Lipper Research

Most Recent Research

Report Type / Publish DateReport Name
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

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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