Lipper Podcasts

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Lipper Weekly U.S. ...
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06:00:00 05/25/12

Jeff Tjornehoj reviews flows data from the mutual fund and ETF markets. Equity mutual funds shed about $2.4 billion, taxable bond funds saw about $1.3 billion walk...

Lipper Weekly U.S. Fund Flows Video Series - May 23, 2012

Added 05/25/12
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Lipper Weekly U.S. Fund Flows Video Series - May 23, 2012

[LESS INFO] 0 VIEWS | ADDED 06:00:00 05/25/12
Jeff Tjornehoj reviews flows data from the mutual fund and ETF markets. Equity mutual funds shed about $2.4 billion, taxable bond funds saw about $1.3 billion walk out the door, municipal debt funds continued to attract investors with $500 million in net new money, and money market funds were ignored with virtually zero dollars moving in or out of them on a net basis.

Lipper Weekly U.S. ...
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06:00:00 05/18/12

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...

Lipper Weekly U.S. Fund Flows Video Series - May 16, 2012

Added 05/18/12
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Lipper Weekly U.S. Fund Flows Video Series - May 16, 2012

[LESS INFO] 2 VIEWS | ADDED 06:00:00 05/18/12
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. ...
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06:00:00 05/11/12

Tom Roseen discusses Lipper's U.S. weekly fund flows. During the week the Dow Jones Industrial Average suffered its longest consecutive losing streak (eight days) ...

Lipper Weekly U.S. Fund Flows Video Series - May 9, 2012

Added 05/11/12
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Lipper Weekly U.S. Fund Flows Video Series - May 9, 2012

[LESS INFO] 0 VIEWS | ADDED 06:00:00 05/11/12
Tom Roseen discusses Lipper's U.S. weekly fund flows. During the week the Dow Jones Industrial Average suffered its longest consecutive losing streak (eight days) since August 2, 2011, as investors contemplated Spain's partial nationalization of its fourth largest lender, Greece's struggle to form a coalition government after citizens rejected pro-austerity candidates throughout Europe, and April payroll figures disappointed, climbing just 115,000 verses an expected 163,000. However, Investors padded the coffers of the fund industry (including ETFs and open-end funds), injecting a net $3.4 billion for the week ended Wednesday, May 9, 2012. Conservative asset classes were the recipients of investors' cash, with money market funds attracting $4.4 billion (its first inflow in 11 weeks), taxable bond funds taking in $4.6 billion, and municipal debt funds, for the third consecutive week, drawing in $0.9 billion, while equity funds suffered $6.5 billion in net redemptions.

Lipper Weekly U.S. ...
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06:00:00 05/04/12

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 surpri...

Lipper Weekly U.S. Fund Flows Video Series - May 2, 2012

Added 05/04/12
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Lipper Weekly U.S. Fund Flows Video Series - May 2, 2012

[LESS INFO] 0 VIEWS | ADDED 06:00:00 05/04/12
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. ...
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06:00:00 04/27/12

Jeff Tjornehoj discusses flows in the mutual funds and ETF industries this week.

Lipper Weekly U.S. Fund Flows Video Series - April 25, 2012

Added 04/27/12
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Lipper Weekly U.S. Fund Flows Video Series - April 25, 2012

[LESS INFO] 0 VIEWS | ADDED 06:00:00 04/27/12
Jeff Tjornehoj discusses flows in the mutual funds and ETF industries this week.

Lipper Weekly U.S. ...
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06:00:00 04/20/12

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended April 18, 2012. Ahead of the April 17 tax filing deadline, investors were net redeemers of fu...

Lipper Weekly U.S. Fund Flows Video Series - April 18, 2012

Added 04/20/12
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Lipper Weekly U.S. Fund Flows Video Series - April 18, 2012

[LESS INFO] 1 VIEWS | ADDED 06:00:00 04/20/12
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended April 18, 2012. Ahead of the April 17 tax filing deadline, investors were net redeemers of fund assets (including ETFs), redeeming a net $2.3 billion for the week ended April 18, 2012. However, excluding money market funds redemptions (-$8.0 billion, their eight consecutive week of outflows), investors appeared to shrug off disappointing growth rate figures from China, a drop in consumer sentiment in April, and hints of rising borrowing costs for Spain, redeeming just $0.2 billion from equity funds, while padding the coffers of taxable bonds funds (+$5.7 billion) and municipal bond funds (+$0.2 billion).

