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European Fund Flow, 2/25 Total flows to mutual funds for February were €76.91bn. This breaks down to: mutual fund flows (+€43.16 bn) and ETFs (+€33.75bn). Bond ... Find Out More
STOXX 600 Earnings Outlook 24Q4 | Mar. 18, 2025 Download the full report here. Please note: if you use our earnings data, please source "LSEG I/B/E/S". Find out more about our estimates with ... Find Out More
Chart of the Week: European cement stocks swell as peace hopes rise The European cement sector has had a strong start to 2025 compared to its US equivalent. As the chart shows, European cement stocks have been ... Find Out More
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
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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 investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political shift
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ETFsETFsFund FlowsLipperLSEG LipperMarket & Industry InsightMonday Morning MemoRegionUSA
Mar 17, 2025
posted by Detlef Glow

Q4 2024 U.S. Retail Scorecard – Update March 5, 2025

To date, 159 of the 195 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2024, representing 82% of the index. Of those companies that have reported their quarterly results, 74% announced profits that beat analysts’ expectations, while 7% delivered on-target results and 19% reported earnings that fell below estimates. The Q4 2024 blended earnings growth estimate now stands at 14.6%. The blended revenue growth estimate for the 159 companies in this index is 4.1% for Q4 2024. Of those companies that have reported their quarterly results so far, 70% announced revenue that exceeded analysts’ expectations and
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Analyst Revisions ModelCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightNorth AmericaRevenueStarMineUSA
Mar 5, 2025
posted by Jharonne Martis

Is the January effect in US fixed income a myth or a market reality?

Highlights US fixed income markets show higher January returns, but statistical tests confirm no significant “January effect.” Fund flows shift seasonally, with investors moving from money markets to bonds in January. September is the real outlier, showing a statistically significant decline across US Treasuries and investment-grade bonds. What is the January effect? January effect is a well-known market anomaly, where stocks—especially small caps—experience higher monthly performance in January than during the remaining months of the year. Recent data shows that the January effect in stock markets has become less pronounced over time. But there’s been far less research into whether US
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AmericasFixed IncomeFund FlowsFund FlowsFund IndustryFund IndustryFund InsightUSA
Mar 5, 2025
posted by Jack Fischer

The “Great Deceleration” goes global

Since President Trump took office on Jan. 20, 2025, the U.S. has been the worst performing stock market of the entire G7. While Trump likes to shoot from the hip when it comes to economic policy, investors in U.S. assets, it seems, do not appreciate this approach. The uncertainty created by further tariffs is also creating a headache for firms who are trying to figure out how their supply chains are going to be impacted, and to what extent higher costs will reduce their competitiveness, thereby negatively impacting their share prices. Exhibit 1: Performance of G7 stock markets One way
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Charts & TablesCompany ResearchEarningsEarnings InsightMacro InsightMarket & Industry InsightNorth AmericaStock IdeasUSA
Feb 28, 2025
posted by Thomas Aubrey

US Responsible Investments Fund Market Statistics for January–Lipper Analysis

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for January 2025.   Loading
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AmericasESGFeaturedFund FlowsFund InsightFund MarketFund PerformanceLSEG LipperMutual Funds & ETP SnapshotNorth AmericaRegionThought LeadershipUSA
Feb 21, 2025
posted by Otto Christian Kober

US Fund Market Statistics for January–Lipper Analysis

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for US conventional funds and exchange-traded products for January 2025.   Loading
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AmericasFeaturedFund FlowsFund InsightFund MarketFund PerformanceLSEG LipperMutual Funds & ETP SnapshotNorth AmericaRegionThought LeadershipUSA
Feb 21, 2025
posted by Otto Christian Kober

Friday Facts: European ETF Industry Review, January 2025

January 2025 was another month with strong inflows for the European ETF industry. These inflows occurred in a mainly positive but volatile market environment. The markets were driven by the effects around the inauguration of Donald Trump as the next U.S. president. On one hand, investors appreciated the expected positive impacts on the U.S. economy from the new administration. Meanwhile, they feared the impacts from possible tariffs, which may cause a global trade war as an unwanted side-effect and higher government spending on the inflation and, therefore, on the resulting policies of the U.S. Federal Reserve. That said, the high
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CanadaETFsETFsEuropeFriday FactsFund FlowsGlobalLipperLSEG LipperMarket & Industry InsightNorth AmericaRegionUSA
Feb 21, 2025
posted by Detlef Glow
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