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The article examines the potential losses for investors in high-yield or junk bond mutual funds should investors pull money out of stock markets in the event of an increase in interest rates. It discusses a report conducted by researchers at financial services firm Barclays that estimated a 12 percent loss in bond market funds if the junk-bond market declined by 10 percent and mutual fund investors requested a return of 20 percent of their funds. The article presents comments from Barclays head of research Jeffrey Meli.

The author discusses an early 21st century trend in which investors were seeking higher yields through direct lending funds. According to the article, such funds include private pools of real-estate debt and hedge funds that hold small business loans and offer an annual income of at least eight percent. The article cites statistics from the research firm Preqin to state that 26 direct-lending private debt funds such as PriLend Funding Group and Direct Lending Income Fund had raised $21 billion as of mid-September 2015.

The article states that several U.S. public pension funds were slashing investment-return predictions as of early September 2015 due to low interest rates and global market volatility. The article cites an analysis conducted by the group the National Association of State Retirement Administrators to state that over two-thirds of U.S. state retirement systems had cut assumptions since 2008, and that the average return target of 7.68 percent was the lowest since at least 1989. The article presents comments from pension consulting firm Cambridge Associates managing director Brian McDonnell.

The article states that bond firm Pacific Investment Management Co. (Pimco) announced on August 3, 2015, that it received a warning known as a Wells notice that it may be sued by the U.S. government agency the Securities and Exchange Commission (SEC) concerning the exchange-traded fund (ETF) Pimco Total Return Active previously managed by investor Bill Gross. According to the article, the SEC was investigating an alleged artificial returns boost from trades of mortgage bonds.

The article states that construction of condominiums accounted for only 5.5 percent of all multi-family housing construction in the U.S. during the first financial quarter of 2015. According to the article, the U.S. agency the Federal Housing Administration (FHA) placed restrictions on condominium lending standards between 2008 and 2012. The article discusses preferences for condominium construction among real estate developers because of rates of return. The article presents comments from New York City real-estate consulting firm the Weitzman Group senior vice president Peter Bazeli.

The author presents his thoughts concerning investment in gold. The article states that gold traded at a five-year low of below $1,150 per ounce for the trading week ending July 17, 2015, and the value of gold declined by over 39 percent since August 2011. The author argues that investors purchased gold for the wrong reasons, long-term returns on gold are muted, and that purchasing gold is an act of faith. According to the article, gold is both a currency and commodity. The article presents comments from financial services firm Barclays head of metals research Suki Cooper.

The article states that the pension fund the California Public Employees' Retirement System (Calpers) announced that it earned 2.4 percent on its investments for the fiscal year ended June 30, 2015. According to the article, the return was short of its target and a result of weak private-equity returns and slumping stock markets. The article discusses the significance of Calpers concerning the performance of other U.S. pension funds. The article presents comments from Calpers chief investment officer Ted Eliopoulos.

The article discusses the business model of German bank Deutsche Bank as former financial services firm UBS executive John Cryan became set to replace outgoing Deutsche Bank co-chief executive officer (CEO) Anshu Jain. It examines the problems that will face Cryan, particularly the bank's reliance on its model of being a fixed-income and rates-trading entity. The article also discusses Deutsche Bank projections for return on equity.

The article discusses an earnings report for 2014 from financial company HSBC Holdings PLC. HSBC's stock price fell 4.6% after the company disclosed a sharp drop in annual profit and reduced several of its 2015 targets including that for return on equity. Chairman Douglas Flint defended chief executive Stuart Gulliver's use of a a firm in Panama to conceal the size of his bonus from colleagues.

The article discusses the debt of government-owned firms in China, focusing on attempts by China's central government to restrict borrowing by local government-owned enterprises and concerns over the amount of existing debt. Topics include the Wuhan Urban Construction Investment & Development Corp. in Wuhan, China; the effects of growing debt levels on the Chinese economy and securities market; and declining returns on investment.

The article focuses on hedge fund strategies in investment portfolios. It states that yields from fixed-income markets and equities are low, which increases the risk that future returns from those investments won't be as good as were in the past. It reflects on alternative investment strategies, which are uncorrelated with stocks and bonds, and suggests that a portfolio with 10 percent of its investments in 10 alternative strategies experienced reduced volatility.

The article discusses an increase in the interest of large institutions in purchasing U.S. junk bonds as prices decrease, following the sale of junk bonds by a large number of individual investors due to the small investors' concerns regarding conflict in the Middle East and Ukraine and the junk bonds' prices. Graphs are presented of U.S.- marketed high-yield corporate bonds, average yield premium to Treasurys on U.S. high-yield corporate bonds, and average yields on U.S. junk bonds.

The article discusses the relationship between geopolitical unrest and the U.S. stock market, focusing on the strength of stocks compared with bonds and other assets. Other topics include corporate earnings for the second quarter, yield rates on government bonds and junk bonds, and fluctuations in the stock market.

Statistic is given regarding the percentage of returns in activist hedge funds for 2015.

The article focuses on the median return of private-equity funds compared with return on the Standard & Poor's 500 (S&P 500) index.

A correction to the article "Strong Market, Weak Returns-Why?" ion the December 18, 2015 issue is presented.

The author discusses the weak returns in the strong overall market performance, as best-performing asset classes were underowned by investors, focusing on the steps taken by the U.S. Federal Reserve to stabilize monetary policy.

