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Monday Morning Memo: U.S. ETF Industry Review, February 2025 February 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile market environment in which ... Find Out More
Weekly Aggregates Report | March. 14, 2025 To download the full Weekly Aggregates report click here. Please note: if you use our earnings data, please source "LSEG I/B/E/S". The Weekly ... Find Out More
This Week in Earnings 24Q4 | March. 14, 2025 To download the full This Week in Earnings report click here. Please note: if you use our earnings data, please source "LSEG ... Find Out More
S&P 500 Earnings Dashboard 24Q4 | March. 14, 2025 Click here to view the full report. Please note: if you use our earnings data, please source "LSEG I/B/E/S".   S&P 500 Aggregate ... Find Out More
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Is the January effect in US fixed income a myth or a market reality?

Highlights US fixed income markets show higher January returns, but statistical tests confirm no significant “January effect.” Fund flows shift seasonally, with investors moving from money markets to bonds in January. September is the real outlier, showing a statistically significant decline across US Treasuries and investment-grade bonds. What is the January effect? January effect is a well-known market anomaly, where stocks—especially small caps—experience higher monthly performance in January than during the remaining months of the year. Recent data shows that the January effect in stock markets has become less pronounced over time. But there’s been far less research into whether US
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AmericasFixed IncomeFund FlowsFund FlowsFund IndustryFund IndustryFund InsightUSA
Mar 5, 2025
posted by Jack Fischer

Policy is Not Performance

That 2024 was the year for US equities will shock no one, with all eyes on the Magnificent Seven stocks. Investors have been transfixed by AI, and the US mega caps are believed best positioned to deliver them. Nevertheless, this run is more than a gargantuan “meme” run, with the likes of Amazon, Alphabet, and Nvidia delivering strong earnings, and consensus being that they will continue to do so. To hedge my bets, that’s not a recommendation either way: consensus has often been wrong footed, from the global financial crisis way back to Tulipmania. However, UK fund investors’ 2024 can
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Fund FlowsFund IndustryFund InsightLipperLipper for Investment ManagementLipper UK Fund FlowsLSEG Lipper
Feb 18, 2025
posted by Dewi John

Hong Kong MPF Soared 8.3% On Average In 2024

Key Benchmarks Performance US stock markets corrected from record high in December of 2024. Dow Jones Industrial Index and S&P 500 Index slumped 5.3% and 2.5%, while NASDAQ Composite Index rose 0.5%. Hong Kong Hang Seng Index soared 3.3% in December of 2024 and rallied 17.7% for the whole year of 2024(as of 2024/12/31). China’s Shanghai Composite Index rose 0.8% in December of 2024 and rallied 12.7% for the whole year of 2024 (as of 2024/12/31). For the whole year of 2024(as of 2024/12/31), US NASDAQ Composite Index soared 28.6% and became the top leading key benchmark all over global
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AsiaAsia PacificFund IndustryFund IndustryFund InsightFund MarketLipperLipper for Investment ManagementLSEG Lipper
Jan 21, 2025
posted by Xav Feng

Taiwan Market Hit A Record High And RFS TW Funds Had A Harvest Year Of 2024

Key Benchmarks Performance Taiwan market hit a record high in 2024. The key benchmark of Taiwan Stock Exchange Weighted Index had rallied by 28.5% (5,104.29 points in the year of 2024 which was the highest point gain in a single year, and the percentage gain was the highest since 2009). The Taiex’s percentage gain was the second highest in the world, trailing only the tech-heavy Nasdaq Composite index. This remarkable performance was followed by US S&P 500 (+23.3%), Japan’s Nikkei 225(+19.2%), Hong Kong’s Hang Seng Index (+17.7%), and Singapore’s Straits Times Index (+16.9%), while Korea and Brazil were underperforming ones.
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AsiaAsia PacificFund IndustryFund IndustryFund InsightFund MarketFund PerformanceFundMarket Insight ReportLipperLipper for Investment Management
Jan 21, 2025
posted by Xav Feng

European Fund Flow Trends Report, November 2024

The European fund industry enjoyed inflows over the course of November 2024. These inflows occurred in a positive market environment. While most equity markets were on the rise despite the high valuations of the market leaders over the course of the month, some bond segments faced the impacts from rising rates as yield curves have somewhat started to normalize. This might also be the reason why investors are somewhat nervous and reacting quickly on any news that may impact the current market environment negatively. That said, the election of Donald Trump as the next US president had a positive impact
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EuropeFeaturedFund FlowsFund IndustryLipperLSEG LipperRegion
Dec 31, 2024
posted by Detlef Glow

