Podcasts – Lipper Alpha Insight: Recent Episodes

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the third-quarter closed-end

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on June’s closed-end fund

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the biggest risks for financial markets. Inflation may be the headline grabber at the moment, but it’s

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on March’s closed-end fund

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund

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Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three. They withdrew $8.5 billion for Refinitiv Lipper’s fund-flows week

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund

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Equity ETFs witnessed net inflows for the fourth week in five, attracting $5.0 billion for the most recent fund-flows week.

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association

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For the second week in three, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $3.4 billion for Refinitiv Lipper’s fund-flows week ended

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Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report—which provides in-depth monthly commentary on the closed-end fund market—and the Closed-End Fund Association

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For the second month in a row, equity closed-end funds (CEFs) on average posted positive returns, rising 4.44% on a net-asset-value (NAV) basis for May, while also for the second month running, fixed income CEFs witnessed returns in the black (+4.69%, their strongest one-month return since September 2009).

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For the first week in four, equity ETFs witnessed net outflows, handing back $1.5 billion for the most recent fund-flows week.

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On March 26, 2020, BNY Mellon announced that Nick Clay, one of the UK’s best known equity income fund managers will be leaving the organisation. He is leaving with a

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For the fourth week in five, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $9.0 billion for Lipper’s fund-flows week ended March

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In this #FundManagerChat podcast, Juan Valenzuela, co-manager of the Artemis Target Return Bond Fund, introduces this recent launch from Artemis and outlines the case for fixed income securities. Juan discusses

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) took in approximately $19.6 billion of net new money for the fund-flows trading week ended December 31. This result

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) recorded net inflows of $29.2 billion for the fund-flows trading week ended Wednesday, December 4. This was the thirteenth

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) recorded net inflows of $30.4 billion for the fund-flows trading week ended Wednesday, October 30. This was the ninth

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) recorded net inflows of slightly more than $5.0 billion for the fund-flows trading week ended Wednesday, October 16. This

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) had net outflows of $17.0 billion for the fund-flows trading week ended Wednesday, August 28. The negative net flows

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In this #FundManagerChat podcast, John Weavers, Manager of the M&G North American Dividend Fund outlines the case for U.S. equity income. John reveals the philosophy and process of underpinning his

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In this #FundManagerChat podcast, Jan Willem Berghuis and Maarten Vankan from Kempen and managers of the Kempen Global Small Cap Fund outline the case for global smaller company equities. Jan Willem

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Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) took in $32.0 billion in net new money for the fund-flows trading week ended Wednesday, July 10. All four

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In this #FundManagerChat podcast, Aziz Unan, founder of Mori Capital and manager of the Mori Ottoman Fund and the Mori Eastern European Fund outlines the case for Emerging European equities.

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In this Lipper podcast hosted by Detlef Glow and Tobias Hartmann, the major findings of our European fund industry review Q1 2019 are outlined. It includes analysis and commentary on

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Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net inflows of $1.9 billion for the fund-flows trading week ended Wednesday, April 3. Taxable bond funds (+$3.7 billion)

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For the first week in four, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $24.1 billion for Lipper’s fund-flows week ended March