Julex Capital The Dynamic Income strategy is a multi asset class strategy that seeks to offer both higher income and capital preservation. It aims to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing … Read more
The Dynamic Emerging Market strategy is an emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market index with lower volatility and lower peak-to-trough drawdowns. The strategy rotates between the countries, regions and styles in the emerging markets and bonds. It is a flexible strategy that will include allocations that can … Read more
The Dynamic Focus strategy is a multi asset class strategy that seeks to achieve better returns than equity markets with lower volatility and lower peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging … Read more
Top Stories Last Week Global Stocks Gained on Optimism about US Fiscal Deal and Economic Outlook Global stocks edged higher this week, lifted by optimism that a deal to avert the so-called fiscal cliff would be struck. Positive US housing data also helped move the markets higher. However, the stocks lost some momentum on Friday … Read more
Top Stories Last Week US Stocks Declined Slightly while International Stocks Gained U.S. stocks declined slightly, as worries about the fiscal cliff continued to sap investor enthusiasm. Fed’s QE4 could not boost the US stocks. However, the stocks in both developed and emerging market stocks moved higher as the economic news there became more positive. … Read more
Top Stories Last Week US Stocks Were Flat while EM Stocks Rallied U.S. stocks were essentially flat for the week, as unremarkable economic data combined with worries about the fiscal cliff to sap investor enthusiasm. Early in the week, news on Chinese Manufacturing rebound drove the emerging market stocks higher. Standard & Poor’s 500 Index … Read more
Top Stories Last Week Stock Markets Rose for a Second Week Stock markets rose slightly for a second week amid uncertainties on fiscal cliff negotiations. Investors were cautiously optimistic about a possible resolution by the end of the year. Standard & Poor’s 500 Index rose 0.6%, MSCI EAFE index was up 1.0% and MSCI emerging … Read more
Top Stories Last Week Markets Rallied on Easing of Middle East Tension and Hope for a Resolution of “Fiscal Cliff” The stock markets enjoyed some Black Friday cheer, rising sharply as consumers rushed to start the holiday shopping season. Major stock indexes closed one of their best weeks of the year. Investors were encouraged by … Read more
Top Stories Last Week Equity Markets Continued to Slump on Uncertainties on Fiscal Cliff, Global Economies and Middle East Tension Equity markets recovered on Friday from three-month lows on some hopes about fiscal cliff, but fell for the week amid Middle East tension and growing concern on global economic growth. Standard & Poor’s 500 Index … Read more
Top Stories Last Week Equity Markets Declined on Concerns about Fiscal Cliff Equity markets declined after the US election as markets shifted attention to the upcoming fiscal cliff and European debt crisis. On the week, Standard & Poor’s 500 Index was down 2.4%, MSCI EAFE index lost 2.2% and MSCI emerging market index declined by … Read more