The article shares tips to become a sustainable mutual fund investor. Strategies discussed include the need to address core fundamentals of the economy such as energy, water, resources, food and agriculture, the role of technology, particularly the so-called robo advisers, in sustainable investing, and showing people the lesser volatility and better investment return performance of sustainable investing.

The article discusses the online tools that can be used by students and families in comparing college rankings based on a number of factors which include College Scorecards, College Abacus, and PayScale College ROI Report.

The article discusses the possibility of the U.S. Treasury allowing bill auctions sold at negative interest rates in 2015, when the government has been issuing short-term debt at a yield of zero but analysts are expecting that the Treasury would not embrace such drastic measures based on episodes of debt ceiling.

The article reports on the 0.036 percent hike in the yield on the U.S. treasury bill maturing on November 12, 2015, which marks its highest level since August 19 and sent concerns that the U.S. government could run out of money in the said month.

The article discusses the disadvantages of alternative mutual and exchange-traded funds, which failed to provide decent returns over the past five years.

The article reports on the 42% return recorded by small mutual fund Catalyst Macro Strategy Fund in 2015 which it attributed to an investment strategy involving exchange-traded funds (ETF).

The article reports that the yields on certificate deposit (CD) remained unchanged according to the Bankrate.com report.

The article offers information on risk-adjusted return, mentions comments from William Silber of New York University, regarding their measurement of volatility by calculating standard deviation and adds the Sharpe ratio calculated by financial professionals for same.

The article reports on mixed yields on certificates of deposit (CDs) in the U.S. including the average yields on jumbo and small-denomination savings CDs.

The article reports on global bank HSBC's plan of a 10% return-on-equity target for the end of 2017 and mentions topics including the estimated revenue of the company, the improvement in the performance of its U.S. and Mexican units, and the growth of commercial banking.

The article reports the contrasting effects of the weak gross domestic product (GDP) registered in the U.S. in the first quarter of 2015 to the dollar and the bond market, with Treasury yields performing better.

The article reports on the decline in yields on certificates of deposit in April 2015.

The article discusses the potential investment returns that stock short-selling can provide.

The article states that yields on certificates of deposit (CDs) mostly increased during the week that ended April 10, 2015 as reported by the website Bankrate.com.

The author warns investors of U.S. government-sponsored enterprises Fannie Mae and Freddie Mac not to expect that Senator Charles Grassley's call for more transparency at the mortgage firms is a sign that they will get more returns from the firms.

The article reports that the average yields on six-month jumbo and five-year jumbo certificates of deposit (CD) remained unchanged as of April 8, 2015, according to Bankrate.com.

The article reports on the increase in the returns generated by managed-futures mutual funds in the U.S. in January and February 2015.

The article reports on the success of PNC Large Cap Growth Fund and its assistant fund manager Doug Roman to achieve 22.9 percent gain in returns in the 12 months ended March 31, 2015.

The article reports that pension fund company Ontario Teachers' Pension Plan in Canada has generated a return of 11.8 percent with a record 154.5 billion Canadian dollars in 2014, beating its internal benchmark, and presents views of Chief Executive of the company Ron Mock.

The article examines the economic implications of a small rise in interest rates in 2015, and considers related issues including inflation, investor sentiments, and Treasury yields in the U.S.

The article discusses an ongoing bull market in stocks, with commentary presented on its unusual longevity and high investment returns relative to the average bull market, the impact of interest rates, and whether it is likely to continue given stock valuations it has produced that are high by historical standards.

The article reports that certificates of deposit (CDs), including jumbo CDs and small-denomination savings CDs, remained mostly unchanged the first week of January 2015, according to consumer financial services company Bankrate Inc.

The article discusses research by professors Ayako Yasuda and Lily Hua Fang suggesting that investment advice from highly ranked stock analysts is superior to that of other analysts, but that advice must be acted on quickly in order to show a difference in returns on investment.

The article focuses on a study by research firm HFR which found that event-driven investing was the worst performing strategies among major hedge-fund strategies amid a sharp rise in mergers and acquisitions (M&A) activity in 2014.

The article reports that yields on certificates of deposit in the U.S. during the last week of December 2014 were remain unchanged at 0.15% from the week earlier.

The article focuses on the challenges facing European life insurance companies such as low investment return.

The article discusses the economic conditions of the stock market with statistics on the annual total return of stocks through the end of November, analysis of stock and stock return patterns, and mention of the Shiller PE price earnings ratio.

The article focuses on the resilience of miner Rio Tinto and its commitment to increasing returns to shareholders in 2015.

The article presents the report issued by consultancy McKinsey & Co. in mid-December 2014, showing that the global banking industry is gradually improving its depressed return on equity (ROE), posting 9.9% in the first half of 2014 from 9.5% in 2013.

The article reports on the record decline in Eurozone bond yields as of November 28, 2014, such as yields in Germany, France and Spain, and mentions factors that contributed to the decline and the increase in the Shanghai Composite index.

The article reports that the average yield on certificates of deposit (CODs) were unchanged between November 19-26, 2014.

The article reports on the higher return on high-grade corporate bonds in the U.S. in November 2014 and mentions greater demand for more compensation against the risk of default.

The article reports that average yields on jumbo certificates of deposit (CD), five-year jumbo CDs, and small-denomination (savings) CDs remain unchanged, according to personal finance website Bankrate.com.