Webcasts – Lipper Alpha Insight: Recent Episodes
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At the recent Lipper Expert Forum 2019 held in London, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, sat on our macro-economic outlook panel. We caught up with
What ETF facts do traditional fund managers need to know about the ETF market? On July 3, 2019, Refinitiv hosted the inaugural Refintiv ETF Academy at Canary Wharf. In this
How does the fund management industry improve workplace diversity? On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The second final panel of
At the recent Lipper Fund Selector Forum 2019 held in London, Chris Welsford, Managing Director and founder of wealth manager, Ayres Punchard, sat on the “ESG and the Fund Distribution
On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The final panel of the morning was “ESG and the Fund Distribution Value Chain.”
At the recent Lipper Fund Selector Forum 2019 held in London, Richard Philbin, CIO of Wellian Investment Solutions, sat on the “Future Directions for Fund Selection” panel. We caught up
At the recent Lipper Fund Selector Forum 2019 held in London, Bev Shah, founder and CEO of City Hive sat on the “Diversity Dividend” panel. We caught up with Bev
On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was “Future Directions for Fund Selection.” In this
A good sign for retailers as Walmart reports better than expected earnings. Jharonne Martis, Director of Consumer Research at Refinitiv, joined to break down the results and discuss the retailers
Jharonne Martis, director of consumer research at Refinitiv, Brian Nagel, senior equity research analyst for retail at Oppenheimer, and Joe Lavorgna, chief economist of the Americas at Natixis, join “Squawk
Earnings season is winding down, but retailers are just starting to report their quarterly results. Shares of major retailers ended lower on Wednesday after Macy’s reported disappointing results for the
USA Lipper Fund Award winners share what this prestigious industry achievement means to their firm, the value and the importance of such recognition among their peers. Lipper Fund Award winners
Sander Read, CEO of Lyons Wealth Management, provides insight into the impact of market downturns and transformative technologies for the fund management industry in 2019 and beyond. Lipper Fund Award
Kevin Hanney, Director of National Sales at Cavalier Investments, discusses the impact of Brexit and Chinese trade negotiations on the U.S. financial market in 2019. Lipper Fund Award winners have
Rob Young, Portfolio Manager at Icon Advisors, delves into the impact of the energy market in emerging markets such as Russia and China and the impact of this in 2019.
Michael Barclay, Senior Portfolio Manager at Columbia Threadneedle Investments discusses the importance of corporate governance on investing, and particularly its impact on the growth of ESG investing. Lipper Fund Award
Matt Ferratusco, Portfolio Manager at Lyons Wealth Management, discusses a downwards biased market and the impact of multiple factors on the market in 2019. Lipper Fund Award winners have excelled
Jonathan Krieder, Vice President of Great-West Investments, discusses factors influencing the markets in 2019, including the U.S. economy and the Federal Reserve. Lipper Fund Award winners have excelled in providing
Jason Castelluccio, SVP/Client Portfolio Manager at Nuveen, talks about multiple factors impacting the U.S. financial market in 2019, including the trade war with China, intellectual property concerns, issues with North
Richard Goldman, Market Development Director, Investment & Advisory, Asia-Pacific at Refinitiv, highlights the outstanding achievements of Hong Kong’s 2019 Lipper Fund Award winners. These highly-respected awards honor funds and fund