Lipper Weekly U.S. ...
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06:00:00 03/30/12

After a spectacular run for the first quarter (with returns for the major indices ranging between 8.13% and 19.19%), investors pulled back slightly after hearing n...

Lipper Weekly U.S. Fund Flows Video Series - March 28, 2012

Added 03/30/12
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Lipper Weekly U.S. Fund Flows Video Series - March 28, 2012

[LESS INFO] 2 VIEWS | ADDED 06:00:00 03/30/12
After a spectacular run for the first quarter (with returns for the major indices ranging between 8.13% and 19.19%), investors pulled back slightly after hearing new home sales dipped 1.6% in February and global manufacturing data was weaker than expected, despite learning that jobless benefits declined to a four-year low last week. Many analysts believe the market is just taking a breather, and investors are taking some of their hard won profits off the table for spring break. Investors were net redeemers of fund assets for the week ended March 28, 2012, pulling out $10.0 billion from the funds business, including exchange-traded funds. Investors redeemed a net $2.6 billion from equity funds, while padding the coffers of taxable fixed income funds (+$4.4 billion) and tax-exempt bond funds (+$0.4 billion). However, for the fifth consecutive week, money market funds witnessed net outflows of $12.2 billion.

Lipper Weekly U.S. ...
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06:00:00 03/23/12

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 21, 2012. Despite a strong Q1 rally, U.S. market indices began to show signs of sl...

Lipper Weekly U.S. Fund Flows Video Series - March 21, 2012

Added 03/23/12
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Lipper Weekly U.S. Fund Flows Video Series - March 21, 2012

[LESS INFO] 3 VIEWS | ADDED 06:00:00 03/23/12
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended March 21, 2012. Despite a strong Q1 rally, U.S. market indices began to show signs of slowing as the week came to a close. Although partially due to quarter-end window dressing, concerns stemming from higher domestic energy prices and economic data out of Europe and China were in the forefront of investor’s minds. Overall, the conventional mutual fund business experienced net outflows of $12.7 billion as corporate tax liabilities pushed institutions to pull roughly $17 billion out of money market funds. Equity funds(+$700 million) and Taxable Bond funds(+$3.3 billion) both attracted new assets while Municipal Debt funds ended the period flat with net inflows of only $44 million.

Lipper Weekly U.S. ...
4 Views
06:00:00 03/16/12

Lipper's Jeff Tjornehoj discusses the week's flows trends and surprises.

Lipper Weekly U.S. Fund Flows Video Series - March 14, 2012

Added 03/16/12
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Lipper Weekly U.S. Fund Flows Video Series - March 14, 2012

[LESS INFO] 4 VIEWS | ADDED 06:00:00 03/16/12
Lipper's Jeff Tjornehoj discusses the week's flows trends and surprises.

Lipper Weekly U.S. ...
4 Views
07:00:00 03/02/12

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended February 29, 2012. Despite lacklustre volume, investors were finally able to hold the Dow abo...

Lipper Weekly U.S. Fund Flows Video Series - February 29, 2012

Added 03/02/12
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Lipper Weekly U.S. Fund Flows Video Series - February 29, 2012

[LESS INFO] 4 VIEWS | ADDED 07:00:00 03/02/12
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended February 29, 2012. Despite lacklustre volume, investors were finally able to hold the Dow above 13,000 on Tuesday as the perception of the U.S. economy continued to improve. Although the index ended the week back below the coveted mark, mutual fund and ETFs investor seemed to share in the optimism as they injected $3.8 billion into the fund business. Overall, equity funds drew the majority of interest with net inflows of $7.5 billion. ETFs accounted for all the positive feelings as they posted gains of $7.7 billion—a stark comparison to their mutual fund brethren who continued to struggle with weekly outflows of $260 million. Taxable bond funds boasted their eleventh week of inflows with $3.0 billion as investors were once again split between investment grade funds (+$970 million) and High Yield (+$565 million) offerings. Municipal bond funds (+$357 million) posted net inflows for the week while money market funds pushed roughly $7.1 billion out their doors. Alternative asset classes also fared well as precious metal commodity funds drew in nearly $1.0 billion for the week—their largest weekly inflow since November 23, 2011.

