Mar 25, 2011
How capture ratios can help you prepare for the next downturn
A tool little noticed by investors can help you determine which investment style works in which market
RI
Author
Rob Isbitts, Columnist
6 articles
Articles written by Rob Isbitts, Columnist
Feb 14, 2011
Performance envy strikes investors as a familiar pattern sets in
Twice before -- in 1999 and 2007 -- we have seen how a strong market taints expectations
Jan 26, 2011
Winter winds hitting bond investors, China takes a pass, alternatives posted strong gains: Morningstar data
But fund categories that bond investors tend to favor when 'reaching for yield' were up nicely in December
Dec 8, 2010
Six things to know about the winners and losers in November’s market
Morningstar data: The market only eked out a gain, but some fund categories like natural resources stood out. Meanwhile, Europe stock funds got walloped.
Nov 8, 2010
Market Fund-A-Mentals: After an in-your-face rally, which fund categories rise to the top?
Funds incorporating hedging strategies see a tough year so far; a group of gold-inspired funds are acting like stocks
Oct 19, 2010
Five steps to get your clients out of bonds and into alternative, low-volatility investments
What will prompt the next emotional reaction from investors? Falling bond rates and rising stocks.