Bond Market’s Turbulence On April 2, Trump unexpectedly announced indiscriminate high “reciprocal tariffs,” triggering an unprecedented storm in the global financial markets. The global stock and bond markets suffered an epic bloodbath, with no one spared. U.S. stocks experienced their largest single-day drop since the onset of the COVID-19 pandemic in 2020, with the Dow Jones Industrial Average losing over $6 trillion in market value. The S&P 500 and Nasdaq indices fell more than 20% from their peak in December last year, entering a technical bear market. Asian stock markets, including Taiwan and Hong Kong, saw single-day declines exceeding 10%.

Key Benchmarks Performance Hong Kong’s stock market kept its resilient path, and its stock market benchmark of Hang Seng Index rose 0.8% for March Brazil’s Sao Paulo and India’s BSE SENSEX Index rallied 5.9% and 5.8%, respectively, taking the leading positions among all global markets, while US Philadelphia Semiconductors, NASDAQ Composite and S&P 500 Index plunged 10.4%, 8.2% and 5.8% in March. China Shanghai Composite Index rose 0.4% in March but posted negative return of 0.5% for the year-to-date period. For the year-to-date period (as of 2025/3/31), Hong Kong continued being the best outperforming market and posted 15.3% positive return

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 global responsible investments conventional funds and exchange-traded products for February 2025.   Loading

In this issue of LSEG Lipper’s US 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 February 2025.   Loading

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for US conventional funds and exchange-traded products for February 2025.   Loading

In this issue of LSEG Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for February 2025.   Loading

Equity Vietnam RFS Taiwan Performance Analysis Global stock markets have been fluctuated by Trump’s tariff war. In the Southeast Asian market, Vietnam stands out with its strong economic growth, and domestic Vietnam equity funds have also benefited from it. According to LSEG Lipper’s statistics, there are a total of 4 Equity Vietnam registered for sale in Taiwan, of which 3 are actively managed funds and 1 is a passive ETF. For the year-to-date period as of March 17, 2025, Equity Vietnam posted an average performance of 2.9%, and the average performance over the past year is as high as 10.9%.

Key Benchmarks Performance Hong Kong’s stock market is turning into one of the biggest winner of Donald Trump’s chaotic first 50 days in office. Its stock market benchmark of Hang Seng Index has surged 13.4% for February and 14.4% for the year-to-date period (as of 2025/2/28), making it one of the world’s top performer. China Shanghai Composite Index also rose 2.2% in February but posted negative return of 0.9% for the year-to-date period. US S&P 500, Dow Jones Industrial Average and NASDAQ Composite Index fell behind and posted negative return of 1.4%, 1.6% and 4.0%, separately for February. European markets,

Headlines are grim for sustainable investments. But headlines are frequently misleading. To paraphrase Mark Twain, the figures suggest reports of its death may be somewhat premature. First of all, though, a caveat: how one defines “sustainable” greatly affects the calculation, as does the market on which one focuses. Here I’m focusing on the UK market, with a rather restricted definition of “sustainable”: all SFDR Article 9 funds plus those containing indicative sustainable keywords in the name. This gives a narrower universe than, for instance, including all integration-based strategies. What does the data show? Equities finished 2024 as the most successful

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

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 Pan-Asian conventional funds and exchange-traded products for December 2024.   Loading

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 global responsible investments conventional funds and exchange-traded products for January 2025.   Loading