Lipper’s head of UK research, Dewi John, reviews the main trends in conventional and sustainable funds, in the context of the economic backdrop. Source for FTSE Russell data: FTSE Russell Global Investment Research, Performance Insights, August 2024

Lipper’s UK Head of Research gives an overview of the fund trends for the third quarter of 2023.   __________________________________________________________ LSEG Lipper delivers data on more than 330,000 collective investments in 113 countries. Find out more. Join a growing community of asset managers and stay up to date with the latest research from LSEG and partners to help you inform your investment decisions. Follow our Asset Management LinkedIn showcase page.

Examining the origins, evolution, and defining innovations leading to the global growth of mutual fund investing   Origins of Western Mutual Fund Investing The mutual fund has democratized investing by enabling access to professional management and the benefits of scaled asset allocation and diversity for investors across the income spectrum. Early origins likely hailed from collective investment trusts first promulgated by the Dutch in the mid-eighteenth century. Perhaps the inspiration for this novel investing approach sprang from another pioneering event from the Dutch: the first investing bubble—known as the famous tulip bulb “mania”—of the 1630s. This event saw everyday people

The global economy remains resilient and the tightening of monetary policy by most central banks could start to bear fruit, while inflation begins to move towards target levels. But what does this mean for equities and bonds? Read our Mid-year investment outlook as we explore the challenges and opportunities dominating markets. Key takeaways: The 60/40 portfolio: Following the unusual correlation of equities and bonds in 2022, is the 60/40 portfolio a strategy that is still fit for purpose? Value versus growth investing: Are both strategies just as popular as each other for identifying stocks with the potential for strong returns while minimising

In 2022, UK investors were confronted with the effects of Russia’s invasion of Ukraine, not least through spiralling inflation, a resurgent energy sector and the rotation of market leadership this created. Alongside this, domestic politics, particularly September’s mini-budget, brought their own challenges. This webinar reveals the effects this had on fund sector performance, and where investors chose to invest—and disinvest—their money as a result, in a year that saw the largest UK negative flows on record.

To say that this year has been difficult for investors is an understatement, to say the least. And as such, we decided to chat with Head of UK Research for Refinitiv Lipper, Dewi John, who recently wrote a piece entitled “The White Knuckle Ride of the Safe Haven”. Dewi tells us why, counter-intuitively, inflation-linked products have not worked this year, despite their name, and where investors are turning to hide away from this market turmoil.

Fixed income funds realized a return of negative 5.21% on average during the second quarter of 2022, marking the worst quarterly performance in more than 40 years (Q3 1981, -7.06%). This was the second consecutive negative quarterly performance for fixed income funds and the third over the last four quarters. All 51 Lipper fixed income classifications ended the quarter with sub-zero quarterly performance for the second straight quarter. Four Lipper classifications finished the quarter realizing less than 1.0%, which is up from three in Q1 2022. Summary: Taxable bond funds (-5.83%) underperformed tax-exempt bond funds (-3.53%) in quarterly performance for

Nearly two years into the pandemic, patterns are starting to emerge and certain economic outcomes tend to follow – all of which can help investors navigate in otherwise uncertain times.  The dominant theme – global inflation – will surely be a central force in 2022 having impacts across markets and asset classes. Waves of infection serve to drive more inflation as labor and supply chains tighten, and the central banks will certainly take action. What does this mean for investment returns? First, it’s safe to say the Omicron likely isn’t the last variant we’ll all have to deal with, so

The events of the past year have only reinforced a trend toward investing in one’s values that has been steadily building over the past decade. While making the decision to invest in your environmental, social and governance values seems like a simple enough thing to do, how easy is it really? Where do you start? How do you pick the right fund for not only your ESG values but for your wealth-building goals as well? This paper seeks to provide that guidance by introducing the reader to tips and techniques to navigate the noise of ESG-themed mutual funds. A brief

Refinitiv Lipper Fund Awards 2020 This year is barely into its second quarter but as events have shown, this will be one for the history books. Hardly any country is untouched by the novel coronavirus, which comes on top of dramatic changes in the world’s economy, climate, environment and politics. IMF has already forecast the world economy to shrink by 3% this year. Singapore’s economy is expected to contract by up to 10% given trade volume has plummeted while the lockdown has been extended. Commodity prices have also fallen, with crude oil futures diving into a hitherto unthinkable negative territory.

As we trundle on in the aftermath of the “Brexit” result of the recent British EU membership referendum, the surprise, and perhaps shock for many analysts and investors has begun to be digested – the Earth remains constant on its axis and the sun still rises. This event however, undoubtedly presents challenges to the European and U.K. funds industry. However, despite the wringing of hands and the barrage of related press coverage, these challenges may not be as material as investors might expect. Risk off in June & July no surprise The initial reaction of investors has been, unsurprisingly, a