Jul 18, 2016
U.S. FundFlows Insight Report: Fund Investors Stay Conservative in June, but APs Add Risk
For the third month in a row investors were net redeemers of fund assets, pulling out a net $6.2 billion from the conventional funds business (excluding ETFs) for June.
Jul 17, 2016
Monday Morning Memo: European investors switch to risk-off mode in June 2016
European Fund-Flow Trends, June 2016 European investors anticipated market turmoil from the “Brexit” vote in the United Kingdom during June; they sold equity (-€19.2 bn) and mixed-asset funds (-€4.0 bn),
Jul 07, 2016
Fixed Income Funds Post Gains Across the Board for a Second Consecutive Quarter
Following a strong Q1 2016 (+5.39%), Thomson Reuters Lipper’s General U.S. Treasury Funds classification posted a gain of 3.70% for Q2. High Yield Funds (+4.16%) posted the highest gain among
Jul 05, 2016
The Month in Closed-End Funds: June 2016
For the fourth consecutive month both equity CEFs and fixed income CEFs on average witnessed plus-side performance on a NAV basis (+1.77% and +1.90%, respectively).
Jul 05, 2016
Despite the Brexit Vote, Equity Funds Post a Plus-Side Return for Q2
For the quarter 74 of Lipper’s 96 equity and mixed-equity fund classifications posted positive returns. For the second consecutive quarter the Sector Equity Funds macro-classification (+6.56%) outpaced the other three broad equity groupings.
Jun 26, 2016
Monday Morning Memo: Review of the European ETF Market, May 2016
After a rough start for the year 2016 the assets under management in the European exchange-traded fund (ETF) industry recovered during April (+€8.1 bn) and May (+€9.0 bn) to €454.6
Jun 23, 2016
Fund Investors Remain Focused on Fixed Income Funds in May
Some investors became a little skittish in May, focusing on the upcoming Brexit vote and slowing global growth concerns, preferring to stay on the sidelines or search for safe-haven assets.
Jun 19, 2016
Monday Morning Memo: Fund Flows May 2016: European investors shy away from equities
European Fund-Flow Trends, May 2016 The European fund industry enjoyed for May the third consecutive month with net inflows (+€1.3 bn) into long-term mutual funds. With regard to the overall
Jun 07, 2016
Fondsmarkt Deutschland: Fondsschließungen, – Fusionen und -Neuauflagen Q1 2016
Zusammensetzung des Deutschen Fondsmarktes Das Kuchendiagramm zeigt die Verteilung der in Deutschland zum öffentlichen Vertrieb zugelassenen Publikumsfonds nach Anlagekategorien. Das größte Segment sind Aktienfonds mit einem Marktanteil von 44%. In
Jun 05, 2016
Launches, Liquidations, and Mergers in the European Mutual Fund Industry, Q1 2016
Detlef Glow, Lipper's head of EMEA research, reviews the activity of the European mutual fund industry with regards to fund launches, mergers and liquidations over the course of Q1 2016.