Lipper Weekly U.S. ...
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07:00:00 02/24/12

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended February 22, 2012. Although the Dow closed above 13,000 for the first time since May 2008...

Lipper Weekly U.S. Fund Flows Video Series - February 22, 2012

Added 02/24/12
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Lipper Weekly U.S. Fund Flows Video Series - February 22, 2012

[LESS INFO] 4 VIEWS | ADDED 07:00:00 02/24/12
Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended February 22, 2012. Although the Dow closed above 13,000 for the first time since May 2008, confusion (still) surrounding the Greek debt problem prompted equity mutual fund investors to contribute a paltry $1.3 billion this week. Curiously, large-cap growth funds were one of the stronger strategies this week, perhaps indicating a burgeoning appetite for risk taking. Overall, the conventional fund business experienced net inflows of $8.6 billion. Taxable bond funds (+$4.1 billion) continued to gain, particularly high yield products (+$700 million). Investors also looked favorably on municipal offerings as the group posted their twelfth consecutive week of inflows at $800 million. Money market fund investors added $2.4 billion for the week as institutions backed away from government paper.

Lipper Weekly U.S. ...
7 Views
07:00:00 02/17/12

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended February 15, 2012. Mixed movements in the market and a brief sign of weakness in Apple’s...

Lipper Weekly U.S. Fund Flows Video Series - February 15, 2012

Added 02/17/12
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Lipper Weekly U.S. Fund Flows Video Series - February 15, 2012

[LESS INFO] 7 VIEWS | ADDED 07:00:00 02/17/12
Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended February 15, 2012. Mixed movements in the market and a brief sign of weakness in Apple’s stock pushed investors to takes profits as equity mutual funds(-$279 million) experienced redemptions for the week ended February 15, 2012. This was the first period in the last six where the asset class found itself dipping into its coffers to pay investors. Overall, the conventional fund business experienced net inflows of $3.5 billion. Taxable bond funds (+$4.6 billion) helped overcome the equity outflows as investors continued to pour money into both corporate investment grade debt funds (+$1.4 billion) and high yield products (+$884 million). Investors also continued to look favorably on municipal offerings as the group posted their eleventh consecutive week of inflows at $1.0 billion. Money Market fund investors redeemed $1.8 billion for the week as they showed less favor for Treasury and government backed paper.

Lipper Weekly U.S. ...
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07:00:00 01/27/12

The Market cheered the news that the Fed planned to keep interest rates low through late 2014 and that better-than-expected earnings and guidance was reported from...

Lipper Weekly U.S. Fund Flows Video Series - January 25, 2012

Added 01/27/12
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Lipper Weekly U.S. Fund Flows Video Series - January 25, 2012

[LESS INFO] 11 VIEWS | ADDED 07:00:00 01/27/12
The Market cheered the news that the Fed planned to keep interest rates low through late 2014 and that better-than-expected earnings and guidance was reported from the likes of Apple, IBM, and Microsoft. Investors injected $7.7 billion into equity funds (including ETFs), $6.2 billion into fixed income funds (the largest weekly inflows since November 2009), and $0.5 billion into tax-exempt bond funds for the week ended January 25, 2012. However, money market fund outflows of $19.2 billion overwhelmed the inflows of the other macro-groups, leaving investors net redeemers of fund assets to the tune of $4.8 billion. Equity ETFs accounted for $6.6 billion of the net new money for the week, while open-end equity funds (+$1.1 billion) experienced their third consecutive week of inflows, with the four-week moving average returning to the black (+$0.3 billion) for the first week since September 7, 2011--a signal that investor interest in equity funds is gaining momentum.

