Global Investing

Survival of the fattest?

October 19, 2012

Is there room only for the biggest, most aggressively-marketed funds in crisis-hit Europe?

LIPPER-ETF tiddlers for the chop?

August 8, 2012

(The author is Head of EMEA Research at Thomson Reuters fund research firm Lipper. The views expressed are his own.)

The ETF ‘Death List’

June 11, 2012

Our colleagues at Lipper have put together some eye-catching data on developments in the ETF industry. You can read the slides here.

Lipper: Active vs. Passive, Round 3,462

June 7, 2012

Our team at Lipper spent much of the first quarter handing out awards to fund managers round the world who have delivered exceptional performance to their investors. Since then, I’ve had time to take a step back and assess just how good the wider European industry has been at outperforming over the longer term.

Healthy flows into money market funds

November 18, 2011

Despite concerns about contagion from the euro zone, investors injected fresh funds into U.S. mutual funds, including money market funds, latest weekly flow data from Lipper shows.

Start building the bunker

September 9, 2009

They keep telling us that the recession is over so maybe now’s the time to start worrying about inflation. That’s the view many wealthy investors are already taking, reasoning that a little bit of the yellow shiny stuff will provide some comfort as we start piling our cash into wheelbarrows to do the weekly groceries shop.

Just another Snark hunt?

June 25, 2009

The Lewis Carroll poem The Hunting of the Snark (An Agony in 8 Fits), follows the misadventures of a group of seafarers, amongst them a banker and a broker, as they search for the elusive mythical beast. We are warned at the outset that catching Snarks is all well and good, but beware if your Snark is a Boojum, because - well, we’ll come to that.