Refinitiv Lipper Analysis

Refinitiv Lipper

Equity ETFs Attract $11.8 Billion For The Fund-Flows Week By Tom Roseen - Aug 19, 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 $15.9 billion—their largest weekly net inflows...

The Growth In Responsible Investment Funds By Tom Roseen - Jul 24, 2022

The concept of socially responsible investing (SRI) has been around for hundreds of years. From the Quakers (aka, the Religious Society of Friends) prohibiting members from participating in the slave...

Despite Market Rally, Fund And ETF Investors Continue To Shun Equities By Tom Roseen - Jul 22, 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 $7.2 billion for the Refinitiv Lipper fund-flows...

Investors Flock To Safe-Haven And Income Plays Ahead Of Fed Decision By Tom Roseen - Jul 19, 2022

The U.S. Bureau of Labor Statistics released its June Consumer Price Index report on Wednesday, July 13. In the report, it indicated that CPI rose 1.3% for the month and on a seasonally adjusted basis...

Conventional Fund And ETF Investors Give Equity Funds A Cold Shoulder By Tom Roseen - Jul 17, 2022

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week, injecting a net $8.1 billion for the Refinitiv Lipper fund-flows...

Investors Sell Equity Funds While Commodity Funds In Favor By Tom Roseen - Jun 17, 2022

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, redeeming a net $45.2 billion for the Refinitiv Lipper fund-flows week...

ETF And Conventional Fund Investors Take Two Distinct Paths By Tom Roseen - May 22, 2022

Investors were net redeemers of mutual fund and ETF assets for the Refinitiv Lipper fund-flows week ended Wednesday, May 18, 2022, collectively handing back a net $30.9 billion—including a...

Investors Turn To Treasury And Large Cap ETFs By Tom Roseen - May 20, 2022

Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the third week in a row, redeeming a net $30.9 billion for the Refinitiv Lipper fund-flows week...

Equity ETF Flows Remain Positive Despite Largest One-Week Loss Since March 2020 By Tom Roseen - May 15, 2022

Equity funds and ETFs took a drubbing for the Refinitiv Lipper fund-flows week ended Wednesday, May 11, 2022, with the average equity fund declining 8.65% for the flows week—its worst one-week...

Investors Seek Safe Havens In Midst Of Rising Volatility During Lipper Fund Flows By Tom Roseen - May 01, 2022

For the Refinitiv Lipper fund-flows week ended Wednesday, Apr. 27, investors turned a cold shoulder to equity mutual funds and ETFs, redeeming $7.6 billion and $1.2 billion, respectively.The average...

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...