Refinitiv Lipper Analysis

Investors Duck For Cover In Money Market Funds For The Lipper Fund-Flows Week By Tom Roseen - Apr 29, 2022

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in four, injecting a net $28.4 billion for the Refinitiv Lipper fund-flows week...

Despite Yield Curve Shift, Investors Favor Treasury Funds By Tom Roseen - Mar 29, 2022

Treasury yields have been on the rise for three consecutive weeks, with the 10-year Treasury yield finishing Refinitiv Lipper’s fund-flows week ended Mar. 23, 2022, at 2.32% after hitting an...

Despite Rise In Interest Rates, Investors Inject Net New Money Into Fixed Income By Tom Roseen - Mar 25, 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 $9.2 billion for the Refinitiv Lipper fund-flows week...

Investors Bid Up Commodities And Natural Resources Issues For The Week By Tom Roseen - Mar 13, 2022

For the Lipper Refinitiv fund-flows week ended Mar. 9, 2022, equity funds took it on the chin, declining 2.27%, and on a year-to-date basis, losing 9.73% on average. Markets were roiled during the...

Investors Sour On Bond Funds And ETFs By Tom Roseen - Mar 10, 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 $20.2 billion for the Refinitiv Lipper’s...

U.S. Fund Families Add New Responsible Investing Funds And ETFs To Their Lineup By Tom Roseen - Jan 30, 2022

The U.S. fund business added 689 unique new funds (including ETFs, but excluding share classes) in 2021. And despite the popularity of passively managed funds, 536 of these funds were actively...

Investors Pour Money Into International Funds And ETFs By Tom Roseen - Jan 28, 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 $15.2 billion for Refinitiv Lipper’s fund-flows...

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...