 billion) posted their 5th consecutive week of inflows as Corporate Investment Grade funds attracted the most attention with $1.3 billion in net new assets. Municipal bond funds continued to be attractive with net inflows of $733 million, their largest weekly inflows since September of 2010. Money market funds benefited from the volatile market adding some $17.0 billion to their coffers.

Lipper Weekly U.S. Fund Flows Video Series - November 2, 2011

Published on 04 Nov 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the flows into and out of the funds industry this week.

Lipper Weekly U.S. Fund Flows Video Series - October 26, 2011

Published on 28 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 26, 2011. With three consecutive weeks of positive market gains on the horizon and optimistic news out of the Eurozone, investors injected roughly $4.2 billion into mutual funds for the week ending October 26th 2011. The big news was on the fixed income side as High Yield Funds (+$3.6 billion) experienced their largest weekly net inflows since Lipper began tracking them in 1992. Tightening spreads and upward pressure in the equity markets helped push investors back into risk through the junk based products. Equity funds (+$3.0 billion) also reported net inflows for the week as a $3.7 billion push into ETFs helped overcome the negative sentiment on the traditional fund side—mutual funds reported net redemptions of $742 million for the week. Municipal bond funds posted their third consecutive week of inflows with $310 million as investors pulled a net $1.1 billion from money market funds.

Lipper Weekly U.S. Fund Flows Video Series - October 12, 2011

Published on 14 Oct 2011, by Tom Roseen
After finishing up a sixth winning session in seven on Wednesday for the S&P 500, it was somewhat surprising to see mutual fund investors withdraw a net $2.6 billion from mutual funds--excluding ETFs--for the week ended October 12. Investors appeared to shrug off a better-than-expected nonfarm payroll report, a surge in equity indices, and a sixth round of loans for flailing Greece, and were net redeemers of equity funds, pulling out $3.1 billion. Despite finishing the week up 6.34%, equity funds suffered their fifth consecutive week of outflows. Interestingly, despite a decline in Treasury prices and a jump in yields because of a lackluster sale of the 3-year note on Tuesday, weary investors injected some $2.6 billion into taxable fixed income funds for the first week in three, while pulling out $2.2 billion from money market funds--their first week of net redemptions in three. Municipal bond funds witnessed their fifth week in six of net inflows, taking in about $52 million.

Lipper Weekly U.S. Fund Flows Video Series - October 5, 2011

Published on 07 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 5, 2011. As the third quarter ended investors took tally of how bad things actually were. The S&P 500 ended the three-month span with negative returns of 14.33 percent, the worst quarter of performance since the financial crisis took hold in Q4 2008. Although the flows week ended on a positive note investors continued to move out of risk assets. For the week the conventional mutual fund business posted inflows of $3.6 billion with most of any positive asset numbers going to money market funds (+6.2 billion). Equity mutual funds posted their fourth consecutive week of outflows with $638 million in net sales. Taxable bond funds also could not avoid investor’s concerns as the group posted their largest week of outflows, at $1.8 billion, since August 17th of this year. Municipal Bond funds broke their four week winning streak as they posted net outflows of $153 million, possibly attributed to bailout concerns circulating over the Franco-Belgium bank Dexia.

Lipper Weekly U.S. Fund Flows Video Series - September 28, 2011

Published on 30 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly flows data for the week ended September 28, 2011. Investors reversed course from last week's outflows and allocated an estimated $4.9 billion in net new money toward mutual funds, the bulk of it to money market funds.

Lipper Weekly U.S. Fund Flows Video Series - September 21, 2011

Published on 23 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended September 21, 2011. Investors redeemed $14.3 billion from the conventional fund business for the week ended September 21, 2011, after the Fed showed its concern for slowing economic growth and Standard & Poor's downgraded a few Italian banks. Ironically, flows into nondomestic equity funds remained on the plus side, while domestic equity funds experienced outflows. The lion's share of net redemptions came from money market funds during the week.

Thomson Reuters 401(k) Savings Plan Tutorial: Deciphering Lipper Fund Fact Sheets

Published on 22 Sep 2011, by Tom Roseen
Head of Lipper Research Services, Tom Roseen, provides a Thomson Reuters 401(k) Savings Plan tutorial on how to use Lipper Fund Fact Sheets to evaluate and follow the funds offered in your 401(k) plan.

Hedge, Diversify, or Neither: How 'Alts' Performed in a Volatile Market

Published on 15 Sep 2011, by Jeff Tjornehoj
Head of Lipper Americas Research Jeff Tjornehoj discusses which strategies have fared well--and those that have not--since the downgrade of U.S. government debt.

Lipper Weekly U.S. Fund Flows Video Series - September 7, 2011

Published on 09 Sep 2011, by Jeff Tjornehoj
Jeff Tjornehoj discusses the weekly flows data among mutual funds and highlights top changes in the ETF market.

