Refinitiv Lipper Analysis

Refinitiv Lipper

Investors Turn Toward Financial Funds And ETFs By Tom Roseen - Jan 13, 2022 2

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in four, withdrawing a net $21.1 billion for Refinitiv Lipper’s fund-flows...

Investors Pile Into Treasury, Flexible, High-Yield Funds, ETFs For the Week By Tom Roseen - Dec 10, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the eighth week in a row, injecting a net $20.6 billion for Refinitiv Lipper’s...

Taxable Bond Funds And ETFs Attract The Largest Long-Term Net Inflows For The Week By Tom Roseen - Nov 18, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fifth week in a row, injecting a net $17.5 billion, for Refinitiv Lipper’s...

Equity ETF Investors Inject Largest Weekly Net Inflows Since Week Ended Feb. 10 By Tom Roseen - Oct 29, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row, injecting a net $61.9 billion—the strongest weekly net inflows...

Loan Participation Funds Can Add Some Needed Diversification By Tom Roseen - Oct 17, 2021

Easy monetary policies implemented by the Federal Reserve Board to help grow the economy during the COVID-19 pandemic, coupled with calls for new government spending packages and supply chain...

Despite Inflationary Concerns, Investors Favor Fixed Income Funds In September By Tom Roseen - Oct 10, 2021

Investors continued to plow money into taxable (+$32.0 billion) and tax-exempt (+$4.8 billion) bond funds (including ETFs) for the month of September, despite a 22-basis-point rise in the 10-year...

Investors Turn Their Backs On Fixed Income Funds And ETFs By Tom Roseen - Oct 08, 2021 1

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $12.5 billion for Refinitiv Lipper’s fund-flows...

Market Downturn Draws Investors To Taxable Fixed Income Funds By Tom Roseen - Sep 26, 2021

Unsurprisingly, given the increase in volatility in equity markets during the Refinitiv Lipper fund-flows week ended Sept. 22, 2021, investors turned their backs on equity ETFs and mutual funds,...

Investors Turn A Cold Shoulder To Equity Funds And ETFs By Tom Roseen - Sep 24, 2021 1

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in three, injecting a net $50.4 billion for Refinitiv Lipper’s...

Bond Funds Remain Significant Attractors Of Investors’ Assets Despite Inflation By Tom Roseen - Sep 12, 2021

Most pundits expect the Federal Reserve Board to start a gradual withdraw of its easy money policies in the near term. And while Fed Chair Jerome Powell stated at the end of the annual Jackson Hole...

Conventional Funds And ETFs Attract $3.8 Billion Of Net Inflows For The Week By Tom Roseen - Sep 12, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the sixth week in seven, injecting a net $3.8 billion for Refinitiv Lipper’s fund-flows...

Equity Mutual Funds Averaged A 2% Return In August-Strongest 1 Month Since April By Tom Roseen - Sep 05, 2021

Despite heightened COVID-19 caseloads and hospitalizations in the U.S., growing inflationary concerns, and a decline in consumer confidence, the average equity fund posted a 2.00% return in...

Equity ETFs Attract Their Largest Weekly Net Inflows Since February By Tom Roseen - Sep 03, 2021

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in six, withdrawing a net $1.1 billion for Refinitiv Lipper’s fund-flows...

Despite Market Declines, Equity ETFs Attract Their Largest Weekly Net Inflows By Tom Roseen - Aug 22, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth consecutive week, injecting a net $33.0 billion for Refinitiv Lipper’s...

Real Estate Funds And ETFs Gain Ground In 2021 By Tom Roseen - Aug 08, 2021

As investors slowly rotate out of the stay-at-home and tech stocks, out-of-favor issues have gained momentum. Year-to-date through the period ended Aug. 5, 2021, the average equity fund has posted a...

Investors Take Their Foot Off The Flows Pedal For The Week By Tom Roseen - Aug 06, 2021

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week, injecting a net $2.1 billion for Refinitiv Lipper’s...

Passive Vs. Active Fund-Flows Trends In Q2 By Tom Roseen - Jul 25, 2021

U.S. investors pushed equity funds to their fifth consecutive quarter of plus-side performance in Q2 2021 as they focused on the reopening of global economies, a commitment by the Federal Reserve...