At the 2019 Lipper Fund Awards Hong Kong, Xav Feng, Director, Lipper Asia Pacific Research at Refinitiv, presented the Global Fund Flow Trend report and how Lipper calculates the merit
In her keynote speech at the 2019 Lipper Fund Awards in Hong Kong, Ms. Alice Law Shing-mui, Deputy Chairman and Managing Director at the MPFA, shares their vision for a
At the 2019 Lipper Fund Awards Hong Kong, Henry Chan, Chief Investment Officer, BEA Union Investment, shared his views on the importance of a tight investment process, the benefit of
At the 2019 Lipper Fund Awards Hong Kong, Alex Chu, CEO at BOCI-Prudential gives his insight on how the firm’s proposition, customer-centric culture and high quality products, gives them an
At the 2019 Lipper Fund Awards Hong Kong, Andy Lai, Deputy General Manager at China Life, shared their firm’s formula for consistent performance, the process for selecting the best fund
At the 2019 Lipper Fund Awards Hong Kong, Lily Cheung, director, relationship management and sales at MFS Investment Management, shared how a disciplined investment philosophy together with a rigorous, robust
Highlights from the 2019 Lipper Fund Awards, Hong Kong, where investment professionals gathered to celebrate the best funds and fund management firms. The 15th Lipper Fund Awards, Hong Kong were
Jake Moeller, Head of Lipper UK & Ireland Research at Refinitiv, outlines the value of Lipper Fund Awards, their importance in the industry, the details behind the award classifications, and
Kevin Zhao, Head of Global Sovereign and Currency at UBS Asset Management, joined us at the 2019 Lipper Fund Awards UK. In this video, the award winning manager (collecting the
Nick Greenwood, Fund Manager at Miton Asset Management, talks to us at the recent 2019 UK Lipper Fund Awards. Winning in the Mixed Asset GBP Flexible (3-years) category with the LF
Highlights from the 2019 Lipper Fund Awards, UK, where Investment Professionals gathered to celebrate the best funds and fund management firms. The 2019 Lipper Fund Awards United Kingdom were held
At the recent 2019 UK Lipper Fund Awards in London, TwentyFour Asset Management was the winning firm in the Absolute Return GBP Low category for 3 years. During the event,
At the recent 29th annual U.K. Lipper Fund Awards in London, NFU Mutual collected its first ever Lipper Fund Award in the Group–Equity Small category. In this short interview Jake
In this video Frederick Gabriel Jr, Editorial Director at Investment News, interviews Kathleen Gaffney, Director of Diversified Fixed Income at Eaton Vance Management. The duo discusses ESG Investing, the integration
For over 40 years Lipper has been the go to source for independent content, analytics and research covering investment funds. As the fund industry evolves, our aim is to ensure
How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic
Watch leading experts from two of Canada’s premier financial institutions as they discuss the benefits of integrating ESG factors into portfolio management — both for assessing investment risks and opportunities,
In this Research Note, we’ll explore in more detail the validity of the adage “flight to quality.” The hypothesis is that during times of fear or uncertainty in the markets,
Lipper Fund Awards 2018 – Hong Kong Highlights Video In the words of Guest Speaker, Mr. Joseph Chan, the Under Secretary for Financial Services and the Treasury for the HKSAR
At the recent Lipper Fund Selector Forum 2018, Jake Moeller, Head of Lipper UK & Ireland Research, chaired the keynote panel with Lucy Walker, Head of Third Party Funds at Sarasin
At the recent Lipper Fund Selector Forum 2018, Detlef Glow, Head of Lipper EMEA Research, outlined the trends in the pan-European mutual funds market for the period to the end
The financial services industry is often indicted for a lack of employee diversity. At the recent Lipper Fund Selector Forum, Jake Moeller moderated a panel which examined this important issue.
