Oct 23, 2016
Monday Morning Memo: Emerging markets are European investors’ darlings
European Fund-Flow Trends, September 2016 September showed a positive picture for the European fund industry, since equity funds (-€0.1 bn) were the only asset type that faced net outflows in
Oct 23, 2016
Thomson Reuters Lipper U.S. Mutual Funds & ETFs Q3 2016 Snapshot
Despite concerns over an imminent Federal Reserve rate hike and uncertainty over the upcoming U.S. presidential election, total net assets (TNA) in the conventional funds business (excluding ETPs and VIPs)
Oct 18, 2016
Global Fund Market Statistics Report for September: Thomson Reuters Lipper Analysis
Fund Market Overall Assets under management in the global collective investment funds market grew US$167.6 billion (+0.5%) for September and stood at US$37.40 trillion at the end of the month.
Oct 18, 2016
U.S. Fund Investors and APs Give a Cold Shoulder to World Equity Funds in September
For the twenty-first consecutive month the mixed-asset target date funds subgroup attracted net new money, taking in slightly more than $5.9 billion for September.
Oct 16, 2016
Monday Morning Memo: Review of the European ETF Market, September 2016
Negative market impacts led—in spite of net inflows—to lower assets under management in the European ETF industry (€480.1 bn for September, down from €480.4 bn at the end of August). The decrease of €0.3 bn for September was mainly driven by negative market impacts (-€2.4 bn), while net sales contributed a positive €2.1 bn to the assets under management in the ETF segment
Oct 05, 2016
Fixed Income Funds Slow Down in the Third Quarter
Treasury funds slipped during the third quarter, with only the funds in Thomson Reuters Lipper’s Inflation-Protected Bond Funds classification posting a gain (+1.17%). High Yield Funds (+4.65%) posted the highest
Oct 04, 2016
The Month in Closed-End Funds: September 2016
Fixed income CEFs (-0.36%) posted their first negative market-based return in ten months.
Oct 03, 2016
Equity Funds Post for Q3 Their Fourth Consecutive Quarter of Plus-Side Returns
Hawkish statements from Federal Reserve officials in the following week, ahead of the September FOMC meeting, led to one of the worst one-day slides since the “Brexit” vote, reigniting Wall Street’s fears of an end to easy money.
Sep 25, 2016
Monday Morning Memo Review of the European ETF Market, August 2016
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for August in a prospering market environment. Increasing markets lifted the assets under management in the European ETF industry from €473.5
Sep 20, 2016
Fund Investors Prefer Fixed Income in August, but APs Keep the Equity Pedal to the Metal
While some income-oriented assets remained in play, once again authorized participants (APs) were more willing to put on risk for the month than was the average retail investor.