Our Privacy Statment & Cookie Policy

All LSEG websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.

Pat Keon, CFA

Senior Research Analyst

Twitter: PatrickKeon1

Email: Patrick.Keon@refinitiv.com

Numbers of post written by this author: 427

Pat Keon, CFA
Pat Keon was a senior research analyst at Lipper from 2005 to 2020, specializing in U.S fund classifications and portfolio analytics.

List of all the posts by Pat Keon, CFA

Refinitiv Lipper U.S. Weekly FundFlows Insight Report: Funds See Net Money Leave for the Fifteenth Consecutive Week

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) suffered net negative flows of $15.4 billion for the fund-flows trading week ended Wednesday, October 28. This week’s results marked the fifteenth straight overall net outflows for funds. As has been the recent trend, equity funds (-$11.0 billion) and money market funds (-$6.3 billion) were responsible for all of the net outflows while taxable bond funds (+$1.4 billion) and municipal bond funds (+$582 million) both took in net new money. Market Overview The equity indices took a nosedive during the fund-flows trading week as the Dow Jones Industrial Average,
Read More

Refinitiv Lipper Weekly U.S. Fund Flows Video Series – October 14, 2020

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $4.7 billion for the fund-flows trading week ended Wednesday, October 14. This week’s results marked the tenth straight overall net negative result for funds. Money market funds (-$18.9 billion) were responsible for all of this week’s net outflows, while taxable bond funds (+$11.2 billion), equity funds (+$2.4 billion), and municipal bond funds (+$614 million) all took in net new money. Pat Keon, CFA, speaks to the highlights in this week’s video.    
Read More

Refinitiv Lipper Chart of the Week: Municipal Debt Funds Continue to Attract Investors

Funds in Refinitiv Lipper’s municipal debt peer groups (including both mutual funds and ETFs) had net positive flows of $614 million for the fund-flows week ended Wednesday, October 14. This is the continuation of a long-term trend for tax-exempt bond funds as they’ve now taken in net new money in 22 of the last 23 weeks. This has resulted in the group growing their coffers by $43.5 billion since the end of the first quarter. As could be expected (and is illustrated in the chart below), the overall net inflows were dominated by funds in the national municipal groups (+$41.2
Read More

Refinitiv Lipper U.S. Weekly FundFlows Insight Report: Money Market Funds Suffer Net Negative Flows for the Twelfth Straight Week

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $4.7 billion for the fund-flows trading week ended Wednesday, October 14. This week’s results marked the tenth straight overall net negative result for funds. Money market funds (-$18.9 billion) were responsible for all of this week’s net outflows, while taxable bond funds (+$11.2 billion), equity funds (+$2.4 billion), and municipal bond funds (+$614 million) all took in net new money. Market Overview The equity indices all recorded gains for the third consecutive fund-flows trading week as the Dow Jones Industrial Average, NASDAQ Composite Index, and
Read More
Load More

Popular Articles & Reports

Last Update: May 5, 2022 Click here to view the full report. Please note: if you use our earnings data, please source I/B/E/S ...

Last Update: May 3, 2022 Download the full report here. STOXX 600: Q1 2022 Earnings Dashboard STOXX 600: Q1 2022 Earnings ...

Last Update: May. 5, 2022     Download the full TSX Composite Earnings Scorecard report here. TSX Composite Aggregate ...

We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.x