What Fund Flows in 2011 Mean for Investors in 2012
A Lipper expert describes some important trends from last year and what they may signal for both advisors and investors this year.
Putnam Bets on Capital Preservation in ‘Floating-NAV World’
Investors have taken a trillion dollars in assets out of money market funds since the Lehman crisis in 2008 and now Putnam Investments is looking to create a new home for these discouraged investors seeking safety but balking at low yields.
Equity Funds Have Strong Q1’11, Lipper Data & Analysis Show
Equity funds posted their third consecutive quarter of plus-side returns, gaining 5.14% in the first quarter of 2011, reports Tom Roseen.
Portfolio Products Round-Up: ‘Black Swan’ Events Saved Bonds in Q1, Lipper Says
In this week's AdvisorOne portfolio products round-up, we look at fund launches from Goldman, Arrow, Van Eck Global and ProShares.
Schwab’s Iachini Argues in Favor of All-ETF Portfolios
As the popularity of ETFs grows, some investors may want to consider all-ETF portfolios, says Charles Schwab Investment Advisory director Michael Iachini.
Equity Funds Up 16.6% in 2010 on Big Q4 Gains
Lipper data show that this fund group improved about 10.5% in the fourth quarter.
ETFs Top Mutual Funds in Q4 Flows, Lipper Says
Equity fund flows into ETFs were close to $37 billion vs. $18 billion for mutual funds in the fourth quarter of 2010.
Fixed Income: High Yields Are Top-Performing Mutual Funds in 2010
Returns for full year should range from close to 2% to 7% for the broad fixed-income fund group, says Lipper, vs. 16% gains for equity funds
Lipper Research Finds Islamic Funds' Results Are Sharply Higher
Islamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
Islamic Funds Boost Results, Latest Lipper Research Shows
Islamic equity funds, which invest in accordance with Islamic principles or Shariah law, ranged in performance from a boost of 28% for Russia funds to -3% for gold/precious metals.