Tom Roseen
List of all the posts by Tom Roseen
U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Their Largest Weekly Net Inflows Since December 20, 2023, for the Fund-Flows Week
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in four, redeeming a net $49.8 billion for the LSEG Lipper fund-flows week ended Wednesday, March 20, 2024. However, the headline number is a bit misleading. Fund investors were net purchasers of equity funds (+$15.5 billion), commodity funds (+$1.6 billion), and alternatives funds (+$138 million) while being net sellers of mixed-assets funds (-$289 million), fixed income funds (-$438 million), and money market funds (-$66.3 billion) for the week. Market Wrap-Up While no FOMC interest rate hike was anticipated, all eyes were focusedRead More
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. FromRead More
The Month in Closed-End Funds: February 2024
For the month, 79% of all closed-end funds (CEFs) posted net-asset-value (NAV) returns in the black, with 77% of equity CEFs and 81% of fixed income CEFs chalking up returns in the plus column. The average equity and fixed income CEF posted a NAV-based gain of 1.81% and 0.53%, respectively, for February. Lipper’s world equity CEFs (+2.48%) macro-group—for the third month in four—outpaced its two equity-based brethren: domestic equity CEFs (+1.73%) and mixed-assets CEFs (+1.31%). The Energy MLP CEFs classification (+4.86%) moved to the top of the equity leaderboard for the first month in 18, followed by Emerging Markets CEFsRead More
U.S. Weekly FundFlows Insight Report: Conventional Fund and ETF Investors Give a Cold Shoulder to Equity Funds for the Fund-Flows Week
Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $11.6 billion for the LSEG Lipper fund-flows week ended Wednesday, February 21, 2024. Fund investors were net purchasers of fixed income funds (+$2.6 billion) and alternatives funds (+$59 million) while being net sellers of commodity funds (-$501 million), mixed-assets funds (-$685 million), equity funds (-$3.5 billion), and money market funds (-$9.6 billion) for the week. Market Wrap-Up A hotter-than-expect producer price index report released during the flows week, accompanied by hawkish views from Federal Reserve officials foundRead More
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