Jack Fischer
Manager, FICC
List of all the posts by Jack Fischer
Is the January effect in US fixed income a myth or a market reality?
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 USRead More
Seven Fund Families and 62 Top-Performing Funds Honoured at the 2024 Canadian LSEG Lipper Fund Awards
Toronto November 6, 2024: LSEG Lipper unveiled the results of the acclaimed 2024 Canadian LSEG Lipper Fund Awards. These annual awards shine the spotlight on the asset management industry and recognize the funds that have consistently delivered strong risk-adjusted returns against its peers. This event gathered investment professionals, industry experts, and journalists from all over the country to help us acknowledge and celebrate the success of portfolio managers and the individuals who support them. A Tried & True Quantitative Approach. The LSEG Lipper award winners are not simply determined by picking the funds with the highest returns within classificationsRead More
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’dRead More
U.S. Weekly FundFlows Insight Report: General U.S. Treasury ETFs Take in $1.4 Billion, Eleventh Consecutive Weekly Inflow
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 July 11, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the tenth week in 12, adding a net $6.5 billion. This past week, money market funds (+$4.3 billion), taxable bond funds (+$3.4 billion), tax-exempt bond funds (+$775 million), and alternative investments funds (+$640 million) attracted inflows. Equity funds (-$2.3 billion), mixed-assets funds (-$226 million), and commodities funds (-$37 million were the only groupsRead More
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