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Lipper Weekly U.S. Fund Flows Video Series - June 12, 2013

Published on 14 Jun 2013, by Matthew Lemieux
With little news during the week on earnings or new economic numbers, many investors were stuck picking up the pieces, looking toward June 19, when the next Fed meeting takes place. As a result, continued choppiness in the equity markets kept many fund investors on edge; U.S. mutual funds and exchange-traded funds (ETFs) (excluding money market funds) reported net outflows of $7.7 billion for the week ended June 13.

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 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 - March 6, 2013

Published on 08 Mar 2013, by Matthew Lemieux
With the second month of the year behind us, things seemed to be continuing to move in the right direction in terms of both the economy and the financial markets. Although most stocks did not provide as strong returns as in January, year-to-date performance through February stood at roughly 6% for the broader U.S. equity indices. On generally good employment news, the upwardly revised Q4 2012 GDP numbers, and strong exports out of China, investors continued to show confidence by pushing markets to new highs. Initial concerns over the enactment of sequestration on March 1 were pushed to the wayside as the Dow closed at an all-time high on Tuesday, March 5. General feelings of optimism paved the way for continued strength in fund flows; investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.

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 - DECEMBER 12, 2012

Published on 14 Dec 2012, by Matthew Lemieux
It’s one week closer to the end of the year, and the prevailing focus of the market continues to be on Washington’s inability to come to some type of agreement on the looming “fiscal cliff” issue. With what seem to be hourly news conferences and pundit speculation, the markets have generally moved toward a consensus that a compromise will be made. That, combined with better-than-expected unemployment numbers, led to the markets ending the Wednesday-to-Wednesday week up more than 1.3%. Fund investors also seemed to see things positively; they injected $12.7 billion into mutual funds and exchange-traded funds (ETFs) for the week.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - NOVEMBER 21, 2012

Published on 26 Nov 2012, by Matthew Lemieux
For the week ended Wednesday, November 21, mutual fund and exchange-traded fund (ETF) investors still seemed cautious; they injected roughly $15.8 billion in net new cash for the week, with $20.5 billion net going to money market accounts. Equity products seemed immune to the market rebound; they experienced nearly $7.3 billion in net redemptions for the week—for the largest weekly outflow since July of this year. Results for taxable bond funds (+$671 million) were very similar to those of the previous week. Investors continued to shed risk as corporate high-yield funds reported net outflows of $1.1 billion; corporate investment-grade, with $1.1 billion in net sales, nearly offset the redemptions. Investors also sought refuge in U.S. Treasury funds, injecting $408 million—for the group’s third consecutive week of net inflows. Concerns over increases in investment income tax rates pushed investors to seek exposure in the tax-exempt products; the group pulled in $1.1 billion.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - OCTOBER 31, 2012

Published on 02 Nov 2012, by Matthew Lemieux
To say we had a wild ending for October would be a gross understatement as the East Coast of the U.S. prepared for and endured one of the most powerful storms in that area’s history. Adversely affecting the coastline from North Carolina to Massachusetts, “Super Storm” Sandy dealt a blow to America’s financial hub, closing U.S. markets for two consecutive days—an event not seen since 1888. With some operations running on backup power, the stock exchanges were able to reopen on Wednesday, handling the higher average volume but ending the session slightly down. With only three trading days to work with, investors’ action in mutual funds and ETFs (excluding money market funds) was relatively flat, posting net outflows of $754 million. Despite the equity markets’ posting their first monthly loss since May, stock ETFs continued to garner assets with net inflows of $1.3 billion—breaking a two-week losing streak. On the other side of the coin equity mutual fund investors continued to look for the door, pulling roughly $1.4 billion from their accounts. Once again the majority of assets came out of U.S. Diversified Equity products. As a bit of a surprise, taxable bond funds posted their first net outflow in 17 weeks and for only the fourth time this year. Corporate investment-grade products were able to attract net inflows of $291 million, while investors turned their back on high-yield funds—$619 million in net outflows. Municipals also seemed to suffer from the shortened week; they reported net redemptions of $123 million, breaking their 28-week inflow streak. Money market funds, with $23.5 billion in net outflows, saw the most action among the asset groups—their largest since August 2011. And with $24.6 billion coming from institutional accounts, much of the move may have been attributed to quarter-end tax deadlines.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES – SEPTEMBER 19, 2012

Published on 21 Sep 2012, by Matthew Lemieux
With the announcement by the FOMC of its entering another round of easing, equity markets pushed higher; the S&P 500 Index added 1.7% for the week ended September 19. Following suit, mutual funds and ETFs (excluding money market funds) added roughly $16.6 billion to their accounts as investors’ appetite for risk accelerated. Overall, equity products reported net inflows of $11.4 billion for the week. ETFs were once again the focus, adding $13.3 billion net. Despite the sanguine feelings, investors in equity mutual funds (-$1.9 billion) were not convinced; they pulled money out of the asset class for the sixth consecutive week. With the noticeable shift to equity products in general, taxable bond products were no worse for wear; investors injected $4.9 billion net into the group for the week—its eleventh consecutive week of net inflows.

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 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 - 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 - 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 - 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 FMI Weekly U.S. Flows - June 16, 2010

Published on 18 Jun 2010, by Jeff Tjornehoj
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended June 16, 2010

Lipper FMI FundFlash Europe - February 2010

Published on 17 Feb 2010, by Ed Moisson
Monthly newsletter on European fund flows trends

Lipper FMI FundFlash Europe - January 2010

Published on 22 Jan 2010, by Ed Moisson
Monthly newsletter on European fund flows trends
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