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

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

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 January 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 January 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 January 2025.   Loading

Flows Turn Positive After Two Years in Red Executive Summary   Aggregate flows for the year were £27.78bn (£16.29bn, ex MMFs). Bond funds enjoyed the largest absolute flows, netting £13.7bn. Active funds suffered outflows of £815m (considerably down on 2023’s redemptions of £76.59bn), while passive mutual funds took £25.24bn and ETFs attracted £3.36bn. Equity US netted £19.54bn, dwarfing not just the flow to equity funds overall, but also exceeding the inflows to all long-term investment funds. This was predominantly to active strategies. Equity UK lost £20.89bn, with £15.13bn of this from active strategies. Equity UK Income (-£6.12) and Equity UK