Tagged

Lipper 2014 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 08 Jul 2014, by Lipper Staff
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

Lipper 2014 Q2 Fixed Income Mutual Fund Performance Review Webex Replay

Published on 08 Jul 2014, by Jeff Tjornehoj
Bond markets continued to build off Q1 2014's fast start. Bond fund groups of all stripes did well, ranging from the Inflation-Protected Bond Funds' 3.18% climb and a solid 2.12% return from high yield funds; municipal debt funds (+2.37%) had a fantastic quarter also. Jeff Tjornehoj also talks about issues on the horizon for loan funds as well as his third quarter outlook.

Lipper 2014 Q1 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 16 Apr 2014, by Lipper Staff
Fund flows were positive during the first quarter of 2014 with $105.1 billion of net inflows going into mutual funds and $12.9 billion of net inflows into ETFs. Despite the market volatility during the period, net inflows into mutual funds significantly increased relative to the fourth quarter of 2013 which witnessed $41 billion in net positive flows. The fourth quarter saw $45 billion going into ETFs. Equity flows were positive in the U.S. diversified and sector equity segments with world equity funds leading the way amongst the broader categories. Taxable fixed income flows were positive at a combined $43.6 billion for the first time in three quarters. The municipal bond sector also witnessed positive net inflows for the first time in three quarters with $1.9 billion entering the category as investors appeared attracted to their higher yields. Money market funds witnessed $85 billion in net outflows.

Lipper 2014 Q1 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Jeff Tjornehoj
After last year's poor results bond fund investors found much to cheer about in this quarter's performance tables. With hardly a bad result in sight, Jeff Tjornehoj helps shed some light on the sources of all this good performance in this quarter's review of bond funds.

Lipper 2014 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Tom Roseen
After the spectacular run-up in 2013, investors cautiously continued to bid up the market in first quarter 2014. Tom Roseen highlights Q1 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2014 Equity Fund Performance Review and Outlook.

Lipper 2013 Q4 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Jeff Tjornehoj
Investors turned their backs on high grade and high duration bonds in favor of junk and short duration as the prospect of higher interest rates sent them for cover. Jeff Tjornehoj details the good, the bad, and the ugly performers in this quarter's review of bond funds.

Lipper 2013 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Tom Roseen
Despite many uncertainties during the year, investors kept the equity rally rolling. Domestic equity funds (up 32.30% for the year) easily beat their world equity fund (gaining 16.82%) counterparts. Tom highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2013 Fund Performance Review and Outlook.

Lipper 2013 Q3 New Classification Discussion WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
Jeff tjornehoj discusses the rationale behind the creation of several new Lipper classifications that were unveiled a few weeks ago. He also touches on a couple of suggestions that clients have made and where those stand in development.

Lipper 2013 Q3 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Jeff Tjornehoj
First, it was Larry Summers refusing the Fed chairman role. Then, Bernanke and crew held back on tapering the Fed quantitative easing program. The combined effect of those two incidents would lift bonds and bond funds out of their funk and into a decent end to the quarter. Jeff Tjornehoj details the high points (and a few low ones) in this quarter's review of bond funds performance.

Lipper 2013 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Jeff Tjornehoj
The worst performance of the Barclays Aggregate index since the throes of the crisis underscored how universally challenged bond fund managers were in Q2 2013. Just one long-only bond classification managed to win a positive total return while many suffered losses of 3% or more. Treasuries, corporates, sovereigns, and munis and more faced considerable headwinds in a "good news is bad news" market.

Lipper 2013 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Tom Roseen
Despite some sluggishness in June (the average equity fund declined 2.10%), the average equity fund remained in the black for Q2, returning 0.31% and producing a fourth consecutive quarter of plus-side returns. Although many stocks set new highs during the quarter, investors turned their attention to domestic, quasi-defensive, and out-of-favor issues.Tom highlights investment trends for equity funds during Q2 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2013 Fund Performance Review and Outlook.

Lipper 2013 Q1 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 10 Apr 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $118.0 billion, with taxable bond funds taking in $55.5 billion of the total. Investors finally seemed to break through their post-recession malaise for stock funds and they poured over $90.0 billion into U.S. based equity products. Exchange-traded funds (ETFs) continued to draw assets, posting $50.4 billion for the same period. Municipal bond funds added $9.5 billion to their accounts as investors pulled cash from money market funds (-$98.5 billion) to feed their demand for riskier assets.

Lipper 2013 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Tom Roseen
Investors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook.

Lipper 2012 Q4 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 09 Jan 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the fourth quarter 2012 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $200.0 billion, with taxable bond funds taking in $61.8 billion of the total. Although U.S. diversified equity mutual funds continued to provide strong returns, they once again ended the quarter in the red for flows as the group reported net redemptions of $28.3 billion. Exchange-traded products continued to draw assets, posting $40.8 billion for the same period. Municipal bond funds added $5.8 billion to their accounts as money market funds (+$143.1 billion) made up the lion's share of net inflows for the quarter.

