Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
Jan 11, 2022

Inflation Protected, Tax-Exempt, and High Yield Bond Funds End Year on High Note

Fixed income funds realized a return of positive 0.06% on average during the fourth quarter of 2021, marking the ninth positive quarterly performance over the last 12 quarters. Tax-exempt bond
Jan 06, 2022

The Month in Closed-End Funds: December 2021

For the month, 90% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 94% of equity CEFs and 88% of fixed income CEFs chalking up returns
Dec 19, 2021

Monday Morning Memo: European Fund Flow Trends, November 2021

European investors were in general further in a risk-on mode over the course of November 2021. Given the volatile and sluggish general market environment it was somewhat surprising that November
Dec 15, 2021

Everything Flows: Little Sign of Inflation-Proofing, as Fund Buyers Dash for Cash

As UK inflation hits 5.1%, its fund buyers are net sellers of inflation-linked bonds   Asset Class View Money market funds took £11.1bn, with the next biggest asset gatherers being
Dec 14, 2021

Flows into ETFs Outpace Those to Conventional Funds in November

Investors were net purchasers of mutual fund assets for the fourth month in a row, injecting $45.8 billion into the conventional funds business (excluding ETFs, which are reviewed in the
Dec 05, 2021

The Month in Closed-End Funds: November 2021

For the month, only 36% of all CEFs posted NAV-based returns in the black, with just 14% of equity CEFs and 53% of fixed income CEFs chalking up returns in the plus column.
Nov 23, 2021

Arabian Fund Market Summary – Review Q1 – Q3 2021

The fund industry in the Arabian markets (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates) enjoyed overall estimated net inflows of $5.6 bn over the course of
Nov 21, 2021

Monday Morning Memo: European Fund Flow Trends, October 2021

Inflows into money market products boosted the fund flows for October 2021, while European investors were in general further in a risk-on mode over the course of the month. Given
Nov 16, 2021

Investors Embrace Inflation Protected Bond ETFs in October

Investors were net purchasers of mutual fund assets for the third month in a row, but they injected only $317 million into the conventional fund business (excluding ETFs, which are
Nov 03, 2021

The Month in Closed-End Funds: October 2021

For the month, only 60% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 88% of equity CEFs and just 39% of fixed income CEFs chalking

About Lipper Research

Lipper's Global Research Team has nearly three centuries of collective fund industry experience, and provides unparalleled web and print based content and analysis to fund management firms, financial advisors, and individual investors. Our analysts span the globe, providing regional coverage of fund markets from 16 research centers worldwide. more

 

Lipper Fund Market Insight Reports provide in-depth summaries and analysis of key economic and market events that help shape both fixed income and equity mutual fund performance trends. These monthly and quarterly reports allow you to view trends within the equity and fixed income fund universes, highlighted in detailed charts, graphs, and commentary.

 

Lipper Fund Flows Insight Reports provide you with critical monthly mutual fund money flow trends and analysis. Fund managers and marketing analysts receive revealing information about which types of funds investors have been putting their money in and why. The reports also provide an important resource that can help market strategists, hedge fund managers, and all types of asset managers to project which asset classes, regions, sectors, and investment styles may potentially see the largets money inflows in coming months, depending on specific future market movements.

 

Lipper provides mutual fund professionals and shareholder advocates comprehensive studies focusing on the issues affecting today's industry. These original studies contain classification benchmarks enabling readers to measure their funds against peers, along with expert commentary providing insights to help sell funds, identify product placements opportunities, remain competitive, and manage accounts.

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