Lipper Weekly U.S. ...
7 Views
07:00:00 01/20/12

Rising optimism in U.S. equity markets continued to draw investors off the sidelines as mutual funds reported net outflows of $2.9 billion for the week. Once adjus...

Lipper Weekly U.S. Fund Flows Video Series - January 18, 2012

Added 01/20/12
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Lipper Weekly U.S. Fund Flows Video Series - January 18, 2012

[LESS INFO] 7 VIEWS | ADDED 07:00:00 01/20/12
Rising optimism in U.S. equity markets continued to draw investors off the sidelines as mutual funds reported net outflows of $2.9 billion for the week. Once adjusted for the effects of money market activity (-$7.3 billion) the totals looked a bit more promising at inflows of $4.4 billion. Equity funds recorded inflows of roughly $800 million while taxable bond funds added $2.6 billion mostly between High Yield (+$796 million) and Investment Grade (+$640 million) products. Municipal bond funds continued to build momentum with roughly $1 billion in new assets—their second week at such a level.

Lipper Weekly U.S. ...
11 Views
07:00:00 01/13/12

Jeff Tjornehoj discusses weekly flows in funds and ETFs for the week ended January 11, 2012.

Lipper Weekly U.S. Fund Flows Video Series - January 11, 2012

Added 01/13/12
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Lipper Weekly U.S. Fund Flows Video Series - January 11, 2012

[LESS INFO] 11 VIEWS | ADDED 07:00:00 01/13/12
Jeff Tjornehoj discusses weekly flows in funds and ETFs for the week ended January 11, 2012.

Lipper Weekly U.S. ...
7 Views
07:00:00 01/06/12

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 4, 2012. After a quiet end to 2011 the first day of the New Year brought optimism to ...

Lipper Weekly U.S. Fund Flows Video Series - January 4, 2011

Added 01/06/12
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Lipper Weekly U.S. Fund Flows Video Series - January 4, 2011

[LESS INFO] 7 VIEWS | ADDED 07:00:00 01/06/12
Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 4, 2012. After a quiet end to 2011 the first day of the New Year brought optimism to the markets with global manufacturing data showing positive signs of life. Unfortunately the mood did not translate into positive flows as mutual fund and ETF investors were net redeemers of roughly $3.1 billion. Equity funds accounted for half of all outflows, giving back $2.7 billion for the week. ETFs accounted for the most activity as the iShares MSCI EAFE Index ETF (EFA) drew in roughly $513 million and the SPDR S%P 500 Index ETF (SPY) posted net outflows of $1.1 billion. Taxable bond funds (+$1.7 billion) extended their inflow streak to three weeks, with investors continuing to show preference for quality over risk. Corporate investment grade bond funds attracted $1.1 billion in net new assets while mortgage funds followed suit with $257 million. Money market funds recorded their second consecutive week of outflows with $2.6 billion in net redemptions. Despite strong inflows for November and December the group ended the year down with approximately $146.3 billion in outflows. Lastly, municipal bond funds continued to draw assets with $523 million, ending 2011 with inflows for 16 of the past 18 weeks.

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Lipper Weekly U.S. Fund Flows Video Series - Ja...

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Lipper Weekly U.S. Fund Flows Video Series - January 25, 2012
01/27/12

The Market cheered the news that the Fed planned to keep interest rates low through late 2014 and that better-than-expected earnings and guidance was reported from the likes of Apple, IBM, and Microsoft. Investors injected $7.7 billion into equity funds (including ETFs), $6.2 billion into fixed income funds (the largest weekly inflows since November 2009), and $0.5 billion into tax-exempt bond funds for the week ended January 25, 2012. However, money market fund outflows of $19.2 billion overwhelmed the inflows of the other macro-groups, leaving investors net redeemers of fund assets to the tune of $4.8 billion. Equity ETFs accounted for $6.6 billion of the net new money for the week, while open-end equity funds (+$1.1 billion) experienced their third consecutive week of inflows, with the four-week moving average returning to the black (+$0.3 billion) for the first week since September 7, 2011--a signal that investor interest in equity funds is gaining momentum.