News, Vision & Voice for the Advisory Community


Articles written by Rob Isbitts, Columnist


Publish date

Rob Isbitts: There's not much of an effort to get this valuable information into the hands of investors.

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

March 25, 2011 at 1:06 PM

Rob Isbitts: Investors tend to ignore a lot of things in the short-run, and tend to react to bad news when it reaches crisis mode.

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

February 14, 2011 at 3:11 PM

Rob Isbitts: Convertibles, Long-Short, High Yield Bond had strong gains relative to risk.

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

January 26, 2011 at 3:56 PM

Rob Isbitts: Certain categories, such as Equity Precious Metals and China Region, now boast 5-year returns that make you wonder if they can maintain the pace.

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.

December 8, 2010 at 7:14 AM

Rob Isbitts' monthly review of financial market performance and trends,  as told through mutual fund category performance (data supplied by Morningstar)

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

November 8, 2010 at 4:25 AM

Rob Isbitts: If stocks and other growth investing styles rally hard again, those with bond-laden portfolios will get jealous, causing the advisor to scramble to “catch up.”

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.

October 19, 2010 at 3:53 AM

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