Alina Lamy

More From Alina Lamy

First-Quarter Returns Positive Despite Banking Crisis and Fears of Recession

Positive results for many equity and fixed-income indexes have ignited hope that doom-and-gloom forecasts may have been overly pessimistic.

Alina Lamy Apr 26, 2023

2021 Closes Out on an Optimistic Note Despite Multiple Bumps in the Road

Our quarterly markets review digs into inflation risks and the impact of the Great Resignation.

Alina Lamy Jan 28, 2022

Morningstar Markets Observer--Q4 2021 Data

In this quarterly collection of charts and analysis, we offer new and timely macroeconomic and markets data that you can use with clients to discuss trends, set appropriate risk and return expectations, and explain investment behavior.

Michael Manetta Jan 27, 2022

Morningstar Markets Observer - Q4 2018 Data

Timothy Strauts Jan 22, 2019

Investors Flee U.S. Equity Funds, Run Into Arms of International Fare

February was a tough month for fund flows in general.

Alina Lamy Mar 27, 2018

New Year, Not-So-New Trends in Fund Flows

January fund flows set a new monthly record with taxable bond funds continuing to dominate.

Alina Lamy Feb 27, 2018

A Surprise for Active Funds in 2017

Alina Lamy Jan 30, 2018

Funds Receive Record Inflows in 2017

Despite an ongoing U.S. stock market rally, investors favored taxable-bond and international-equity funds last year.

Alina Lamy Jan 24, 2018

Despite Ongoing Stock Market Rally, Fund Investors Cling to Bonds

Taxable bond funds enjoyed the greatest inflows in November while U.S. equity funds remained in redemption.

Alina Lamy Dec 22, 2017

Investors Embrace U.S. Stocks, Sort Of

U.S. equity funds saw inflows in October, but those flows were still well behind those going to international-equity and taxable bond.

Alina Lamy Nov 28, 2017

Investors Prefer Bonds

Taxable bond funds remained popular last month, and the sector equity category group took a surprising second place.

Alina Lamy Oct 22, 2017

Investors Shy Away from Equities, Embrace Bonds in August

Large growth, large value, and high yield weren't among the cool kids in August.

Alina Lamy Sep 26, 2017

No Summer Break for Taxable Bond, International Equity Funds

U.S. stock funds suffered outflows in July, due largely to redemptions from actively managed funds.

Alina Lamy Aug 19, 2017

Performance and Cost Driving Assets to Passive Funds

Alina Lamy Jul 23, 2017

International Stock Funds Take Lead Over U.S. Equities

Taxable bond funds maintain the overall top spot in terms of asset flows in April.

Alina Lamy May 21, 2017

Why Do Investors Keep Buying Bond Funds?

Alina Lamy Apr 22, 2017

Have U.S. Equity Funds Turned a Corner?

These funds have been in positive-flow territory for four consecutive months, though taxable-bond funds continued to dominate the fund-flows story in February.

Alina Lamy Mar 18, 2017

Where Investors Worldwide Are Placing Their Bets

Our analysis of global asset flows in 2016 finds that investors embraced bonds, favored passive products, and sought low-cost options.

Alina Lamy Mar 11, 2017

Investors Return to Bonds in January

International-equity fund flows pick up, and bank loan funds find an audience.

Alina Lamy Feb 20, 2017

Funds Flows Sluggish in August

Intermediate-term bond funds remain popular kids, and emerging-markets funds get some attention, too.

Alina Lamy Sep 18, 2016

Investors Continue to Flee Active U.S. Equity Funds

Though most global indexes have rebounded after Brexit, outflows from international equity funds have worsened.

Alina Lamy Aug 17, 2016

Investors Embrace Bond Funds, Shun International Equity

Brexit concerns prompt investors to redeem international equity funds, both active and passive, while taxable-bond funds bring in $15 billion and commodity inflows stage a comeback.

Alina Lamy Jun 18, 2016

Investors Remain Infatuated with Bond Funds in April

International-equity funds experience outflows, American Funds overtakes Fidelity in terms of assets, and the large-blend category enjoys inflows thanks to two funds.

Alina Lamy May 21, 2016

Retail Stocks Shellacked Even as Consumers Open Their Wallets

Friday's retail sales report dispelled any notion that the consumer is afraid to spend, writes Morningstar's Bob Johnson.

Robert Johnson, CFA May 14, 2016

April Job Report Not All Gloom and Doom

Gains in hours worked and hourly wage rates offset some of the sting of slower employment growth.

Robert Johnson, CFA May 7, 2016

U.S. Economy: A One-Trick Pony

The consumer-related categories have been the only engines really driving economic growth, writes Morningstar's Bob Johnson.

Robert Johnson, CFA Apr 30, 2016

Should Investors Be More Worried About Manufacturing and Earnings Data?

Market participants are instead cheering a rise in oil prices and the fact that earnings season could be a lot worse.

Robert Johnson, CFA Apr 23, 2016

Residential Investment Still Growing While Businesses Remain Tightfisted

Residential investment growth is likely to outpace business investment spending in 2016 for the second year in a row.

Robert Johnson, CFA Mar 26, 2016

Investors Turn to Taxable-Bond, Commodity Funds in February

Meanwhile, outflows from active U.S. equity funds and inflows to passive funds continued.

Alina Lamy Mar 20, 2016

Despite Rocky Market, Few Surprises in January's Fund Flows

The exceptions: Momentum in muni-bond fund flows, and commodities funds show signs of life.

Alina Lamy Feb 20, 2016

More About Alina Lamy

Alina Lamy is a senior project manager on the quantitative research team at Morningstar. She writes the firm’s monthly asset flows commentary on open-end mutual funds and exchange-traded funds. She provides research, data analysis, graphics, and editorial coverage for multiple Morningstar publications including the Morningstar Markets Observer, Image Library, Article Library, and Andex charts. Alina has been quoted in the Wall Street Journal, Financial Times, Bloomberg, and Barron’s.

Lamy holds a bachelor’s degree in psychology and a master’s degree in business administration from the Illinois Institute of Technology.