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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 2010 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 11 Oct 2010, by Jeff Tjornehoj
For the fixed income universe, third quarter's best performance was turned in by strategies that benefited from dollar weakness. The U.S. dollar index (TXA) sank over 7% to send Emerging Markets Debt Funds and International Income Funds up 9.23% and 9.22%, respectively. At the other end of the safety scale General U.S. Treasury Funds returned 3.70%. Jeff reviews the trends impacting fixed income mutual fund investors during the quarter.
Lipper 2010 Third Quarter Fund Flows Review WebEx Replay
Published on 11 Oct 2010, by Matthew Lemieux
Despite a stellar quarter for equity mutual funds, gun-shy investors continued to redeem assets from equity funds in Q3 and preferred to put new money to work in the perceived safety of fixed income mutual funds and money market funds. Matt highlights flows trends in the industry for the third quarter.
A Review on Euro Stoxx 50 ETFs
Published on 21 Sep 2010, by Detlef Glow
Plain vanilla Euro Stoxx 50 ETFs play a dominate role in the European ETF market, as they are one of largest peer groups by assets under management. For this reason, Lipper analyzed this segment of the European ETF market and will publish a research study on September 16th. Within this 20 minutes presentation we will give an unique overview on the Euro Stoxx 50 ETFs, which are available to investors in Europe. We will present results of our analysis on: - Development of the assets under management (AUM), - Fees and expenses, - Relative performance, - Correlation, - Tracking error, - On-exchange turnover and - Spreads
Lipper 2010 Second Quarter Equity Mutual Fund Performance Review WebEx Replay
Published on 07 Jul 2010, by Tom Roseen
Equity funds, declining 10.42%, suffered during second quarter 2010 their first quarterly loss in five and their worst thrashing since fourth quarter 2008. For the quarter all but 2 of Lipper’s 79 equity fund classifications posted negative returns. Dedicated Short-Bias Funds (+9.92%) and Precious Metals Funds (+9.18%) were the only equity classifications with plus-side performance.
Lipper 2010 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay
Published on 07 Jul 2010, by Jeff Tjornehoj
Bond funds followed a terrific first quarter with another solid (if lower) second quarter. Risky assets fell behind, led downward by Loan Participation Funds (-1.47%), Currency Funds (-1.46%), and High Yield Funds (-0.56%). At the other end of the spectrum, Treasury and government bond types posted impressive returns and none were better than U.S. Treasury Funds (+10.06%). TIPS Funds (+3.25%) and GNMA Funds (+3.14%) both surprised to the upside.
Lipper 2010 Second Quarter Hedge Fund Performance Review WebEx Replay
Published on 07 Jul 2010, by Pennapa Tantiyakul
Pennapa reviews first quarter 2010 hedge fund performance and flows.
ETFs in Europe - Market Overview and Research
Published on 29 Jun 2010, by Detlef Glow
Detlef Glow, Lipper’s Head of Central, North and Eastern European Research, provides an overview of the pan-European ETF market for first quarter 2010.
2010 Q1 Fixed Income Fund Review
Published on 13 Apr 2010, by Jeff Tjornehoj
Bond funds started 2010 well, despite misgivings toward the safest asset. Far and away the best returns were among lower quality choices such as Emerging Markets Debt Funds (+4.67%), High Yield Funds (+4.25%), and Flexible Income Funds (+4.12%) while U.S. Treasury Funds (+0.52%) disappointed.
2010 Q1 Equity Fund Review
Published on 08 Apr 2010, by Tom Roseen
Equity funds strung together their fourth consecutive quarter of plus-side returns during the first quarter of 2010, posting a 4.64% return, their best Q1 returns since 2006. US Diversified Equity Funds (+5.67%) outpaced its World Equity Funds (+2.30%) counterparts for the first time in many quarters.
2010 Q1 Hedge Fund Review
Published on 08 Apr 2010, by Pennapa Tantiyakul
Pennapa reviews fourth quarter 2009 hedge fund performance and flows and gives her outlook for 2010.
