Oct 06, 2021 |
Government/Treasury and Domestic Taxable Funds Outperform Tax-Exempt and Non-Domestic Funds Fixed income funds posted a return of negative 0.04% on average during the third quarter of 2021, marking the second negative quarterly performance this year. Taxable bond funds (+0.09%) outshined |
Oct 05, 2021 |
The Month in Closed-End Funds: September 2021 For the month, only 35% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 31% of equity CEFs and 38% of fixed income CEFs chalking up |
Oct 04, 2021 |
Equity Funds Suffer First Quarterly Loss in Six for Q3, with an Average 1.52% Decline Concerns over rising COVID cases, U.S. politics, inflation worries, and a possible default from China’s property giant Evergrande pushed equity funds to their first quarterly loss in six in Q3. |
Sep 26, 2021 |
Monday Morning Memo: European Fund Flow Trends, August 2021 European investors were further in a risk-on mode over the course of August. Given the general market environment it was no surprise that August 2021 was another positive month for |
Sep 20, 2021 |
Emerging Market Equities Take the Top Slot, Despite Equities Going Negative Emerging markets were the only equity group to appear in the top 10 classifications. Asset Class View Money market and equity funds shed £2.2bn and £528m, respectively, with mixed |
Sep 15, 2021 |
Investors Prefer Large-Cap ETFs Over Large-Cap Funds in August Investors were net purchasers of mutual fund assets for the first month in three, injecting $44.6 billion into the conventional funds business (excluding ETFs, which are reviewed in the section |
Sep 07, 2021 |
The Month in Closed-End Funds: August 2021 For the month, 70% of all closed-end funds (CEFs) posted net-asset-value (NAV)-based returns in the black, with 86% of equity CEFs and 59% of fixed income CEFs chalking up returns |
Aug 29, 2021 |
Monday Morning Memo: European Fund Flow Trends, July 2021 European investors were further in a risk-on mode over the course of July even as the situation with regard to the COVID-19 pandemic in Europe started to worsen over the |
Aug 18, 2021 |
Risk-Off July, With Cash Up and Equity Down Money market fund flows dwarf all other asset classes, as investors face slowing recovery Asset Class View Money market funds netted almost £7bn, with bond flows taking £1.51bn and |
Aug 16, 2021 |
Investors Embrace Inflation Protected Bond Funds and ETFs in July Investors were net redeemers of mutual fund assets for the second month in row, withdrawing $15.0 billion from the conventional funds business (excluding ETFs, which are reviewed in the section |