During a prolonged period of low market volatility, global market participants were fortunate to experience an upward drift in equity markets, with the rally driven by both earnings upgrades and
Authored by Brenda Zhang. With the explosive growth in passive exchange-traded products (ETPs), constructing appropriate investing strategies in this area is more important now than ever. In recent years, investors’
Held at the Mandarin Oriental in New York City, the Lipper U.S. Fund Awards dinner and ceremony recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-,
The fixed-income market is at a crossroads. Inflation does not appear to be a big concern, employment is strong and the U.S. Federal Reserve is expected to gradually nudge interest
Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper (currently Refinitiv) invites you to join him and winning funds at the UK Lipper Fund Awards on Wednesday
Shoes stealing the spotlight on and off the runway at New York Fashion Week this year, everything from boots to slinky stilettos even ugly sneakers. While it is uncommon for
Lipper from Refinitiv is well known for its Global Lipper Fund Awards franchise. However, it also lends its expertise in data collection and analysis to a number of organisations who
The retail landscape has changed significantly, and it’s not enough to have a brick and mortar store, or even an online presence. What’s critical now is giving consumers an experience
Iconic leather goods maker, Coach is hoarding millennial consumers with a massive advertising blitz during New York Fashion Week. Watch Director of Consumer Research, Jharonne Martis talks with Reuters TV
The departure of long-term senior bond stalwarts David Roberts and Phil Milburn from Kames Capital in mid-August 2017 has necessitated material changes at the firm. Subsequently, Adrian Hull and Stephen
In August of 2007, BNP Paribas suspended three of its investment funds, an incident which at the time, only made news in a few local trade publications. A subsequent run
In the summer of 2016, an unexpected Brexit outcome in the U.K’s EU membership referendum resulted in sudden outflows of some £2 billion from U.K. commercial property funds. This forced
In this webcast, Albert Reiter, founder and CEO of Investment Director at e-fundresearch.com, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector
In this webcast, Andrew MacFarlane, Investment Director at FUNDHOUSE, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum held in London on
In this webcast, James Klempster, the Head of Investment Management at Momentum Global Investment Management, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the
In this webcast, Peter Elston, the CIO of Seneca Investment Managers chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum
The active versus passive debate is as enduring as the hills. However, recent fund flows into passive vehicles in pan-Europe have been well ahead of long-term averages. In this Asset
At the recent 2017 Thomson Reuters Lipper European Fund Selectors Forum, Jake Moeller, Head of Lipper UK & Ireland Research, interviewed three of the UK’s preeminent mutual fund analysts: Dr.
In this webcast, Lawrence Gosling , Founding Editor of Investment Week chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector
In this webcast, Victoria Hasler, Head of Research at Square Mile chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector
In early June 2017, Lipper’s Jake Moeller considered idea generation in the current low yield environment with a panel of Kames Capital’s investment managers. The panel included: Stephen Jones, Chief
Thomson Reuters Director of Consumer Research, Jharonne Martis, joins to break down the driving trends in retail.
Luxury handbag maker Coach announcing Monday it’s buying colorful and smaller rival Kate Spade, for nearly $2.5 billion dollars, in a move to gain a better foothold in the growing
Ralph Lauren will eliminate jobs and shut its flagship Polo store on Fifth Avenue in New York City as part of a cost-cutting plan. Director of Consumer Research, Jharonne Martis talks with Reuters TV.
Lululemon gives lackluster first quarter earnings guidance. And, Wall Street is taking the news very hard. Director of Consumer Research, Jharonne Martis talks with Reuters TV.
This intimate, interactive forum brought together the Lipper Fund Awards winning executives, industry leaders, wealth managers, distribution professionals and investment advisors who are shaping the Canadian investment management industry, to
Kames Capital is one of the UK’s pioneers of ethical and Environmental, Social & Governance (ESG) investing having had a franchise in this space for 27 years. They have recently
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 (Lipper) die
Stephen Snowden, Head of Credit at Kames Capital talks with Jake Moeller, Head of Lipper UK & Ireland Research at Refinitiv on October 3, 2016 in Edinburgh. In this interview,
Phil Milburn, Head of Investment Strategy – Fixed Interest and David Ennett, Head of High Yield at Kames Capital talk with Jake Moeller, Head of Lipper UK & Ireland Research
Global trade plummeted in the financial crisis. It then recovered but has now stalled. Is it stalling due to growing isolationism and is the UK’s Brexit vote part of this
Fathom Consulting’s forecasts show that the British economy was going to slow down whether the UK referendum vote was to leave or remain in the European Union. This is due
Fathom Consulting calibrates the impact of uncertainty from the Brexit vote and digs into the forecasted performance of Sterling based on the UK’s GDP deficit, 5.4% in 2015. Watch the
Steven Grahame, North Row Capital‘s portfolio manager for the IFSL North Row Liquid Property Fund ,talks with Jake Moeller, Head of UK & Ireland Research at Refinitiv Lipper on Thursday September 1, 2016
Ken Nicholson, Mirabaud’s portfolio manager for its European Small and Mid-Cap suite, talks with Jake Moeller, Head of UK & Ireland Research at Refinitiv Lipper on Thursday August 11, 2016 in London.
