Lipper Alpha Insight

Consumer Confidence Marks U.S. Holiday Retail Season

lipperalphainsight — Thu, 22 Dec 2016 21:57:57 +0000

Chat with Jeremy Beckwith - UK Investment Consultant

lipperalphainsight — Wed, 21 Dec 2016 20:17:25 +0000

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.

Thomson Reuters Lipper Weekly U.S. Fund Flows Report – December 7, 2016

lipperalphainsight — Fri, 09 Dec 2016 19:48:40 +0000

Fund Manager Chat: Sustainable Investing with Kames Capital

lipperalphainsight — Tue, 06 Dec 2016 11:43:10 +0000

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.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—November 30, 2016

lipperalphainsight — Fri, 02 Dec 2016 21:26:04 +0000

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.

Fund Manager Chat: Keith Wade - Schroders Chief Economist

lipperalphainsight — Wed, 23 Nov 2016 14:45:19 +0000

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.

Thomson Reuters Lipper Weekly U.S. Fund Flows Report – November 16, 2016

lipperalphainsight — Fri, 18 Nov 2016 19:39:24 +0000

Fund Manager Chat: Richard Dunbar - Aberdeen AM

lipperalphainsight — Fri, 18 Nov 2016 11:27:03 +0000

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.

Fund Manager Chat: Dan Brocklebank - Orbis Investments UK

lipperalphainsight — Tue, 15 Nov 2016 09:43:55 +0000

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.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—November 9, 2016

lipperalphainsight — Fri, 11 Nov 2016 21:08:34 +0000

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.

Fund Manager Chat: Jonathan Davies - UBS AM

lipperalphainsight — Wed, 09 Nov 2016 17:20:06 +0000

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.

Economic and Markets Outlook Q4: Post Election - What Will Happen to the Global Economy

lipperalphainsight — Tue, 08 Nov 2016 09:39:17 +0000

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 webcast, Fathom Consulting showed how any restriction of global trade could affect global growth, and how that would be reflected in the proprietary global Financial Vulnerability Indicator (FVI), available through Thomson-Reuters Datastream.

Thomson Reuters Lipper Weekly U.S. Fund Flows Report – November 2, 2016

lipperalphainsight — Fri, 04 Nov 2016 18:53:12 +0000

Fund Manager Chat: BNY Mellon - Simon Derrick, Market Strategy

lipperalphainsight — Thu, 03 Nov 2016 15:39:50 +0000

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

lipperalphainsight — Wed, 02 Nov 2016 15:52:15 +0000

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.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—October 26, 2016

lipperalphainsight — Fri, 28 Oct 2016 19:01:54 +0000

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.

Mein Geld TV - Roundtable Nachhaltige Kapitalanlage

lipperalphainsight — Fri, 28 Oct 2016 12:09:17 +0000

Berliner Kreis - Der Finanztalk von Mein Geld TV

Thema: Nachhaltige Kapitalanlage

Moderatorin: Isabelle Hägewald - Mein Geld

Teilnehmer:

Silke Stremlau – Bank im Bistum Essen eG

Volker Weber – FNG – Forum Nachhaltige Geldanlagen e.V.

Peter Bösenberg - Société Generale

Dag Rodewald - UBS ETF Deutschland

Stephan Blohm -Heydt Invest

Detlef Glow - Thomson Reuters Lipper

Thomson Reuters Lipper Weekly U.S. Fund Flows Report – October 19, 2016

lipperalphainsight — Fri, 21 Oct 2016 19:41:10 +0000

Fund Manager Chat: Stephen Snowden - Kames Capital

lipperalphainsight — Thu, 20 Oct 2016 12:12:40 +0000

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
Duration positioning within a “lower for longer” rate environment
Concentration risk and central bank activity
Outlook for credit heading into 2017

He also discusses his current portfolio positioning within the Kames Investment Grade Bond Fund.

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—October 12, 2016

lipperalphainsight — Fri, 14 Oct 2016 19:52:28 +0000

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.