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Lipper Equity Fund Market Insights

Tom Roseen

Lipper's Fund Market Insight reports are monthly commentaries produced by Lipper research managers covering events impacting US equity and bond funds.

PublishesMonthlyEpisodes13Founded18 years ago
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BusinessInvesting

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Latest Episodes

For the second month in a row, equity funds took it on the chin, declining 8.97%. For the month a mere 2% of all equity and mixed-equity funds posted positive returns. Tom reports recent developments and their impact on equity funds.

After a one-month reprieve in December, equity funds were hammered once again in January (losing 7.57% of their value for the month). The DJIA and S and P 500 Index posted their worst January returns on record. Tom reviews recent developments and the... more

Equity funds experienced their sixth consecutive month of declines (losing 8.50% of their value in November), despite the Dow stringing together its strongest five-day percentage gain since 1932 in the last week of the month, rising 1,227 points or 1... more

Equity funds were hammered in October,experiencing their worst one-month return since September 1987. Domestic equity funds suffered their worst one-month decline since Lipper began tracking the group in February 1959. Tom reviews recent developments... more

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1. Notes on the Week Ahead
2. Investing Insights

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Lipper Equity Fund Market Insights launched 18 years ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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