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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by Pat Keon, CFA.
Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $2.6 billion for the fund-flows trading week ended Wednesday, August 26. Equity Funds (-$7.8 billion) and money market funds (-$4.6 billion) were responsible for all of the net negative flows while taxable bond funds and municipal bond funds took in net new money of $8.7 billion and $1.0 billion, respectively. Taxable and muni bond funds ran their net inflow streaks to twenty weeks and sixteen weeks, respectively.
Pat Keon, CFA, 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 ...