One of the recent developments in the ETF strategist industry that caught advisors’ attention is so-called free ETF portfolios. Facing fierce competition and more fee conscious investors, many ETF issuers created ETF portfolio strategies with their own proprietary ETFs and offered them for free. On the surface, it sounds like a good thing for investors […]

BOSTON, MA – May 16, 2018 – Julex Capital Management, LLC. announced today that its Dynamic Sector strategy was recognized with “Top Guns” designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q1 2018. JULEX DYNAMIC SECTOR Informa Investment Solution’s PSN “TOP GUNS” Status for One-Year Performance […]

The Q1 earning reports have been very strong so far. With over half the S&P 500 companies that have reported, according to FactSet, the blended growth rate for S&P 500 EPS is 22.9%, the highest level since Q3 2010 if the number continues to hold up for the quarter. Roughly 80% have beaten consensus estimates. However, […]

The fear of a global trade war hung over wall street after President Trump’s announcement that he would impose a tariff of 25% on an estimated $60 billion Chinese imports. The S&P 500 Index plunged over 4.5% in two days and entered negative territory for 2018. The initial reaction from the Chinese ambassador, Cui Tiankai, […]

The most recent two job reports moved the equity market significantly. The S&P 500 Index jumped 1.7% on March 9th after the Labor Department reported an impressive 313K job gains in February. In contrast, the Index tumbled by 6.4% in two consecutive trading days after a strong job report on February 2nd. Why did the […]

BOSTON, MA – February 26, 2018 – Julex Capital Management, LLC., announced today that its Dynamic Income, Dynamic Sector and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database for Q4 2017. JULEX DYNAMIC INCOME Informa Investment Solution’s PSN “TOP GUNS” Status for Recent-Quarter, One-Year […]

The stock market plunged on rising interest rates worries after stronger-than-expected job and wage numbers were reported on February 2nd. The sharp sell-off in the following trading sessions sent the S&P 500 Index down by 8.5% in five days. Investors were concerned that the Federal Reserve may increase interest rates more aggressively as inflation may […]

The GOP Tax Cuts and Job Act was passed in the Congress and signed into law by the Trump Administration. The bill marks the largest tax overhaul in thirty years since 1986. Although the timing and fairness of the tax cuts are debatable, the bill will provide a boost to corporate earnings, and thus the […]

As the stock markets continue setting records day after day, many investors are becoming more and more concerned about the potential over-valuation and a possible market correction. The widely-followed cyclically-adjusted price-earnings ratio (Shiller PE) reached 31.2, almost twice as much as the historical average of 16.8. While market valuation may not be a good timing […]