Apr 23, 2017
Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2017 Snapshot
A surge in out-of-favor international issues, upbeat Chinese export data, and a rally in Indian stocks during Q1 pushed world equity issues to the top of the performance charts, with the emerging markets funds macro-group witnessing the largest relative increase (+12.47%) in TNA and the developed international markets funds macro-group experiencing the largest absolute increase in TNA (+$138.3 billion) for the quarter.
Apr 23, 2017
Monday Morning Memo: Bond funds dominate fund sales in Europe
European Fund-Flow Trends, March 2017 After the negative flow numbers at the end of 2016, March 2017 was the third consecutive month showing a positive picture for long-term mutual funds.
Apr 19, 2017
Global Fund Market Statistics For March: Lipper Analysis
Fund Market Overall Assets under management in the global collective investment funds market grew US$392.3 billion (+1.0%) for March and stood at US$39.23 trillion at the end of the month.
Apr 17, 2017
Fund Investors Take a Step Back in March—Redeeming $5.9 Billion
For the fourteenth consecutive month ETFs attracted net new money, taking in $46.6 billion for March. For the tenth consecutive month authorized participants (APs) were net purchasers of stock & mixed-asset ETFs—injecting $38.4 billion for March. And for the twenty-first month in a row they were net purchasers of bond ETFs—injecting $8.1 billion.
Apr 17, 2017
Monday Morning Memo: Review of the European ETF Market, March 2017
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for March. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF
Apr 05, 2017
Bond Funds Bounce Back in Q1
First Quarter Highlights World Income Funds (+3.66%) outperformed all other macro-groups, thanks to Emerging Markets Debt Funds. General Domestic Taxable Bond Funds gained 1.74% for the quarter on the strength
Apr 04, 2017
The Month in Closed-End Funds: March 2017
On the last trading day of the month investors took their collective foot off the pedal after learning that the PCE deflator topped 2% for February for the first time since 2012.
Apr 03, 2017
U.S. Equity Funds Post Their Sixth Consecutive Quarter of Positive Returns
For the quarter 82 of Lipper’s 96 equity and mixed-equity fund classifications posted positive returns. For the second quarter in three the World Equity Funds macro-classification (+8.70%) outpaced Lipper’s other three broad equity groupings.
Mar 26, 2017
Monday Morning Memo: Diversification is key for European investors
European Fund-Flow Trends, February 2017 After the negative flow numbers at the end of 2016, February 2017 was the second consecutive month showing a positive picture for long-term mutual funds.
Mar 19, 2017
Monday Morning Memo: Review of the European ETF Market, February 2017
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for February. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF