Tom Roseen, Head of Research Services with LSEG Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the fourth-quarter closed-end fund performance and premium/discount behavior. The views expressed are the views of the interviewee and not necessarily those of LSEG Lipper. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. LSEG cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with a

Bruce and Jeff, from InvestmentNews, speak with Tom Roseen, head of research services at Refinitiv Lipper, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper. Bruce and Jeff also talk about the upcoming release of InvestmentNews’ New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent. The Refinitiv Lipper

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the fourth-quarter closed-end fund performance and premium/discount behavior. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with a

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the third-quarter closed-end fund performance and premium/discount behavior. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on June’s closed-end fund performance and premium/discount behavior. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with

This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the biggest risks for financial markets. Inflation may be the headline grabber at the moment, but it’s the impact on bond yields and the US dollar that really matter. If they don’t move, markets can tolerate higher inflation. So far, bond yields have responded well to the inflation scare, but a move in either direction by the dollar could now be a problem. In this week’s Chatter, Tom Roseen, Head of Research Services at Refinitiv Lipper, outlines the fund flows that have been driving the market this

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on March’s closed-end fund performance and premium/discounts behavior. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association discuss Tom’s insights on January’s closed-end fund market action. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four. They injected $22.9 billion for Refinitiv Lipper’s fund-flows week ended January 13, 2021. Fund investors padded the coffers of taxable bond funds (+$9.0 billion), money market funds (+$5.9 billion), equity funds (+$5.4 billion), and tax-exempt fixed income funds (+$2.6 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association discuss Tom’s insights on December’s closed-end fund market action. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three. They withdrew $8.5 billion for Refinitiv Lipper’s fund-flows week ended January 6, 2021, despite pushing the Dow to another set of record closes during the week. Fund investors withdrew $5.4 billion from equity funds and a net $10.1 billion from money market funds. Meanwhile, investors were net purchasers of taxable and tax-exempt fixed income funds, injecting slightly less than $6.0 billion and $1.1 billion, respectively, this week. Tom Roseen highlights the weekly flows trends for both conventional funds and

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association discuss Tom’s insights on November’s closed-end fund market action. The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other