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Lipper Weekly U.S. Fund Flows Video Series— September 10, 2014

Published on 12 Sep 2014, by Patrick Keon
Investor activity resulted in $7.4 billion of net inflows to funds for the flows week ended September 10, 2014. Pat Keon, a Lipper research analyst, talks about the flows for both conventional mutual funds and ETFs in this week's fund flows video.

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 Weekly U.S. Fund Flows Video Series - May 21, 2014

Published on 23 May 2014, by Patrick Keon
Pat Keon highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series – April 30, 2014

Published on 02 May 2014, by Jeff Tjornehoj
Jeff Tjornehoj talks about this week's soft flows numbers.

Lipper Weekly U.S. Fund Flows Video Series – April 23, 2014

Published on 28 Apr 2014, by Patrick Keon
Pat Keon highlights flows for both conventional funds and ETFs in this week's fund flows video.

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 Weekly U.S. Fund Flows Video Series – March 26, 2014

Published on 28 Mar 2014, by Patrick Keon
Fund flows data for the week ending March 26

Lipper Weekly U.S. Fund Flows Video Series - February 26, 2014

Published on 28 Feb 2014, by Patrick Keon
Fund flows data for the week ending February 26

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 Weekly U.S. Fund Flows Video Series - December 11, 2013

Published on 13 Dec 2013, by Jeff Tjornehoj
The Dow Jones Industrial Average finished well off its recent highs near 16,100 to end the flows week ended December 11, 2013, at 15,843—a nearly five-week low. Next week’s Federal Open Market Committee meeting could be pivotal with respect to tapering developments. Equity mutual funds saw outflows while equity ETFs saw inflows.

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 Weekly U.S. Fund Flows Video Series - July 10, 2013

Published on 12 Jul 2013, by Jeff Tjornehoj
Jeff Tjornehoj discusses the week's flows activities in mutual funds and ETFs.

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 Weekly U.S. Fund Flows Video Series - June 26, 2013

Published on 28 Jun 2013, by Matthew Lemieux
With U.S. equity markets last Friday closing down for four of the last five weeks, it was clear that investors continued to be spooked by the thought of “tapering” by the Federal Reserve. The hope that Chairman Bernanke’s recent press conference would calm nerves fell flat as the S&P 500 experienced this past week its largest two-day drop since last November. The concern seemed that it would be short lived, since on Monday the Dow was able to rebound nearly 473 points from its mid-day low. This was driven by upbeat economic news as well as tamer reiterations from the Fed that any pullback of quantitative easing would be based on the economic outlook, which may not be as great as it had previously suggested. Unfortunately, this late rally in stocks did not deter investors from pulling back some of their fund exposure.

Lipper Weekly U.S. Fund Flows Video Series - May 8, 2013

Published on 10 May 2013, by Matthew Lemieux
Reinforced commitment from the Fed and better-than-expected nonfarm payroll numbers helped convince investors to continue pushing up the U.S. equity markets. New tops for domestic stock indices and limited opportunities for yield from bonds fed demand for riskier assets. While many analysts advised caution, it proved too hard not to participate, and investors injected roughly $16.6 billion net into mutual funds and exchange-traded funds (ETFs) (excluding money market funds) for the week ended May 8.

Lipper Weekly U.S. Fund Flows Video Series - April 17, 2013

Published on 19 Apr 2013, by Matthew Lemieux
It was not long after both the Dow Jones Industrial Average and the S&P 500 closed at new all-time highs on Thursday, April 11, that investors started to show concern over the sustainability of the recent rally. News from China kicked off broad selling on Monday, April 15; China reported disappointing Q1 GDP and March industrial production numbers. Weakness in the broader commodity markets, including the largest ever one-day drop in the price of gold, also helped fuel investors’ concerns; volatility jumped and the global markets continued to shed value through Wednesday. Despite the strong selloff in stocks, U.S. mutual funds and exchange-traded funds (ETFs), excluding money market funds, reported net inflows of $6.5 billion for the week ended April 17.

Lipper 2013 Q1 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Jeff Tjornehoj
Worries over the short-term health of the Eurozone brought on by the Cyprus banking crisis briefly sent investors back to Treasuries, and the sudden 21-basis-point hike in the ten-year note (to 2.07%) at the start of March was erased over the rest of the month. Although General US Treasury Funds lost 0.80% on the quarter, most of that loss was felt in January (-1.71%) when equities surged and "The Great Rotation" was supposedly afoot. Meanwhile, corporate bond investors sent Lipper's High Yield Funds classification near the top of the performance table as investors pursued more "risk-on" strategies in U.S. bonds throughout the quarter and sent that group up 2.74%.

Lipper Weekly U.S. Fund Flows Video Series - March 27, 2013

Published on 01 Apr 2013, by Matthew Lemieux
During the past week many investors tried to decipher the possible effects of a Cypriot exit from the Eurozone and the knock-on consequences of a bailout structured on the shoulders of savers. Although an agreement for a European Central Bank-led bailout was reached over the weekend, the initial rally in the markets on Monday was short lived as analysts still wondered what the bank restructuring would mean for other European countries. Despite the concerns, U.S. indices trended upward for most of the week as investors focused on strong home price and manufacturing numbers, a momentum that would push both the Dow and the S&P 500 to close out March at record highs. Fund investors also did not seem rattled by any new Eurozone risks; mutual funds and exchange-traded funds (ETFs), excluding money market funds, recorded net inflows of $4.5 billion.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - February 13, 2013

Published on 15 Feb 2013, by Matthew Lemieux
After a quick pop in the market late last week on stronger economic numbers at home and in China, investors seemed to be sitting on their hands as most U.S. indices moved sideways during and after the run-up to President Obama’s first second-term State of the Union address. Despite the general pause, investors continued to allocate new money to the funds business. For the week ending February 13, 2013, mutual funds and exchange-traded funds (ETFs) (excluding money market funds) reported net inflows of $4.4 billion.

Lipper Weekly U.S. Fund Flows Video Series - January 16, 2013

Published on 18 Jan 2013, by Matthew Lemieux
Investors continued to show optimism in the global equity markets as better than expected export news out of China and continued weakness in the Japanese yen boosted Asian indices. With a strong Q4 earnings season kickoff at home, the U.S. markets joined suit; the S&P 500 index added just over three-quarters of a percentage point for the week ending Wednesday, January 16. Combine the 3%-plus returns we have seen so far this year with the previous week’s large equity fund flows, and one would expect the perfect recipe for continued buying.

Lipper 2012 Q2 Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Jul 2012, by Jeff Tjornehoj
Jeff Tjornehoj reviews the second quarter performance of fixed income funds. In a quarter marked by "risk-off" activity, Treasury-related fund types did particularly well and were followed by a successful showing by muni debt funds, investment grade corporate types, agency debt strategies, and high yield. Bringing up the rear, overseas fixed income strategies lagged after the U.S. dollar posted a strong rebound against the euro.

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 - 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 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.
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