Refinitiv Lipper Analysis

Refinitiv Lipper

Inflationary Concerns, Broader Market Rally Drive This Month’s Flows To Date By Tom Roseen - May 23, 2021

Despite the Federal Reserve’s general stance that inflationary pressures will only be transitory, over the last few months signs that the economy is heating up have caused investors to take some...

Conventional Fund, ETF Investors Shun Equities Over Rising Inflationary Concerns By Tom Roseen - May 21, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row. They injected a net $25.8 billion for Refinitiv Lipper’s...

No Home Country Investment Bias Here By Tom Roseen - May 09, 2021

Home country investment bias has been written about in behavioral finance segments for years. A home country bias infers investors prefer local investments because they feel more familiar with the...

U.S. ESG And SRI Funds: $1 Trillion Mark Broken in Q1 By Tom Roseen - Apr 25, 2021

U.S. investors pushed equity funds to their fourth consecutive quarter of plus-side performance in Q1 2021. Investors embraced the $1.9 trillion stimulus package signed into law by President Joseph...

Initial Market Data: Investors Injected Net $454B Into U.S. Mutuals And ETFs By Tom Roseen - Apr 04, 2021

A third round of stimulus payments, improving COVID-19 vaccine distributions, and talks of a $2.3 trillion infrastructure package pushed the broad-market indices to their fourth consecutive month of...

U.S. ETFs Rake In $84.8 Billion In February By Tom Roseen - Mar 07, 2021

Exchange-traded funds attracted some $84.8 billion for the month of February. Equity ETFs took in the lion’s share, drawing a net $78.2 billion for the month, followed by bond ETFs (+$8.1...

Rotation Toward Cyclical And Out-Of-Favor Issues Continued In January By Tom Roseen - Feb 07, 2021

The average equity fund (including ETFs) just managed to stay in positive territory for January, posting a 0.28% return for a third consecutive month of plus-side performance. With investors beginning...

U.S. Funds Committed To Responsible Investing Practices Attract Some $94.1 Billion By Tom Roseen - Jan 31, 2021 1

Despite the global turmoil brought on by COVID-19, from a mutual fund and ETF performance perspective, 2020 was a strong year. The average equity and taxable fixed income fund posted a 15.63% and...

Year-End Rotation Into Out-Of-Favor Issues? By Tom Roseen - Jan 10, 2021

Despite a horrible first quarter in 2020, when the average equity and fixed income fund (including ETFs) lost 22.33% and 4.56%, respectively, both asset classes were able to finish the year on strong...

Long-Term Assets Attract Net New Money On Vaccine, Fiscal Aid Optimism By Tom Roseen - Dec 04, 2020

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row. They injected $8.7 billion for Refinitiv Lipper’s fund-flows...

The Beginning Of Rotation After COVID-19 Vaccine News? By Tom Roseen - Nov 22, 2020

Markets have displayed some bipolar behavior after Moderna (NASDAQ:MRNA) and Pfizer/BioNTech announced encouraging late-stage trial results for their COVID-19 vaccines over the last few weeks. Both...

COVID-19 Vaccine Update Boosts U.S. Equity ETFs Inflows By Tom Roseen - Nov 15, 2020

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in 14. They injected $27.7 billion for Refinitiv Lipper’s fund-flows week...

Gold, Tech, And Clean Energy Plays Attract Assets By Tom Roseen - Oct 25, 2020

Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a...

ETF, Conventional Fund Investors Turn Backs On High Yield Funds For The Week By Tom Roseen - Oct 04, 2020

Bond funds (including ETFs) witnessed their first week of net outflows in 25 for the Refinitiv Lipper fund-flows week ended September 30, 2020, handing back a net $1.1 billion. While investors...

Net Outflows From Equity Funds Continue By Patrick Keon - Sep 25, 2020

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $16.0 billion for the fund-flows trading week ended Wednesday, September 23. Funds have now seen...

Funds See Net Money Leave For The Sixth Straight Week By Patrick Keon - Sep 21, 2020

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $45.7 billion for the fund-flows trading week ended Wednesday, September 16. Money market funds...

Convertible Securities Funds On A Tear For 2020 By Tom Roseen - Sep 06, 2020

Convertible Securities (CV) Funds, an often-ignored classification in the mixed-assets funds space, have been on a tear in 2020. Given the stingy bond yields in the market and the red-hot stock market...