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.
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Lipper’s fund macro-groups (including both mutual funds and ETFs) took in net-new money for the fifth straight week, with positive net inflows of $4.8 billion for the fund-flows week ended Wednesday, December 6. Equity funds (+$3.0 billion) and money market funds (+$2.0 billion) were responsible for the bulk of the net inflows, while taxable bond funds contributed $547 million to the total. Municipal bond funds suffered net outflows (-$807 million), breaking a streak of four consecutive weekly increases.
Pat Keon, Thomson Reuters Lipper Senior Research Analyst, speaks to the highlights in this week’s video.
Tom Roseen, Head of Research Services with LSEG Lipper and author of the Closed-End Funds ...
Lipper's UK Head of Research gives an overview of the fund trends for the third quarter ...
Inverted yield curves and sticky inflation: how the UK fund industry navigated a ...