The European fund industry enjoyed healthy inflows over the first half of 2024. Opposite to mutual funds, ETFs had estimated net inflows in every month so far. These inflows into mutual funds and ETFs occurred in a generally positive market environment. Nevertheless, equity markets looked somewhat vulnerable given the high valuations of the market leaders. With regard to this, it is not surprising that investors are nervous and reacting quite fast on any news that may impact the current market environment negatively. This is not only true for economic news, as the geopolitical tensions in the Middle East, especially the

It’s fair to say that 2023 was a challenging year for portfolio managers around the globe since the markets were driven by a number of different factors and unpredictable incidents. Each of these could have caused a major market downturn on their own. First of all, there were a lot of geopolitical tensions around the globe beside the still ongoing war in Ukraine, which showed that democratic states might be more vulnerable than one may think. The concerns of investors, especially in Europe, increased toward the end of 2023 since the actions taken by the Houthi rebels in the Red

In this issue of LSEG Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q4 2023 and the one-year period. We compare the changes to those of prior quarters and highlight the largest individual gainers and losers of both groups. The Snapshot provides readers with a powerful, easy-to-use guide and quick reference tool to help them discern fund trends during the quarter. Highlights: The average equity and fixed income fund (including ETPs) posted a 10.26%

In this issue of LSEG Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q3 2023 and the one-year period. We compare the changes to those of prior quarters and highlight the largest individual gainers and losers of both groups. The Snapshot provides readers with a powerful, easy-to-use guide and quick reference tool to help them discern fund trends during the quarter. Highlights: For Q3 2023, the average equity and fixed income fund (including ETPs)

In this issue of LSEG Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q2 2023 and the one-year period. We compare the changes to those of prior quarters and highlight the largest individual gainers and losers of both groups. The Snapshot provides readers with a powerful, easy-to-use guide, and quick reference tool to help them discern fund trends during the quarter. Highlights: For Q2 2023, the average equity and taxable fixed income fund (including

In this issue of Refinitiv Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q1 2023 and the one-year period. We compare the changes to those of prior quarters and highlight the largest individual gainers and losers of both groups. The Snapshot provides readers with a powerful, easy-to-use guide, and quick reference tool to help them discern fund trends during the quarter. Highlights: For Q1 2023, the average equity and taxable fixed income fund posted

In this issue of Refinitiv Lipper’s U.S. Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA), estimated net flows, new fund creations, and fund liquidations for conventional funds and exchange-traded products (ETPs) for Q4 2022 and the year. We compare the changes to those of prior quarters and highlight the largest individual gainers and losers of both groups. The Snapshot provides readers with a powerful, easy-to-use guide, and quick reference tool to help them discern fund trends during the quarter. Highlights: For Q4 2022, the average equity and taxable fixed income fund rose a

European investors in general were further in a risk-on mode over the course of the year 2021 as equity funds were the best-selling asset type for the year. In fact, the European fund industry enjoyed record inflows (€724.1 bn) over the course of the year 2021 despite the unclear economic situation caused by the ongoing COVID-19 pandemic, disruptions in the delivery chains of some industry sectors, and steadily rising inflation. That said, it is remarkable that the year 2021 was the second year in a row during a global crisis in which the European fund industry enjoyed record inflows. With

European investors were generally in a risk-on mode over the course of the year 2021 despite the increased volatility in securities markets. Given the general market environment it was no surprise that we witness some months with mixed results for the flows within the different asset types, even as the European fund industry enjoyed inflows over the course of the first nine months of 2021. In more detail, the promoters of mutual funds enjoyed inflows of €337.0 bn. In line with this, the promoters of ETFs enjoyed record inflows of €126.9 bn over the course of the year so far.

Looking back on the year 2020, it can be said that no investor has seen such a year before, even if one looks back to the Great Depression or World Wars I and II. The year started off with fears about a possible war between North Korea and the U.S., an upcoming trade war between the U.S. and China, and a possible hard Brexit. In a normal year, these geopolitical tensions would have put enough pressure on the markets to cause a major downturn. But in mid-February the coronavirus, which has been seen as a local problem in China before,

The coronavirus pandemic hit the European fund industry with declining markets and estimated net outflows of €125.9 bn in the first quarter of 2020. This trend reversed over the course of the second quarter as central banks and governments around the globe started quantitative easing programs and economic relief packages to cushion the economic drawdowns caused by the spread of the coronavirus and the lockdowns of economies around the globe. The measures taken led to a rebound of the equity markets accompanied by falling interest rates. The return to somewhat normal market circumstances led investors to buy back into mutual

For Q3 2020, the average equity fund and taxable fixed income fund posted a 6.71% and 1.87% return, respectively.