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Russell 2000 Earnings Dashboard 24Q4 | January. 31, 2025 Click here to view the full report. Please note: if you use our earnings data, please source "LSEG I/B/E/S". Russell 2000 Aggregate ... Find Out More
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Finding the Value in UK All Companies

Using the Lipper Leaders scoring system to analyse the best performing funds in the IA UK All Companies sector.   The top seven funds in the Investment Association UK All Companies sector over three years are all value by approach. Value investing was out of fashion for most of the time following the global financial crisis and has recently been eclipsed by the market’s fascination with the “Magnificent Seven” US mega caps. Value investing boils down to buying stocks priced below the investor’s assessment of their fair value, then held until (or, safer to say, “if”) the market recognises that
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LipperLipper for Investment ManagementLipper LeadersUK
Jan 30, 2025
posted by Dewi John

Infra funds may benefit from falling rate tailwind

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Infrastructure sector.   We last visited the Investment Association Infrastructure sector exactly a year ago. I fully admit it’s too niche for most retail investors, but before you tut over your morning kipper and turn the page, please read on, as major performance drivers for this sector—specifically, inflation and base rates—have wider (and hopefully instructive) lessons for investors. As a further incentive, if you are invested in a managed portfolio service or multi-asset fund, you may have exposure to such assets without realising it. Infrastructure sector
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Fund InsightFund PerformanceLipperLipper Leaders
Nov 26, 2024
posted by Dewi John

Everything Flows, 10/2024: Sustainable Equity Flows Spike with a Clutch of BlackRock Launches

Asset class view Bonds took £2.6bn, split £3.49bn to passives and -£887m to active funds. Equities were the second-most popular asset class, with £1.15bn of inflows, while money market funds saw outflows of £5.2bn.   Active v passive Ex MMFs, active strategies took £2.23bn as passives netted £1.07bn. Passive equity funds suffered redemptions of £2.51bn as their active peers attracted £3.66bn.   Classifications Equity Global ex UK was the top-selling classification, netting £6.22bn. Equity UK had a rare spike in sales, with inflows of £2.04bn.   Sustainable fund flows Total sustainable fund flows were £6.69bn, as conventional funds shed £3.01bn
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Everything FlowsFund FlowsFund FlowsFund MarketLipperLipper for Investment ManagementLipper LeadersLipper UK Fund Flows
Nov 19, 2024
posted by Dewi John

Dialling up Equity in the Investment Mix

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Mixed Investment 40-85% Shares sector.   If you are not confident of building your own fund portfolio—or, indeed, if you want a blended ‘core’ of asset classes to build onto with more tactical views—then you may well have cause to look at Mixed Investment funds. They come in three risk bands, with risk seen as increasing as the equity component increases. Those who saw the value of their bond holdings decimated as inflation spiked may wish to query this view of risk, but that’s how the
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LipperLipper for Investment ManagementLipper LeadersUK
Sep 17, 2024
posted by Dewi John

Investors Warm to Europe Despite Economic Chills

Using the Lipper Leaders scoring system to analyse the best performing funds in the IA Europe ex UK sector.   Investors are looking at Europe once more. Over three and five years, flows have been strongly negative. That has reversed over the 12 months to June, with inflows of £3.89bn. It’s certainly not anything to do with enthusiasm over the region’s economic prospects. The Eurozone returned to growth in the first quarter of the year, exiting a technical recession (two successive quarters of contracting GDP). Although the European Central Bank was (along with Canada) the first to cut rates, there
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LipperLipper for Investment ManagementLipper Leaders
Aug 27, 2024
posted by Dewi John

GEMs are Out of Fashion—That Might be Good

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Global Emerging markets sector.   Global emerging markets have had a torrid time. In a world where all the action seems to be happening in a few (and ever fewer, as the Magnificent Seven shrinks to the Fantastic Five) stocks, investors have been lulled Stateside. Emerging markets, on the other hand, seem to have had little to recommend them. They’ve lagged developed market indices for years, so why take the additional risk that’s perceived to come with this asset class? What’s more, China has grown to
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Lipper for Investment ManagementLipper LeadersUKUncategorized
Jul 9, 2024
posted by Dewi John

