Refinitiv Lipper Analysis

A Volatile Fund Flows Week By Tom Roseen - Oct 21, 2022

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row, withdrawing a net $6.8 billion for the Refinitiv Lipper fund-flows...

Taxable Bond ETFs Attract Their Largest Weekly Net Inflows Since End Of 2021 By Tom Roseen - Oct 07, 2022 6

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the second week in a row, withdrawing a net $35.4 billion for the Refinitiv Lipper fund-flows...

Cash Gains Popularity During The Fund-Flows Week By Tom Roseen - Sep 25, 2022

For the Refinitiv Lipper fund-flows week ended September 21, 2022, money market funds was the only asset class to attract net new money for the week, taking in $30.0 billion, while taxable fixed...

Despite Hawkish Comments, Treasury ETFs Attract Net New Money By Tom Roseen - Sep 04, 2022 1

Equity funds (including ETFs), taxable bond funds, and municipal bond funds took it on their collective chins this week after Federal Reserve Board Chair Jerome Powell made very clear his intent to...

Conventional Fund And ETF Investors Sour On Equities By Tom Roseen - Sep 02, 2022

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three, removing a net $30.2 billion—their largest weekly net outflows...

Are We Out Of The Woods Yet? By Tom Roseen - Aug 23, 2022

Both the Nasdaq Composite and Dow Jones Industrial Average exited bear-market and market-correction territory, respectively, during the Lipper fund-flows week ended August 17, 2022, with peak-to-date...

Can ESG Investing Weather The Recent Storms? By Robert Jenkins - Aug 19, 2022

Is it a fad slated to fade or a needed wakeup call?For the past four to five years, Environmental, Social and Governance performance has dominated the investment conversation. Partly as a result of...

Equity ETFs Attract $11.8 Billion For The Fund-Flows Week By Tom Roseen - Aug 19, 2022

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in three, injecting a net $15.9 billion—their largest weekly net inflows...

The Growth In Responsible Investment Funds By Tom Roseen - Jul 24, 2022

The concept of socially responsible investing (SRI) has been around for hundreds of years. From the Quakers (aka, the Religious Society of Friends) prohibiting members from participating in the slave...

Despite Market Rally, Fund And ETF Investors Continue To Shun Equities By Tom Roseen - Jul 22, 2022

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $7.2 billion for the Refinitiv Lipper fund-flows...

Investors Flock To Safe-Haven And Income Plays Ahead Of Fed Decision By Tom Roseen - Jul 19, 2022

The U.S. Bureau of Labor Statistics released its June Consumer Price Index report on Wednesday, July 13. In the report, it indicated that CPI rose 1.3% for the month and on a seasonally adjusted basis...

Conventional Fund And ETF Investors Give Equity Funds A Cold Shoulder By Tom Roseen - Jul 17, 2022

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week, injecting a net $8.1 billion for the Refinitiv Lipper fund-flows...

Investors Sell Equity Funds While Commodity Funds In Favor By Tom Roseen - Jun 17, 2022

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, redeeming a net $45.2 billion for the Refinitiv Lipper fund-flows week...

ETF And Conventional Fund Investors Take Two Distinct Paths By Tom Roseen - May 22, 2022

Investors were net redeemers of mutual fund and ETF assets for the Refinitiv Lipper fund-flows week ended Wednesday, May 18, 2022, collectively handing back a net $30.9 billion—including a...

Investors Turn To Treasury And Large Cap ETFs By Tom Roseen - May 20, 2022

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the third week in a row, redeeming a net $30.9 billion for the Refinitiv Lipper fund-flows week...

Equity ETF Flows Remain Positive Despite Largest One-Week Loss Since March 2020 By Tom Roseen - May 15, 2022

Equity funds and ETFs took a drubbing for the Refinitiv Lipper fund-flows week ended Wednesday, May 11, 2022, with the average equity fund declining 8.65% for the flows week—its worst one-week...

Investors Seek Safe Havens In Midst Of Rising Volatility During Lipper Fund Flows By Tom Roseen - May 01, 2022

For the Refinitiv Lipper fund-flows week ended Wednesday, Apr. 27, investors turned a cold shoulder to equity mutual funds and ETFs, redeeming $7.6 billion and $1.2 billion, respectively.The average...