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Monday Morning Memo: Global ETF Industry Review, March 2025 March 2025 was another month with strong inflows for the global ETF industry. These inflows occurred in a volatile and negative market environment ... Find Out More
Q1 2025 U.S. Retail Scorecard – Update April 21, 2025  Retail sales growth in March largely fulfilled expectations. Headline sales rose 1.4% month-over-month (vs. consensus +1.3%), while sales excluding ... Find Out More
Friday Facts: U.S. ETF Industry Review, March 2025 March 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile and negative market environment ... Find Out More
Bond Market Turbulence Triggered Huge Concerns Bond Market’s Turbulence On April 2, Trump unexpectedly announced indiscriminate high "reciprocal tariffs," triggering an unprecedented storm in ... Find Out More
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Equity Gains Make Pessimists Eat Humble American Pie

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA North America sector.   The US equity market has been much in focus over the past year as the S&P 500 giants of the Magnificent Seven reversed their precipitous declines of 2022. When we looked at the sector 12 months ago, everyone (not least me) was pessimistic about the US as recessionary clouds gathered over the world’s largest economy. Well, that’s clearly not happened, so I will accept my slice of humble American pie. Exactly why the US has avoided the anticipated downturn is not altogether
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Fund PerformanceLipperLipper LeadersLSEG LipperUK
Feb 6, 2024
posted by Dewi John

Mixed Assets: Charges Matter in Roiling Markets

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Mixed Investment 40-85% Shares sector.   We last looked at this sector a little more than a year ago. It’s fair to say that the intervening period has been rather eventful. Nevertheless, despite the market turmoil of the past year, this has remained a popular sector with investors, having attracted almost £5bn over the 12 months until the end of July, as opposed to its 0-35% Shares and 20-26% Shares equivalents, which have both seen net outflows over the same period. It’s also had the better
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Fund chargesFund InsightFund PerformanceLipperLipper at RefinitivLipper for Investment ManagementLipper from RefinitivLipper LeadersRefinitiv LipperUK
Sep 27, 2022
posted by Dewi John
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