Q1 2025 was another quarter with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile and negative market environment in which investors witnessed the peak of the U.S. stock markets in mid-February. While economic fears—especially around the possible tariffs in the U.S.—increased, investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the growth expectations for future technologies such as artificial intelligence after the launch of DeepSeek in China and obviously by the discussions of the impacts of possible tariffs initiated by the U.S. president and potential tit-for-tat reactions

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 March 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 March 2025.   Loading

March 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile and negative market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world, especially China, by some market observers. When it comes to this, investors were concerned

US investors go large on domestic equities while the rest of the world backpedals   Sentiment is fickle, particularly so regarding US equities at the moment. As the year turned, the IMF had revised US growth expectations upward and investors were looking forward to the wind in their sails, with returns elevated by tax cuts and deregulation promised by the new administration. As I write, the S&P 500 is down almost 5%, posting its worst quarterly performance since 2022. How are fund investors responding? In aggregate, global fund flow data doesn’t show a rush for the exits—so far. Over Q4

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

February 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political shift

On March 13th, 2025, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for the United States. The ceremony was held as an in-person event at Manhatta in downtown New-York city, USA & sponsored by the InvestmentNews, Click here for more information about the event. The awards are based on the Lipper Leader rating for Consistent Return. These ratings are calculated using a utility function based on the effective return over multiple non-overlapping periods—within the respective three-, five-, and 10-year horizons, based on Lipper’s proprietary performance-based methodology. Eight Group Awards, including the coveted Overall Award, were also given

To date, 159 of the 195 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2024, representing 82% of the index. Of those companies that have reported their quarterly results, 74% announced profits that beat analysts’ expectations, while 7% delivered on-target results and 19% reported earnings that fell below estimates. The Q4 2024 blended earnings growth estimate now stands at 14.6%. The blended revenue growth estimate for the 159 companies in this index is 4.1% for Q4 2024. Of those companies that have reported their quarterly results so far, 70% announced revenue that exceeded analysts’ expectations and

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

Since President Trump took office on Jan. 20, 2025, the U.S. has been the worst performing stock market of the entire G7. While Trump likes to shoot from the hip when it comes to economic policy, investors in U.S. assets, it seems, do not appreciate this approach. The uncertainty created by further tariffs is also creating a headache for firms who are trying to figure out how their supply chains are going to be impacted, and to what extent higher costs will reduce their competitiveness, thereby negatively impacting their share prices. Exhibit 1: Performance of G7 stock markets One way