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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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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

U.S. Weekly FundFlows Insight Report: Money Markets Report Weekly Outflow of $118.5 Billion, Third Largest On Record

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 17, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth week in five, removing an astonishing $143.5 billion—the largest weekly outflow since the week ending September 16, 2009. Alternative investments (+$117 million) was the only group to attract inflows since last Thursday. Money market funds (-$118.5 billion), equity funds (-$19.5 billion), taxable bond funds (-$3.2 billion), municipal bond funds (-$1.5 billion),
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AmericasCanadaETFsETFsEverything FlowsFeaturedFixed IncomeFund FlowsFund FlowsFund IndustryFund IndustryFund InsightFund MarketLipperLipper at RefinitivLipper Global Fund FlowsLipper US Fund FlowsLSEG LipperMarket & Industry Insight
Apr 18, 2024
posted by Jack Fischer

Short-Duration: Key Driver In Fixed Income Q1 Performance

Fixed income funds realized a return of positive 0.50% on average during the first quarter of 2024, marking their second straight quarterly gain and fifth plus-side quarterly return in their last six. Outside of Emerging Markets Hard Currency Debt Funds which saw nice gains thanks to a strong dollar, floating-rate and higher yielding funds were the top performers during the first quarter of 2024.
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AmericasETFsETFsEverything FlowsFeaturedFixed IncomeFund FlowsFund IndustryFund IndustryFund InsightFund MarketFund PerformanceLipper at RefinitivLipper Global Fund FlowsLipper US Fund FlowsLSEG LipperMacro InsightMarket & Industry InsightNorth AmericaThought Leadership
Apr 17, 2024
posted by Jack Fischer

U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment-Grade ETFs Set Record Weekly Inflows, Attracting $3.5 Billion

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7 billion. Taxable bond funds (+$6.0 billion), alternative investments (+$571 million), and tax-exempt bond funds (+$415 million) reported weekly inflows. Money market funds (-$35.3 billion), equity funds (-$1.0 billion), commodities funds (-$207 million), and mixed-assets funds (-$168 million) suffered outflows over the week. Money market
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ETFsEverything FlowsFund FlowsFund IndustryFund InsightFund MarketLipper at RefinitivLipper Global Fund FlowsLipper US Fund FlowsLSEG Lipper
Apr 11, 2024
posted by Jack Fischer

Large-Cap and Growth-Oriented Funds Underpin Another Strong Quarter for Equities

  Equity mutual funds and ETFs celebrated their fifth quarterly gain in six—with the average equity fund (+6.92%) posting its second straight quarterly plus-side return. LSEG Lipper’s U.S. Diversified Equity Funds (+9.07%) outpaced the other seven equity and mixed-assets macro-classifications for the first quarter since Q2 2023. Q1 2024 had actively managed equity funds (+7.09%) outperform their passive (+5.95%) counterparts by 114 basis points (bps), marking the fourth largest quarterly outperformance by active management since the start of 2013. In this segment, I provide a market recap plus highlight the quarterly and monthly performance results for conventional equity mutual funds
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AmericasETFsETFsEverything FlowsFeaturedFund FlowsFund FlowsFund Flows ChatFund IndustryFund IndustryFund InsightFund Manager ChatFund MarketFund PerformanceLipperLipper at RefinitivLipper for Investment ManagementLipper from RefinitivLipper US Fund FlowsLSEG LipperMacro InsightMarket & Industry InsightMarket VoiceRefinitiv Lipper
Apr 9, 2024
posted by Jack Fischer

TAX-EXEMPT BOND FUNDS HIT SECOND HIGHEST QUARTERLY RETURN AS FIXED INCOME REBOUNDS FROM Q3 LOSS

Fixed income funds realized a return of positive 6.06% on average during the fourth quarter of 2023, marking a rebound from their third quarter loss (-1.70%). Fixed income funds have now reported four quarterly gains in the last five. Tax-exempt bond funds (+6.79%) outperformed taxable bond funds (+5.81%) for the first time all year as they recorded their second largest quarterly return on record, trailing only Q3 2009 (+7.73%). Despite the nearly 100 basis point (bps) outperformance, taxable bond funds returned their highest quarterly return since Q2 2020. Summary: All 51 Lipper fixed income classifications ended the fourth quarter with
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AmericasETFsFeaturedFixed IncomeFund IndustryFund InsightFund MarketLipper at RefinitivLipper for Investment ManagementLipper from RefinitivLipper US Fund FlowsRefinitiv Lipper
Jan 9, 2024
posted by Jack Fischer

U.S. Weekly FundFlows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow of the Year

