The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). Loading During LSEG Lipper’s fund-flows week that ended May 1, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second straight week, adding a net $22.0 billion. This past week, money market funds (+$26.2 billion), municipal bond funds (+$515 million), and commodities funds (+$214 million) reported inflows. Equity funds (-$4.2 billion), mixed-assets funds (-$444 million), taxable bond funds (-$253 million), and alternative investments funds (-$20 million) suffered outflows. After seeing

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in four, redeeming a net $49.8 billion for the LSEG Lipper fund-flows week ended Wednesday, March 20, 2024. However, the headline number is a bit misleading. Fund investors were net purchasers of equity funds (+$15.5 billion), commodity funds (+$1.6 billion), and alternatives funds (+$138 million) while being net sellers of mixed-assets funds (-$289 million), fixed income funds (-$438 million), and money market funds (-$66.3 billion) for the week. Market Wrap-Up While no FOMC interest rate hike was anticipated, all eyes were focused

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $11.6 billion for the LSEG Lipper fund-flows week ended Wednesday, February 21, 2024. Fund investors were net purchasers of fixed income funds (+$2.6 billion) and alternatives funds (+$59 million) while being net sellers of commodity funds (-$501 million), mixed-assets funds (-$685 million), equity funds (-$3.5 billion), and money market funds (-$9.6 billion) for the week. Market Wrap-Up A hotter-than-expect producer price index report released during the flows week, accompanied by hawkish views from Federal Reserve officials found

The data sourced in the article below is derived from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended February 14, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $918 million. Taxable bond funds (+$9.0 billion, -0.30%), equity funds (+$8.0 billion, +0.50%), and alternatives funds (+$502 million, +0.20%) attracted net new capital. Money market funds (-$17.5 billion, +0.10%), commodities funds (-$645 million, -2.30%), tax-exempt bond funds (-$142 million, -0.10%), and mixed-assets funds (-$138

Investors were net purchasers of mutual fund assets for the second month in three, injecting $24.4 billion into the conventional fund business (excluding ETFs, which are reviewed in the section below). However, the headline numbers are a bit misleading. Stock & mixed-assets funds experienced net outflows (-$56.8 billion) for the thirty-fourth consecutive month. However, the fixed income funds macro-group—for the first month in six—witnessed net inflows, taking in $26.7 billion. And, in a continued flight to safety, investors padded the coffers of money market funds, injecting $54.5 billion for January. For the twenty-first consecutive month, ETFs attracted net new money,

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $15.7 billion for the LSEG Lipper fund-flows week ended Wednesday, February 7, 2024. Fund investors were net purchasers of fixed income funds (+$2.9 billion) and alternatives funds (+$291 million) while being net sellers of mixed-assets funds (-$136 million), commodity funds (-$457 million), money market funds (-$955 million), and equity funds (-$17.3 billion) for the week. Market Wrap-Up Despite Federal Reserve officials putting the kibosh on interest rate cuts in March, U.S. indices hit new record highs during

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the second week in three, redeeming a net $6.6 billion for the LSEG Lipper fund-flows week ended Wednesday, January 24, 2024. Fund investors were net purchasers of fixed income funds (+$3.9 billion), commodity funds (+$220 million), and alternatives funds (+$68 million) while being net sellers of money market funds (-$8.7 billion), equity funds (-$1.8 billion), and mixed-assets funds (-$352 million) for the week. Market Wrap-Up U.S. stocks began a fresh ascent to new record highs during the Lipper fund-flows week as better-than-expected Q4 earnings were

Investors were net sellers of mutual fund assets for the third month in four, withdrawing $86.0 billion from the conventional fund business (excluding ETFs, which are reviewed in the section below). Stock & mixed-assets funds experienced net outflows for the thirty-third consecutive month (-$92.6 billion, their largest since December 2022). The fixed income funds macro-group—for the fifth month in a row—suffered net redemptions, handing back $12.1 billion. And, in a flight to safety, investors padded the coffers of money market funds, injecting $18.8 billion for December. For the twentieth consecutive month, ETFs attracted net new money, taking in a record

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, redeeming a net $2.1 billion for the LSEG Lipper fund-flows week ended Wednesday, January 10, 2024. Fund investors were net purchasers of fixed income funds (+$5.5 billion) and money market funds (+$4.3 billion), while being net redeemers of mixed-assets funds (-$328 million), alternatives funds (-$458 million), commodity funds (-$1.5 billion), and equity funds (-$9.6 billion) for the week. Market Wrap-Up After witnessing a dismal beginning of the first three trading days of 2024 and ignoring the often-cited January effect, investors

Fixed income funds realized a return of positive 6.06% on average during the fourth quarter of 2023, marking a rebound from their third quarter loss (-1.70%). Fixed income funds have now reported four quarterly gains in the last five. Tax-exempt bond funds (+6.79%) outperformed taxable bond funds (+5.81%) for the first time all year as they recorded their second largest quarterly return on record, trailing only Q3 2009 (+7.73%). Despite the nearly 100 basis point (bps) outperformance, taxable bond funds returned their highest quarterly return since Q2 2020. Summary: All 51 Lipper fixed income classifications ended the fourth quarter with

The data sourced in the article below is derived from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace. During LSEG Lipper’s fund-flows week that ended December 13, 2023, investors were overall net sellers of fund assets (including both conventional funds and ETFs) for the first week in eight, removing a net $19.1 billion. Equity funds (+$2.2 billion, +3.39%) and commodity funds (+$461 million, -2.19%) were the only attracters of net new capital. Money market funds (-$16.2 billion, +0.10%), taxable bond funds (-$3.7 billion, +0.72%), alternative investments funds (-$783 million, -0.17%), tax-exempt bond funds (-$524 million, +0.20%),

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the seventh week in a row, injecting a net $52.8 billion for the LSEG Lipper fund-flows week ended Wednesday, December 6, but the headline figure is a bit misleading. Fund investors were net purchasers of money market funds (+$54.7 billion) and equity funds (+$663 million) while being net redeemers of mixed-assets funds (-$1.0 billion), fixed income funds (-$837 million), alternatives funds (-$370 million), and commodity funds (-$275 million) for the week. Market Wrap-Up After a strong runup in both equity and fixed income securities in