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U.S. Inflation Trends and Consumer Behavior The COVID-19 pandemic disrupted global supply chains and labor markets, initially keeping inflation subdued due to weak demand and widespread ... Find Out More
STOXX 600 Earnings Outlook 25Q2 | Aug. 26, 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
Swiss Fund Market Statistics for July–Lipper Analysis In this issue of LSEG Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and ... Find Out More
Monday Morning Memo: Review of the Concentration of the Assets Under Management in the European ETF Industry by Lipper Global Classifications The European ETF industry does show a high concentration of the assets under management (AUM) on different levels. In order to examine the ... Find Out More
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U.S. Weekly FundFlows Insight Report: Investors Give a Cold Shoulder to Equity Funds for the Fund-Flows Week

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $16.7 billion for the LSEG Lipper fund-flows week ended Wednesday, August 23. Fund investors were net sellers of equity funds (-$11.2 billion), money market funds (-$3.3 billion), taxable bond funds (-$1.7 billion), and tax-exempt fixed income funds (-$534 million) for the week. Market Wrap-Up Investors took their collective foot off the pedal during the fund-flows week as the 10-year Treasury yield witnessed relatively large swings ahead of the Federal Reserve Bank of Kansas City’s annual monetary policy
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Fund FlowsFund FlowsFund IndustryFund InsightLipper US Fund FlowsLSEG Lipper
Aug 24, 2023
posted by Tom Roseen

U.S. Weekly FundFlows Insight Report: Both Equity ETFs, Funds Attract Net New Money Despite Mixed Returns

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week. They injected $34.6 billion for Refinitiv Lipper’s fund-flows week ended February 17, 2021. Fund investors padded the coffers of money market funds (+$17.3 billion), equity funds (+$9.6 billion), taxable bond funds (+$5.7 billion), and tax-exempt fixed income funds (+$2.0 billion) for the week. Market Wrap-Up The broad-based U.S. indices ended the fund-flows week mixed as investors focused on a decline in COVID-19 cases, progress toward another large COVID-19 related fiscal aid package, and a steepening Treasury yield curve. On the
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Fund FlowsFund FlowsFund IndustryFund InsightLipper US Fund Flows
Feb 18, 2021
posted by Tom Roseen

Taxable Bond Funds Are Back in Favor

After a dismal showing in March and the first week in April, taxable bond funds are now back in favor. During the six-week COVID-19 bond market meltdown, which continued through the fund-flows week ended April 8, 2020, investors were net redeemers of taxable bond funds (including ETFs). The largest weekly net outflows on record for the group occurred on March 25 (-$62.0 billion) and March 18 (-$55.9 billion), respectively. During the selloff, investors worried about individual firms’ credit quality and market liquidity as the global economy entered a state of lockdown, but their fears were assuaged after the Federal Reserve
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Chart of the DayChart of the WeekFund Flows
May 29, 2020
posted by Tom Roseen

U.S. Weekly FundFlows Insight Report: Investors Sour on Equity Funds as APs Pump Money into Equity and Bond ETFs

For the fifth week running, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $11.7 billion for Lipper’s fund-flows week ended January 22, 2020. Fund investors were net purchasers of taxable fixed income funds (+$8.4 billion), municipal bond funds (+$2.0 billion), money market funds (+$1.2 billion), and equity funds (+$69 million) this week. Market Wrap-Up For the Martin Luther King Jr. Day-shortened fund-flows week ended January 22, 2020, investors cheered a bevy of positive news which included the signing of the Sino-American phase-one trade agreement; Congress passing a revised trade deal between the
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Fund FlowsFund IndustryFund Insight
Jan 23, 2020
posted by Tom Roseen

Tis the Season to Be . . . Tax-Loss Harvesting?

Despite the prospect of a Santa Claus rally, along with the strong bull market returns of 2017, investors were net redeemers of equity funds for the fund-flows week ended December 13, 2017, with equity funds (including ETFs) suffering their largest net redemptions (-$16.2 billion, their eleventh largest weekly net outflows on record) since December 21, 2016, despite posting a handsome one-week return of 1.17%. For the fund-flows week the broad-based indices generally rallied to new highs, with the Dow Jones Industrial Average Price Only Index closing the flows week up 1.84%, while the S&P 500 Price Only Index rose 1.28%.
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Chart of the WeekCharts & TablesFund FlowsNew in Charts
Dec 15, 2017
posted by Tom Roseen

U.S. Weekly FundFlows Insight Report: Saber Rattling Keeps Equity Fund Investors on the Sidelines for the Week

