30 September 2015

Top Five Posts from September: Negative Interest Rates, Robo-Advisers

Posted In: Best Of

1. How Will Negative Interest Rates Change the Rules of the Game?

Recent events have challenged traditional economic theory about low (and negative) interest rates. Is it a brief aberration or the beginning of an unfamiliar and potentially treacherous new normal?

2. The Volkswagen Disaster: Could Analysts See It Coming?

Volkswagen share prices fell by more than 20% amid an emissions scandal that affects 11 million cars worldwide. It triggered a critical question: Could analysts have seen it coming?

3. New Insight into Private Equity

After the hiatus of the credit crunch, when private equity (PE) investors were rudely reminded that illiquidity can magnify downside risks, PE is now back in favor, with fundraising at record levels.

4. Alpha Wounds: Bad Adjunct Methodologies

One of the reasons active investment managers compare poorly to passive ones is bad methodologies on the part of investment industry adjuncts.

5. Rise of the Machines: Winners and Losers in the Robo-Adviser Battle

How is the war between robo-advisers and traditional registered investment advisers going to play out? Wesley Gray offers some predictions on the potential losers and winners based on the current trends in the market.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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About the Author(s)

Jennifer Curry

Jennifer Curry formerly served as managing editor of the Enterprising Investor. Previously, she was the social media manager at the New York Society of Security Analysts (NYSSA). Prior to her work at NYSSA, Curry worked as the senior project editor for a nonfiction imprint at Barnes & Noble Publishing and as an assistant editor at the H.W. Wilson Company. She is the editor of several volumes in the Reference Shelf series, and her writing has appeared in Smithsonian, IndustryWeek, Barnes & Noble Review, and other publications. Curry holds a BS in journalism and a BA in anthropology from the University of Kansas, and an MA in anthropology from Hunter College, City University of New York.