Lipper Alpha Insight: Recent Episodes
None
Refine investment strategies and generate ideas; Lipper Alpha Insight provides a global perspective on market behavior, investments and funds.
In this podcast, Head of Thomson Reuters Lipper UK & Ireland Research, Jake Moeller, speaks with Jeremy Beckwith.
Jeremy is a UK-based investment consultant and fund selector and is discussing, key structural macro drivers that may affect investor and fund selector decision making in 2017.
Kames Capital is one of the UK’s pioneers of ethical and Environmental, Social & Governance (ESG) investing. They have recently launched their Kames Global Sustainable Equity Fund as part of their wider ESG offering.
In this video, Jake Moeller, head of Lipper UK and Ireland Research at Thomson Reuters speaks with fund manager Craig Bonthron and Head of ESG, Ryan Smith who outline where “sustainability” fits within the ESG framework and its importance to investors.
For the third week in a row fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), injecting $4.6 billion for the fund-flows week. However, given the news of the week, the headline numbers were misleading. Investors padded the coffers of money market funds (+$10.6 billion), but they were net redeemers of equity funds (-$1.0 billion), municipal bond funds (-$2.1 billion), and taxable bond funds (-$3.0 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.
Keith Wade, Chief Economist at Schroders speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.
He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they head towards 2017.
Richard Dunbar, Investment Director at Aberdeen Asset Management speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.
He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017.
In this podcast, Dan Brocklebank, Director at Orbis Investments, UK talks with Jake Moeller, Head of Lipper UK & Ireland Research on November 4, 2016
The active and passive debate is an enduring one which also ties into the nature of fund management fees and charges. Dan Brocklebank outlines his views on key aspects of this debate and outlines the unique approach that Orbis investments adopts in order to align investor interests with those of the fund manager.
For the first week in three fund investors were net sellers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), redeeming, however, just $0.8 billion for the fund-flows week. Investors padded the coffers of equity funds (+$0.3 billion) and municipal bond funds (+$63 million) but were net redeemers of taxable bond funds (-$0.7 billion) and money market funds (-$0.4 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.
As the world begins to digest the result of U.S. Presidential election, Jonathan Davies, lead portfolio manager of the UBS Currency Allocation Return Strategy, discusses the potential impact on markets.
He examines how this outcome relates to currencies, other macro-movers of 2016 and what investment opportunities or threats might manifest themselves moving into 2017.
Jonathan is talking with Jake Moeller, Head of Lipper U.K. & Ireland Research at Thomson Reuters, in London on November 9, 2016.
The sentiments that brought Donald Trump this close to the Presidency have been likened to those unleashed by the Brexit referendum in the UK, and to those behind the rise of extremist parties across the developed world. Those sentiments will remain in place whatever the US presidential result.
The apparent rise in anti-globalization forces threaten to stall or reverse the trend towards increasing globalization that has been in place since the industrial revolution, with profound implications for global growth in the decades to come.
During this webc [...]
Simon Derrick, Head of Market Strategy at BNY Mellon, talks with Jake Moeller, Head of Lipper UK & Ireland Research - Thomson Reuters in London on November 3, 2016.
2016 has been a roller coaster year for investors with commodities led trauma in Q1 followed by uncertainty and volatility. Throw a “Brexit” outcome for the UK and Europe and a US Presidential election into the mix and there is much to digest as we move towards the New Year.
In this podcast, Simon Derrick summarises the material issues investors need to consider for the rest of the year and into 2017.
Der Aktionär TV - Kurzanalyse der Trends im europäischen ETF Markt
Moderator Dr. Bernhard Jünemann (Der Aktionär TV) diskutiert mit Thomas Meyer zu Drewer (ComStage) und Detlef Glow (Thomson Reuters Lipper) die aktuellen Trends hinsichtlich der Mittelbewegungen, Produktneuheiten und Wachstumsaussichten im europäischen ETF Segment.
For the first week in four fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), injecting a net $4.3 billion for the fund-flows week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.
Berliner Kreis - Der Finanztalk von Mein Geld TV
Thema: Nachhaltige Kapitalanlage
Moderatorin: Isabelle Hägewald - Mein Geld
Stephen Snowden, Head of Credit at Kames Capital talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh.
In this interview, Mr Snowden discusses:
- Why he disagrees with recent commentator views on a corporate debt “bubble”
- Reaction of the market post “Brexit” vote
For the second week in a row fund investors were net redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), withdrawing a net $16.0 billion for the fund-flows week. Investors padded the coffers of municipal bond funds (+$0.1 billion) but were net redeemers of money market funds (-$10.6 billion), equity funds (-$3.4 billion), and taxable bond funds (-$2.1 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.