May 22, 2016
Monday Morning Memo: European Fund-Flow Trends, April 2016
Bonds are European investors’ darlings After a bumpy start to the year 2016 the European fund industry enjoyed a second month with net inflows (+€13.0 bn) into long-term mutual funds
May 12, 2016
U.S. FundFlows Insight Report: Fund Investors Embrace Fixed Income Funds in April
For the first month in three investors were net redeemers of fund assets, pulling out a net $35.7 billion from the conventional funds business (excluding ETFs) for April.
May 03, 2016
The Month in Closed-End Funds: April 2016
For the second consecutive month equity CEFs and fixed income CEFs on average witnessed plus-side performance on a NAV basis (+3.25% and +2.01%, respectively).
May 01, 2016
Monday Morning Memo: Review of the European Fund Market, First Quarter 2016
Detlef Glow, Thomson Reuters head of Lipper EMEA research, reviews the changes in assets under management and the fund flows in the European fund industry during the first quarter 2016.
Apr 27, 2016
Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2016 Snapshot
Investors began 2016 on a nervous note, with concerns of stubbornly low oil and commodity prices, the strengthening U.S. dollar, and a possible recession and slowing global growth being ever present during the first half of the first quarter. However, the second half brought optimism, despite a deadly terror attack in Belgium in late March. Oil prices rose, the Federal Reserve took a more cautious approach to interest rate hikes, and the dollar experienced its largest quarterly decline since 2010. Total net assets (TNA) in the conventional funds business (not including exchange-traded products [ETPs] and variable insurance products [VIPs]) remained above the $15-trillion mark for Q1, rising $95.4 billion from Q4 2015.
Apr 24, 2016
Monday Morning Memo: Review of the European ETF Market, March 2016
Detlef Glow, Thomson Reuters Lipper's head of EMEA research, reviews the fund flows in the European ETF market during March 2016.
Apr 18, 2016
U.S. FundFlows Insight Report: World Equity Funds Fall Out of Favor in March
For the second month in a row investors were net purchasers of fund assets, although injecting only a net $2.0 billion into the conventional funds business (excluding ETFs) for March.
Apr 17, 2016
Monday Morning Memo: European Fund-Flow Trends, March 2016
European investors search for yield in bond sectors After two months of rough market conditions the European fund industry enjoyed net inflows of €13.6 bn into long-term mutual funds during
Apr 05, 2016
Dovish Fed Sends Bond Funds Flying Higher
When the Federal Reserve met March 15 and 16 and once again declined to raise interest rates (dot plots now show it plans to raise rates just twice in 2016,
Apr 04, 2016
The Month in Closed-End Funds: March 2016
For the month 98% of all CEFs posted NAV-based returns in the black, with 100% of equity CEFs and 97% of fixed income CEFs chalking up returns in the plus column.