The data sourced in the article below is derived from Lipper’s Global Fund Flows application which may differ slightly from the Lipper US Fund Flow data due to timing and methodology. This new application can be found on LSEG Workspace. During LSEG Lipper’s fund-flows week that ended September 13, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third straight week, adding a net $18.7 billion. Equity funds (+$9.6 billion), money market funds (+$9.4 billion), and taxable bond funds (+$961 million) registered inflows, while alternatives funds (-$637 million), tax-exempt bond funds (-$306
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ETFsFixed IncomeFund FlowsFund FlowsFund IndustryFund IndustryFund InsightLipperLipper Alpha ForumLipper at RefinitivLipper for Investment ManagementLipper US Fund Flows
Sep 14, 2023
posted by Jack Fischer

U.S. Weekly FundFlows Insight Report: Municipal Bond ETFs Attract Second-Largest Weekly Inflow of 2023

During LSEG Lipper’s fund-flows week that ended August 30, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third week in four, adding a net $7.5 billion. Equity funds (-$4.6 billion) and taxable bond funds (-$217 million) observed weekly outflows, while money market funds (+$11.9 billion) and tax-exempt bond funds (+$408 million) registered inflows. Index Performance At the close of LSEG Lipper’s fund-flows week, U.S. broad-based equity indices reported positive returns—the Russell 2000 (+1.77%), Nasdaq (+2.17%), S&P 500 (+1.78%), and DJIA (+1.21%) were all in the black. This was the second consecutive
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ETFsEverything FlowsFund FlowsFund FlowsFund IndustryFund InsightLipper at Refinitiv
Aug 31, 2023
posted by Jack Fischer

U.S. Weekly FundFlows Insight Report: Municipal Bond ETFs Record Fifth-Largest Weekly Inflow on Record

During LSEG Lipper’s fund-flows week that ended July 19, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in three, adding in a net of $2.9 billion. Equity funds (-$2.3 billion) observed weekly outflows, while money market funds (+$902 million), tax-exempt bond funds (+$1.0 billion), and taxable bond funds (+$3.2 billion) registered inflows on the week. Index Performance At the close of LSEG Lipper’s fund-flows week, U.S. broad-based equity indices reported positive returns—the Russell 2000 (+2.66%), Nasdaq (+3.15%), S&P 500 (+2.09%), and DJIA (+2.08%) were all in the black. This
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ETFsEverything FlowsFixed IncomeFund FlowsFund FlowsFund IndustryFund InsightFund MarketLipperLipper at Refinitiv
Jul 20, 2023
posted by Jack Fischer

SHORT-DURATION FUNDS CONTINUE THEIR DOMINANCE IN THE FACE OF OUTFLOWS

  Fixed income funds realized a return of positive 0.23% on average during the second quarter of 2023, marking the third straight positive quarterly performance. The last time fixed income funds registered three straight quarters of positive performance was from Q2 2020 to Q4 2020. Of the 51 Lipper fixed income classifications, only 23 ended the second quarter with gains—down from 50 last quarter. Flexible Income Funds, Specialty Fixed Income Funds, Emerging Markets Hard Currency Debt Funds, and Ultra-Short Obligation Funds were the only Lipper classifications to outperform their first quarter returns. Summary: Taxable bond funds (+0.28%) outperformed tax-exempt bond
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Fund FlowsFund IndustryFund InsightFund MarketLipper at RefinitivLSEG Lipper
Jul 10, 2023
posted by Jack Fischer

Growth Funds Dominate First Half Performance but Lead in Outflows

Lipper assigns funds both capitalization and size based on our quantitative Holdings-Based Classification (HBC) model. We’ve written about this in the past (Overview & Expansion). The results of this model help build peer groups based on specific metrics of the underlying holdings, thus creating our 12 domestic HBC classifications. These 12 classifications are the combinations of four size buckets (large, multi, mid, and small) paired with three style assignments (growth, core, and value). 2022 was a tough year for the majority of asset classes, but growth stocks suffered greatly. Lipper’s Large-Cap Growth Funds (-31.51%), Multi-Cap Growth Funds (-32.92%), Mid-Cap Growth
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AmericasETFsEverything FlowsFund FlowsFund FlowsFund IndustryFund IndustryFund InsightLipper Alpha ForumLipper at RefinitivLSEG Lipper
Jun 26, 2023
posted by Jack Fischer

Mid-year investment outlook: Four key trends moving markets

The global economy remains resilient and the tightening of monetary policy by most central banks could start to bear fruit, while inflation begins to move towards target levels. But what does this mean for equities and bonds? Read our Mid-year investment outlook as we explore the challenges and opportunities dominating markets. Key takeaways: The 60/40 portfolio: Following the unusual correlation of equities and bonds in 2022, is the 60/40 portfolio a strategy that is still fit for purpose? Value versus growth investing: Are both strategies just as popular as each other for identifying stocks with the potential for strong returns while minimising
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Fund IndustryFund InsightLipperLipper at RefinitivLipper from RefinitivLSEG Lipper
Jun 23, 2023
posted by Lipper Alpha Insight
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