Lipper Weekly U.S. Fund Flows Video Series - August 31, 2011

Published on 02 Sep 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended August 31, 2011. On the back of a four-day market rally, investors injected a net $14.1 billion into the funds business for the week ended August 31, 2011. Equity funds (including exchange traded funds [ETFs]) attracted their largest net inflows (+$6.3 billion) since May 4, 2011; however, ETF inflows accounted for the majority of net new money. Investors added a net $1.1 billion to the coffers of conventional equity funds (ex-ETFs), with Equity Income Funds taking in $0.9 billion. For the second consecutive week, taxable bond funds took in net money, attracting $1.8 billion, while municipal debt funds witnessed their sixth consecutive week of outflows (-$282 million), despite posting positive returns for the week.

Lipper Weekly U.S. Fund Flows Video Series - August 24, 2011

Published on 26 Aug 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 24, 2011. After what seemed to be a stable week in the U.S. equity markets, a disastrous report from the Philadelphia Fed supported increasing concerns over the possibility of a double-dip. Looking at weekly mutual fund flow numbers we see that investor sentiment was relatively subdued. Equity mutual funds—coming off their previous week of inflows—posted net redemptions of roughly $436 million. Taxable Bond funds were able to break their four week losing streak as the group posted net inflows of $967 million. Municipals continued their four-week run of outflows—although at a slower pace—as the category pushed out $160 million for the week. Money markets also gave back as the group reported net outflows of $5.8 billion.

Lipper Weekly U.S. Fund Flows Video Series - Agust 17, 2011

Published on 19 Aug 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended August 17, 2011. Equity mutual fund investors were steadfast this week and actually added $1.7 billion to their accounts, busting a four-week string of outflows. After equity fund assets were pummeled over 11% the previous week, this week’s bounce-back of 6% calmed enough nerves to draw the more adventurous ones back into the race. Domestic funds saw their first week of inflows in the last five as $1.3 billion seeped in while non-domestic equity funds had a scant $400 million added when all was said and done. Taxable bond funds had $1.2 billion in outflows for their third week of outflows as investors pulled about $1.4 billion from their core fixed income holdings; High Yield funds had a slight outflow of $300 million after the HY market pulled back significantly the week before. Muni funds were cursed with a fourth week of outflows as a quarter-billion was drained away, which is an improvement over last week’s $600 million outflow. Money market funds took in a net $13.9 billion this week following last week’s $47.5 billion inflow. These funds have had $205 billion in outflows this year and could eclipse last year’s $441 billion.

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 Weekly U.S. Fund Flows Video Series - August 3, 2011

Published on 05 Aug 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended August 3, 2011. The spill over from last week’s debt ceiling negotiations combined with the downturn in global equities markets caused investors to pull $75.5 billion from U.S. Mutual Funds and ETFs for the week. Although $65.8 billion in outflows was attributed to Money Market funds, all other asset types experienced net redemptions for the week.

Lipper Weekly U.S. Fund Flows Video Series - July 27, 2011

Published on 29 Jul 2011, by Tom Roseen
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended July 27, 2011. Despite learning about a slew of strong earnings reports and optimistic second-half guidance, the European Council’s agreement to support Greece, and improved consumer confidence, mutual fund investors remained rattled by the U.S. Congress debt ceiling stalemate and pulled a net $33.8 billion from the conventional mutual funds business--excluding ETFs--for the week ended July 27.

Lipper Weekly U.S. Fund Flows Video Series - July 20, 2011

Published on 25 Jul 2011, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended July 20, 2011. Despite positive (albeit modest) returns in the broad equity markets this week, investors were net redeemers. They continued to buy taxable bond funds and even found enough courage to put more money to work in the muni fund space.

Lipper Weekly U.S. Fund Flows Video Series - July 13, 2011

Published on 15 Jul 2011, by Jeff Tjornehoj
For the week ending July 13, 2011, the traditional mutual funds industry saw net inflows of approximately $15.1 billion. Equity mutual funds managed to draw in an estimated $340 million in net new money despite a softer tone in equity markets; domestic equity funds outdrew their nondomestic peers by a 2-1 margin. Taxable bond fund flows accelerated as they drew $3.0 billion in new flows after four weeks of sub-$3 billion flows. High Yield funds have turned around significantly and pulled in nearly $900 billion this week, their second-highest pull this year. Tax-exempt bond funds took in over $360 million in net flows after last week’s $280 million outflow. Although California muni debt funds continued to see assets withdrawn, high yield muni funds drew almost $70 million and national muni funds drew over $500 million in net sales. Money market funds received the bulk of new money as over $11.4 billion was set aside in cash accounts. This week, taxable accounts drew the lion’s share of net sales with over $15.1 billion committed.

Lipper Weekly U.S. Fund Flows Video Series - July 6, 2011

Published on 08 Jul 2011, by Matthew Lemieux
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended July 6, 2011. Investors were able to look past growing fiscal concerns for both Greece and the U.S. as equity markets ended the holiday period on a positive note. For the week, investors were net buyers as the conventional mutual fund business posted inflows of roughly $3.0 billion.

Lipper Weekly U.S. Fund Flows Video Series - June 29, 2011

Published on 01 Jul 2011, by Jeff Tjornehoj
Jeff Tjornehoj recaps the events and crunches the numbers behind the flow of funds into and out of the conventional mutual funds industry. Top flows for ETFs are also highlighted.
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