After some down time, we are bringing back weekly analysis of the U.S. fund market. In this weekly piece I’ll be touching on market events, FTSE Russell index performance, and overall trends using LSEG Lipper data—focusing more on the fixed income fund market. The general layout will go as follows: a recap of relevant macro events, followed by a table summary of the latest fund market data, then lastly some commentary. The commentary will either focus on the overall weekly numbers or a specific classification/macro-group trends. If there are any follow-up questions on the data/products presented or specific insights you’d

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended July 11, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the tenth week in 12, adding a net $6.5 billion. This past week, money market funds (+$4.3 billion), taxable bond funds (+$3.4 billion), tax-exempt bond funds (+$775 million), and alternative investments funds (+$640 million) attracted inflows. Equity funds (-$2.3 billion), mixed-assets funds (-$226 million), and commodities funds (-$37 million were the only groups

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended May 29, 2024, investors were overall net sellers of fund assets (including both conventional funds and ETFs) for the first week in six, removing a net $9.6 billion. This past week, equity funds (-$6.9 billion), money market funds (-$2.4 billion), commodities funds (-$584 million), taxable bond funds (-$318 million), mixed-assets funds (-$175 million), and tax-exempt bond funds (-$95 million) suffered outflows. Alternative investments funds (+$852 million) was the only group to

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended May 8, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third straight week, adding a net $36.4 billion. This past week, money market funds (+$24.5 billion), taxable bond funds (+$8.1 billion), equity funds (+$3.6 billion), municipal bond funds (+$1.1 billion), alternative investments funds (+$384 million), and commodities funds (+$81 million) reported inflows. After seeing their third largest weekly outflow on record, money

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

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 24, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three, adding a net $5.5 billion. Last week the fund market saw an astonishing $143.5 billion in outflows—the largest weekly outflow since the week ending September 16, 2009. Most of this was due to money market funds (-$118.5 billion) seeing their third largest weekly outflow on record—trailing only the

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 17, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth week in five, removing an astonishing $143.5 billion—the largest weekly outflow since the week ending September 16, 2009. Alternative investments (+$117 million) was the only group to attract inflows since last Thursday. Money market funds (-$118.5 billion), equity funds (-$19.5 billion), taxable bond funds (-$3.2 billion), municipal bond funds (-$1.5 billion),

Headline figures Assets Under Management[1] Chart 1: Assets Under Management of ETFs Listed on the LSE by Asset Type as of March 31, 2024 (£bn) Source: LSEG Lipper   Total ETF assets grew by £33.94bn over March through a combination of inflows and market moves: a growth of 3.3% over March and 26.7% on an annual basis. Commodity funds saw the greatest growth in percentage terms on a month-on-month basis (8.1%), although growing at a modest 1.7% year on year. Note also that this monthly growth is from a low base, as just 1% of ETF assets are held in

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7 billion. Taxable bond funds (+$6.0 billion), alternative investments (+$571 million), and tax-exempt bond funds (+$415 million) reported weekly inflows. Money market funds (-$35.3 billion), equity funds (-$1.0 billion), commodities funds (-$207 million), and mixed-assets funds (-$168 million) suffered outflows over the week. Money market

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 3, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three, adding a net $76.6 billion—tenth largest weekly total since the start of 2015. Money market funds (+$69.9.8 billion), taxable bond funds (+$7.1 billion), commodities funds ($642 million), alternative investments (+$231 million), and tax-exempt bond funds (+$80 million) all took in weekly inflows. Equity funds (-$941 million) and mixed-assets

The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended March 27, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the second straight week, removing a net $7.5 billion. Taxable bond funds (+$3.1 billion, +0.57%), equity funds (+$2.0 billion, +0.69%), and tax-exempt bond funds (+$447 million, -0.06%) attracted weekly net new capital. Money market funds (-$11.8 billion, +0.10%), alternative investments funds (-$485 million, +0.31%), commodities funds (-$435 million, +0.85%), and mixed-assets funds (-$350

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