Lipper FMI FundFlash Europe - February 2010
Published on 17 Feb 2010, by Ed Moisson
Monthly newsletter on European fund flows trends
2009 Q4 Equity Funds Review
Published on 12 Jan 2010, by Tom Roseen
During Q4 2009, equity mutual funds (+4.12%) strung together their third consecutive winning quarter, propelling the group to its best one-year return since 2003 (+33.73%). Of Lipper’s 79 equity and mixed-asset fund classifications 46 posted returns in excess of 30% for the year.
2009 Q4 Fixed Income Funds Review
Published on 12 Jan 2010, by Jeff Tjornehoj
Bond funds followed equity funds to higher ground in 2009, as investors turned their attention to a sharp rebound in risky assets. The most stunning returns were found in lower quality choices such as High Yield Funds (+46.41%), Loan Participation Funds (+41.02%), and Emerging Markets Debt Funds (+32.49%), while pangs of disappointment were felt most harshly in U.S. Treasury Funds (-6.47%). Developments in the flow of funds in 2009 are also presented.
2009 Q3 Fixed Income Funds Review
Published on 30 Sep 2009, by Jeff Tjornehoj
It’s hard to believe that three months ago we looked upon the bond funds world with amazement because the average taxable bond fund was up 5.32% for the second quarter. We had to go back to Q2 1995 (+5.56%) to find a better quarter. Considering those are the kinds of numbers we’re used to seeing over a full year, it was natural to expect the bond market to take a breather. Did it?
2009 Q3 Equity Funds Review
Published on 30 Sep 2009, by Tom Roseen
After a ho-hum June equity funds strung together three consecutive months of plus-side returns, producing their strongest third quarter showing (+16.79%) in over 30 years.
2009 Q2 Fixed Income Funds Review
Published on 30 Jun 2009, by Jeff Tjornehoj
Although bond fund investors returned to riskier corners of the market in March of this year, things really didn’t get rolling until April and May (and June wasn’t too shabby either), leading to a spectacular second quarter: the average taxable bond fund was up 5.32%.
2009 Q2 Equity Funds Review
Published on 30 Jun 2009, by Tom Roseen
After a dreadful first quarter, investors breathed a sigh of relief as stock market returns remained strong for April and May, providing the strongest quarterly stock gains since the three-month period ended December 1998.
2009 Q1 Fixed Income Funds Review
Published on 31 Mar 2009, by Jeff Tjornehoj
Bond fund investors returned to riskier pockets of the market in first quarter 2009, gaining confidence that the stimulus/ rescue plans put forth by the Obama administration (and in concert with the Fed) would support asset values. (To be honest, there were some screaming deals left over from the fourth quarter that warranted attention.)
2009 Q1 Equity Funds Review
Published on 31 Mar 2009, by Tom Roseen
After the major indices posted their worst January and February returns on record (and keep in mind, according to the Stock Traders Almanac’s January Barometer: “As January goes, so goes the year”), March provided the best monthly stock gains in over six years, shielding us from a repeat of the disaster of fourth quarter 2008.
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.
2008 Q4 Equity Funds Review
Published on 31 Dec 2008, by Tom Roseen
In 2008 equity funds posted their worst one-year return (-39.54%) in Lipper’s database, which began in 1959. The next closest losing year was 1974, when equity funds shed 24.35% of their value. However, a faint light at the end of the tunnel may be in sight.
2008 Q4 Fixed Income Funds Review
Published on 31 Dec 2008, by Jeff Tjornehoj
After a strong first quarter start (+2.17%), the Barclays (formerly Lehman Brothers—remember them?) U.S. Aggregate Total Return Index fell 1.02% in the second quarter and followed that with a minus 0.48% return in Q3 to stand at 0.68% through three quarters. This was followed by a strong rebound in Q4 (+4.58%) to end 2008 5.24% to the good.
2008 Q3 Equity Funds Review
Published on 30 Sep 2008, by Tom Roseen
Equity funds extended their losing streak in September for the fourth consecutive month, with the average equity fund declining 10.97% for the month—the worst one-month return since August 1998.
2008 Q3 Fixed Income Funds Review
Published on 30 Sep 2008, by Jeff Tjornehoj
When we last reflected on quarterly performance we noted that fixed income funds were dangerously close to breaking through the zero mark at the halfway point of 2008 (+0.15%) and that whatever momentum they had at the start of the year was rapidly eroding.
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