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Monday Morning Memo: U.S. ETF Industry Review, February 2025 February 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile market environment in which ... Find Out More
Weekly Aggregates Report | March. 14, 2025 To download the full Weekly Aggregates report click here. Please note: if you use our earnings data, please source "LSEG I/B/E/S". The Weekly ... Find Out More
This Week in Earnings 24Q4 | March. 14, 2025 To download the full This Week in Earnings report click here. Please note: if you use our earnings data, please source "LSEG ... Find Out More
S&P 500 Earnings Dashboard 24Q4 | March. 14, 2025 Click here to view the full report. Please note: if you use our earnings data, please source "LSEG I/B/E/S".   S&P 500 Aggregate ... Find Out More
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Friday Facts: Have European ETF Investors Chased Performance Over the Course of 2024?

As a market observer it is always a topic of interest to see whether European ETF investors have chased performance over the course of a calendar year. Since ETFs can be used as trading tools, such an analysis can highlight fund flow trends which may have been overlooked otherwise. That said, this article sheds a light on the fund flows within the 20 best- and worst-performing Lipper classifications in the European ETF industry over the course of 2024 (all calculations in EUR). First of all, one may realize by looking at chart 1 that neither the classification Equity U.S. (13)
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ETFsETFsEuropeFriday FactsFund FlowsLipperLSEG LipperMarket & Industry InsightRegion
Feb 7, 2025
posted by Detlef Glow

The World Looks Increasingly American

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Global sector.   Global funds give investors exposure to a portfolio of equities, diversified… well, globally… but with a bias to developed markets such as Europe and North America. Over the past few years, however, many of these funds—and certainly the broad indices—have had a pronounced American accent. Given market conditions, that doesn’t seem to have hindered their popularity. If anything, it has strengthened it. On any given month, US equity funds vie with Global for the top slot in terms of investor popularity, although over
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LipperLSEG LipperUK
Nov 5, 2024
posted by Dewi John

Friday Facts: Do Equity Global Multifactor ETFs Offer an Advantage for Investors?

One of the claims for multifactor ETFs is that these ETFs are combining different factors to overcome the timing issues investors face when using single factors. In addition to this one may also think that the usage of multifactor ETFs might help to reduce the risk within the portfolio. To see if these multifactor ETFs can keep up with the expectations of the investors, we have analyzed the segment of  multifactor ETFs within the peer group Equity Global. Here are the facts: There were eight multifactor ETFs within the peer group Equity Global available in the Lipper database. Three of
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ETFsETFsEuropeFeaturedLipper for Investment ManagementLSEG LipperMarket & Industry InsightRegion
May 3, 2024
posted by Detlef Glow

Performance Review: Actively Managed Global Equity Funds

Introduction The past performance of a mutual fund is no indicator of future performance. But the past relative performance of an actively managed mutual fund or ETF compared to its fund manager benchmark shows if the respective fund manager was able to fulfill the marketing promise of an outperformance compared to the fund manager benchmark. This means such an analysis verifies if the fund was worth the higher fees for active management or if the investor would have been better off by simply buying the benchmark via a passive product such as an ETF. The analysis of the performance of
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FeaturedFund PerformanceLipperMonday Morning MemoRefinitiv LipperThought Leadership
May 3, 2023
posted by Detlef Glow

Monday Morning Memo: Were Actively Managed Funds Able to Outperform Their Benchmarks in 2022?

The year 2022 was one like no other. The war in the Ukraine, increasing inflation rates and the respective quantitative tightening programs from central banks around the globe, the still ongoing effects from the COVID-19 pandemic on supply chains, and geopolitical tensions between China and Taiwan, as well as between China and the U.S., have all on their own the potential to drive markets. Given the fact that these factors appeared at the same time, it is not surprising that equity markets around the world entered a bear market environment in 2022. With this in mind, 2022 had the potential
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FeaturedFund PerformanceMonday Morning MemoRefinitiv LipperThought Leadership
Jan 9, 2023
posted by Detlef Glow
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