Markets were pummeled at the beginning of Lipper’s fund-flows week ended Wednesday, August 16, 2017, amid continued saber rattling between the U.S. and North Korea as North Korea laid out plans to launch a missile strike on U.S. military bases in Guam. But after the war rhetoric cooled somewhat, markets bounced back, approaching record levels once again. However, nagging concerns persist for fund investors. For the fourth consecutive week investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $9.0 billion. However, the headline numbers were slightly misleading; while investors padded the coffers of money
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Fund FlowsFund IndustryFund Insight
Aug 17, 2017
posted by Tom Roseen

Despite a Blow to Trump’s Healthcare Replacement Bill, Investors Are Net Purchasers of Fund Assets for the Week

Despite better-than-expected economic news released during the fund-flows week ended March 29, 2017, investors continued to bid equities down as Republicans in the House of Representatives initially delayed the vote for and then eventually pulled the controversial healthcare replacement bill after failing to gain enough votes to pass it. This failure led some pundits to question the Trump administration’s ability to implement its aggressive economic agenda, which many believe has been the catalyst for the recent post-election market rally. However, for the first week in three fund investors were net purchasers of fund assets (including those of conventional funds and
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Fund FlowsFund IndustryFund Insight
Mar 31, 2017
posted by Tom Roseen

Investors Ring in the New Year by Padding the Coffers of Inflation-Protected Bond Funds and Loan Participation Funds

The Federal Open Market Committee released its December 2016 policy meeting minutes during the week. In the minutes Fed officials raised the likelihood they may have to raise interest rates faster than previously planned. Following the Fed’s two-day policy meeting in December, it raised its prime lending rate 25 basis points as expected and forecasted three more hikes in 2017, compared to the two that had been anticipated at its September meeting. In the minutes Fed officials raised concern that the labor market appears to be tightening more than expected, and some officials indicated that the risk to their economic
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Charts & TablesFund FlowsFund InsightNew in Charts
Jan 6, 2017
posted by Tom Roseen

Post-Election Fund Investors Turn to TIPS

In the aftermath of the Donald Trump presidential election victory this past week, investors increased their bets on inflation, pushing the ten-year Treasury yield to its highest closing value in ten months, jumping 19 basis points on Wednesday to 2.07%. During his victory speech on Wednesday morning, Trump talked about boosting spending on infrastructure, cutting corporate and individual taxes, and repatriating overseas cash in an attempt to promote growth in the U.S. economy, all of which some pundits believe could be inflationary. As might be expected given the increase in Treasury yields at all maturities across the yield curve, for
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Charts & TablesETFsFund FlowsMarket & Industry InsightNews in Charts
Nov 11, 2016
posted by Tom Roseen

U.S. Weekly FundFlows Insight Report: Despite Election Woes, Equity ETFs Take in Net New Money for the Week

During the flows week ended Wednesday, November 9, 2016, markets continued their rollercoaster ride, punctuated by the longest daily losing streak the markets witnessed since 1980, concerns over the FBI’s reopening its investigation into Hillary Clinton’s email server, and Donald Trump’s turnaround in some opinion polls. Uncertainty hamstrung many investors ahead of the U.S. presidential election, despite economic reports during the week presenting a theme of balanced economic growth. At the beginning of the flows week stocks continued their multiday decline, despite investors learning that factory orders rose 3% for September and continuing to focus on the upcoming U.S. election,
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Fund FlowsFund IndustryFund Insight
Nov 11, 2016
posted by Tom Roseen

U.S. FundFlows Insight Report: Equity Mutual Funds Suffer Their Thirty-First Consecutive Week of Net Redemptions

Investors sat on their hands during the fund-flows week ended October 12, 2016. With Q3 earnings reporting season beginning unofficially with Alcoa’s earnings announcement, with the minutes from the Federal Open Market Committee meeting being released, and with the September nonfarm payrolls report coming out during the flows week, many investors took a wait-and-see approach to investing. U.S. stocks drooped after the Labor Department reported the U.S. economy added just 156,000 jobs for September, missing analyst expectations of 172,000, while the unemployment rate rose to 5.0% as new workers entered the labor market. Many investors interpreted the jobs report as
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ETFsFund FlowsFund IndustryFund Insight
Oct 14, 2016
posted by Tom Roseen

US FundFlows Insight Report: APs Ignore Hawkish Tone by Fed

In the heat of Q2 earnings season, investors took a break from the recent market rally - Read this week's US FundFlows Insight Report to understand more...
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Fund FlowsFund Insight
Jul 29, 2016
posted by Tom Roseen
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