Lipper 2012 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Tom Roseen
Global economic and political uncertainties, accompanied by softening U.S. economic data, played integral roles in equity fund performance in second quarter 2012. Equity funds (-5.20%) posted their first quarterly loss in three, with World Equity Funds (-7.17%) underperforming Lipper's other three broad equity macro-classifications. Investors appeared to focus on dividend payers and defensive issues, bidding up Dedicated Short-Bias Funds (+5.38%), Real Estate Funds (+3.39%), and Utility Funds (+2.53%). Tom highlights Q2 trends in this WebEx presentation.

Lipper 2012 First Quarter Preliminary Fund Flows Review WebEx Replay

Published on 10 Apr 2012, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the first quarter 2012 in this WebEx replay. Despite a stellar first quarter of performance some investors were still wary about jumping back in the market. Overall, U.S. conventional mutual funds posted net outflows of $2.7 billion, dragged down heavily by large outflows from both U.S. Diversified Equity funds (-$11.2 billion) and Money Market offerings (-$84.1 billion). Exchange-traded products fared much better pulling in $52.4 billion for the same period. Investors continued to focus heavily on fixed income products as both mutual and ETF bond funds recorded net inflows of roughly $100 billion.

Lipper 2012 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2012, by Jeff Tjornehoj
Despite headlines trumpeting the return of equities, fixed income fund held their ground in Q1 and produced solid returns. Jeff Tjornehoj breaks down where the action was at and looks for conditions to improve for fixed income in the quarters ahead.

Lipper 2012 First Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2012, by Tom Roseen
Equity Funds posted their best Q1 returns since Q1 1998, rising 11.97% for the quarter ended March 31, 2012. For the quarter, 81 of Lipper's 86 equity fund classifications posted positive returns. Investors put risk back in their portfolios. They bid up the prior quarter's laggards: India Region Funds (+22.63%), Science & Technology Funds (+20.26%), and Global Science & Technology Funds (+18.96%), while shunning Dedicated Short-Bias Funds (-16.31%), Commodities Specialty Funds (-2.06%), and Precious Metals Funds (-1.72%). Tom highlights Q1 trends in this WebEx presentation.

Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay

Published on 11 Jan 2012, by Jeff Tjornehoj
This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.

Lipper Fourth Quarter 2011 Equity Funds WebEx Replay

Published on 11 Jan 2012, by Tom Roseen
Tom Roseen reviews equity mutual fund performance trends for Q4 2011 and provides a summary for 2011 along with his outlook for Q1 2012 in this WebEx replay.

Lipper 2011 Fourth Quarter Mutual Fund Special Topic: Target Date Funds--Equity Exposure at Target Date and Beyond

Published on 04 Jan 2012, by Sasha Franger
Sasha Franger discusses target date funds' equity exposure at the target date and beyond. She compares changes in equity exposure at the target date from 2008 to 2001, as well as, compares equity exposure in "to" and "through" target date series.

Lipper 2011 Third Quarter Fund Flows Review WebEx Replay

Published on 10 Oct 2011, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the third quarter 2011 in this WebEx replay. In line with expectations after a disastrous quarter for fund performance, the conventional mutual fund business experienced preliminary quarterly outflows of $125.0 billion. Equity Funds as a whole accounted for roughly $82.9 billion of that as U.S. diversified products posted redemptions of over $70 billion alone. Taxable bond funds were not immune to the sell-off as inflows to the group were nearly flat--a meager $162 million. Investors moved away from higher yields as the previous quarter’s top flows attractor, Loan Participation funds, experienced outflows of $8.2 billion and High Current Yield products lost roughly $3.0 billion. Municipal bond funds offered a bit of a bright spot with quarterly inflows of $1.5 billion as flows for money market funds continued to be volatile with net quarterly redemptions of $43.8 billion.

Lipper 2011 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2011, by Jeff Tjornehoj
Serious concerns on the fate of Greece, European banks, and even the euro itself sent Treasury-related categories to the top of the performance charts in Q3. The "risk-off" trade forced High Yield and Emerging Markets Debt groups plunging. Jeff highlights these and other trends in his WebEx presentation.

Lipper 2011 Third Quarter Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2011, by Tom Roseen
Equity Funds suffered their worst declines since Q4 2008, losing 17.44% for the quarter ended September 30, 2011. For the quarter, only 2 of Lipper's 86 equity fund classifications posted positive returns: Dedicated Short-Bias Funds (+29.82%) and Commodities Specialty Funds (+1.17%). World Equity Funds (-20.44%) lagged their Mixed Equity Funds (-10.08%), Sector Equity Funds (-15.36%), and U. S. Diversified Equity Funds (-16.67%) cohorts in Q3. Tom highlights Q3 trends 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.
1