Friday Facts: The Dark Side of the European ETF Industry

Within the current market environment in the European ETF industry where the estimated net inflows are at a record high level and assets under management (AUM) are moving from one all-time-high to the next, one may think that it must be easy for ETF promoters to participate from the trend toward ETFs. Frankly speaking, nothing could be farther from the truth than such a statement. The European ETF industry is highly concentrated at the assets under management and the fund flows level. This means that the vast majority of assets are held by a small number of ETF promoters. The
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EducationETFsETFsEuropeFriday FactsFund IndustryLipperLSEG LipperMarket & Industry InsightRegion
Dec 6, 2024
posted by Detlef Glow

Friday Facts: The Global ETF Industry is in a Gold Rush

A view of the estimated net sales of exchange traded funds (ETFs) shows that the industry has enjoyed very strong estimated net inflows (+$1.229.3 bn) over the course of the first 10 months of 2024. Obviously, estimated net inflows of more than $1.2 bn are a big number on their own, but putting this into perspective, the inflows into ETFs globally nearly equal the assets under management held in ETFs in Ireland ($1.575,2 bn), the second largest ETF domicile in the world at the end of December. That said, based on preliminary numbers, the assets under management in the global
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ETFsETFsFriday FactsFund FlowsFund IndustryGlobalLipperLSEG LipperMarket & Industry InsightRegion
Nov 15, 2024
posted by Detlef Glow

Seven Fund Families and 62 Top-Performing Funds Honoured at the 2024 Canadian LSEG Lipper Fund Awards

  Toronto November 6, 2024:  LSEG Lipper unveiled the results of the acclaimed 2024 Canadian LSEG Lipper Fund Awards. These annual awards shine the spotlight on the asset management industry and recognize the funds that have consistently delivered strong risk-adjusted returns against its peers. This event gathered investment professionals, industry experts, and journalists from all over the country to help us acknowledge and celebrate the success of portfolio managers and the individuals who support them. A Tried & True Quantitative Approach. The LSEG Lipper award winners are not simply determined by picking the funds with the highest returns within classifications
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AmericasETFsFeaturedFixed IncomeFund IndustryFund IndustryFund InsightFund MarketFund PerformanceLipperLipper Fund AwardsLSEG LipperPress ReleaseRefinitiv Lipper
Nov 7, 2024
posted by Jack Fischer

Monday Morning Memo: European Fund Flow Trends Report, September 2024

The European fund industry enjoyed inflows over the course of September 2024. These inflows occurred in a positive market environment. Equity markets were rising further despite the high valuations of the market leaders. This might also be the reason why investors are somewhat nervous and reacting quite fast on any news that may impact the current market environment negatively. An example of this was the short-term market turmoil in August when investors had to unwind their yen-based carry trades after the yen increased sharply in value compared to the U.S. dollar. This is not only true for economic news, as
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EuropeFund FlowsFund IndustryLipperLSEG LipperMonday Morning MemoRegion
Oct 21, 2024
posted by Detlef Glow

US Responsible Investments Fund Market Statistics for September–Lipper Analysis

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for September 2024.   Loading
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AmericasESGFeaturedFund FlowsFund IndustryFund MarketFund PerformanceLSEG LipperMutual Funds & ETP SnapshotRegionThought Leadership
Oct 17, 2024
posted by Otto Christian Kober

Monday Morning Memo: European Fund Flow Trends Report, August 2024

The European fund industry enjoyed inflows over the course of August 2024. These inflows occurred in a positive market environment. Nevertheless, equity markets looked somewhat vulnerable given the high valuations of the market leaders. With regard to this, it is not surprising that investors are nervous and reacting quite fast on any news that may impact the current market environment negatively. This is not only true for economic news, as the geopolitical tensions in the Middle East, especially the developments around the Red Sea, are seen as a risk for the general economic growth in Western countries since a number
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EuropeFund FlowsFund IndustryLipperLSEG LipperMonday Morning MemoRegion
Sep 16, 2024
posted by Detlef Glow

Weekly U.S. Fund Market Review – 08/23/2024

After some down time, we are bringing back weekly analysis of the U.S. fund market. In this weekly piece I’ll be touching on market events, FTSE Russell index performance, and overall trends using LSEG Lipper data—focusing more on the fixed income fund market. The general layout will go as follows: a recap of relevant macro events, followed by a table summary of the latest fund market data, then lastly some commentary. The commentary will either focus on the overall weekly numbers or a specific classification/macro-group trends. If there are any follow-up questions on the data/products presented or specific insights you’d
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AmericasFund FlowsFund FlowsFund Flows ChatFund IndustryFund IndustryFund InsightFund MarketLipperLipper at Refinitiv
Aug 26, 2024
posted by Jack Fischer
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