Past Peak Global Income, Though Diversification Benefits Remain

Using the Lipper Leaders scoring system to analyse the best performing funds in the IA Global Equity Income sector.   Global Equity Income has advantages in an elevated base rate environment when compared to “conventional” global equities. This is because when base rates are higher dividend paying stocks are thought to be more likely to outperform. The argument runs as follows: The loose monetary policy, low inflation, and low rates of the first two decades of the century favoured growth stocks such as technology, as it raised the value of future cash flows— such as that realised through anticipated growth—relative
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Fund PerformanceLipperLipper for Investment ManagementLipper LeadersLSEG Lipper
May 28, 2024
posted by Dewi John

High Yield Faces High Winds

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Global High Yield Bond sector.   Global High Yield has been out of favour of late. Over 12 months to the end of February, UK investors have pulled £1.47bn from the sector. What’s perhaps surprising is that over the same period, they have put a similar amount into its euro equivalent. The IA’s dollar-denominated high-yield sector has seen redemptions of £2.17bn, while sterling high-yield has shed a more modest £466m. But, then, sterling high yield is of a much more modest size: the global high yield
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Fund InsightFund PerformanceLipperLipper for Investment ManagementLipper LeadersLSEG LipperUK
May 7, 2024
posted by Dewi John

Navigating the Slings and Arrows of Outrageous Fortune

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Sterling Strategic Bond sector.   Investing isn’t easy. After all, most fund managers fail to beat the market after factoring in their charges. Bond investing, if anything, is harder still, with a raft of jargon from linkers through hard and soft currencies to esoteric instruments such as “cocos”. So, it’s no surprise that even professional wealth managers running client portfolios of funds will sometimes outsource the bond portion of the portfolio to someone else who will do the entire bond mix for them. That “someone else”
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Fund PerformanceLipperLipper for Investment ManagementLipper LeadersLSEG LipperUK
Apr 2, 2024
posted by Dewi John

LSEG Lipper Fund Awards United States 2024

On March 13, 2024, LSEG Lipper unveiled the results of the United States LSEG Lipper Fund Awards alongside its long-term media partner, InvestmentNews, in the heart of the financial district of New York. This event gathered investment professionals, industry experts, and journalists from all over the United States to help us acknowledge and celebrate the success of portfolio managers and fund management companies who posted the strongest risk-adjusted returns compared to their peers. While 2023 was a banner year for equity and fixed income funds, the headwinds that all asset managers faced over the last several years were challenging. From
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Lipper Fund AwardsLipper LeadersLSEG Lipper
Mar 16, 2024
posted by Tom Roseen

UK Small Caps: It’s the Hope that Kills You

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA UK Smaller Companies sector.   UK small cap managers are an optimistic bunch, with the tide always just about to turn for their asset class. Over recent years, they’ll have needed that optimism, as the sector returned just 0.19% last year, falling 25.77% in 2022, and underperforming UK All Companies in both. How much the sector has struggled is evidenced by the fact that only the top seven (of nearly 50 funds in total) are in positive territory over three years. What’s more, since I last
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Fund IndustryFund PerformanceLipperLipper LeadersLSEG LipperUK
Mar 6, 2024
posted by Dewi John

Equity Gains Make Pessimists Eat Humble American Pie

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA North America sector.   The US equity market has been much in focus over the past year as the S&P 500 giants of the Magnificent Seven reversed their precipitous declines of 2022. When we looked at the sector 12 months ago, everyone (not least me) was pessimistic about the US as recessionary clouds gathered over the world’s largest economy. Well, that’s clearly not happened, so I will accept my slice of humble American pie. Exactly why the US has avoided the anticipated downturn is not altogether
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Fund PerformanceLipperLipper LeadersLSEG LipperUK
Feb 6, 2024
posted by Dewi John
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