This full-length panel video from the Lipper Alpha Forum reveals the strategies and insights of asset management firms that have outperformed their peers to win a 2016 Lipper Fund Award.
This full-length panel video from the Lipper Alpha Forum deals with the big questions facing the global economy this year. Global asset markets are being driven by macroeconomic and central
On what was a history-making day for the United Kingdom, Reuters Editor at Large Axel Threlfall and EMEA Markets Editor Mike Dolan hosted a webinar live from Thomson Reuters in
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Bernhard Langer, CIO, Invesco Quantitative Strategies, takes us through his views on the
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Gary Reynolds, CIO, Courtiers Asset Management, takes us through his views on
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Hector McNeil, Co-CEO, Wisdom Tree Europe, takes us through his views on
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Jake Moeller, Head of UK & Ireland Research, Lipper, takes us through his views
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Joshua McCallum, Head of Fixed Income Economics, UBS Asset Management, takes us
On 19th April 2016 the UK Lipper Alpha Forum and UK Fund Awards were held in London. In this interview, Robert Jenkins, Global Head of Research, Lipper, takes us through his views
Patrick Linden (Rouvier Associates), Andrej Brodnik (Jupiter Asset Management), C. Boehles (Schroder Investment) Richard Zellmann (First Private Investment Management KAG) diskutieren welche Anlagechancen es für Investoren in Europa gibt und
Prof. Dr. W. Kuhn (Suedwestbank AG), Martin Lueck (UBS Investmentbank), Mag. Stefan Ferstl (ARIQON Asset Management AG), Frank Zinnecker (Zinnecker Consult) und Detlef Glow (Lipper) diskutieren mögliche Szenarien an den
Dr. Christoph Bruns (Loys AG), Dr. Hendrick Leber (Acatis), Frank Lingohr (Lingohr und Partner), Gunnar Knierim (AB) und Detlef Glow (Lipper) diskutieren die Chancen und Risiken des sogenannten Value Investings,
Investors began 2016 on a nervous note, with concerns of stubbornly low oil and commodity prices, the strengthening U.S. dollar, and a possible recession and slowing global growth being ever
In this quarter’s review Jeff Tjornehoj reflects on recent commodity-inspired volatility as well as the impact Fed statements are having on various bond sectors these days. The rise of high
Funds (including both mutual funds and ETFs) experienced overall net outflows of approximately $30.3 billion during the first quarter of 2016. The negative flows came from two groups as money
Most investors suspect that market psychology – such as cycles greed and fear – influences asset prices, but there is little systematic research into why this occurs and how traders
Best Buy and Khol's issue warnings but investors seem unfazed. Jharonne Martis, Director of Consumer Research, reports.
Struggling retailers Sears Holdings (SHLD) and Gap (GPS) report earnings on Thursday capping off what’s been a difficult year for them both. While some retailers are reporting soft numbers due
Jharonne Martis reports on Macy’s sales which fell less than expected, while Fitbit plummets after disappointing results.
Target (TGT) was one of the more popular retailers during the holiday season, and is expected to report a 1.5% increase in same store sales, according to data from Thomson
Macy’s (M) is expected to post a decline in earnings and revenue when it reports Tuesday, and the company’s results may raise questions about the future of department stores, according to one expert. Jharonne Martis, Director of Consumer Research at Thomson Reuters pointed out that Macy’s performed so well for so long, but now things have changed.
Funds (including both mutual funds and ETFs) experienced overall net inflows of approximately $36.6 billion during the fourth quarter of 2015.
Despite a disappointing finish for the year, with most of the major indices posting negative returns for December, equity markets posted plus-side returns for Q4 2015.