Weekly Market Review – August 2, 2020

The US stock market was led higher by the tech companies last week. The four tech giants Amazon, Alphabet, Apple and Facebook all reported better-than-expected earnings results.  Stock Market & Financial News On Monday, US stocks rose slightly when tech companies’ stocks outperformed. The Dow rose 86 points at midday, or 0.3%. Nasdaq Composite rose … Read more

Weekly Market Review – July 26, 2020

The US stock market suffered the first negative week in four weeks amid volatile trading. The big tech companies led the decline. Escalating tensions with China, concerns about expensive valuations and uncertainties around the pandemic impacts on corporate profits rattled investors.  On Tuesday, the Dow climbed 307 points, or 1.2%. The Nasdaq Composite dropped 0.5%. … Read more

Weekly Market Review – July 19, 2020

The US stock market rose last week though the tech-heavy Nasdaq Index lost ground. There is optimism with the development of a vaccine despite the surges in COVID-19 cases in some states. Meanwhile, investors rotated out of tech amid valuation concerns and disappointed earnings report from Netflix.  A volatile week for Telsa  Tesla stock had … Read more

Weekly Market Review – July 12, 2020

What Happened Last Week Technology stocks led the stock market higher last week.  Nasdaq index soared to new all time highs. The so-called FANNG stocks all had significant gains: Netflix (15.1%), Amazon (10.7%), Apple (5.4%), Google (5.3%) and Facebook (4.99%). The rise of coronavirus cases pushed investors back to stay-at-home trades.  On Monday, the Dow … Read more

When Do Quant Strategies Outperform?

From 2010 to 2017, quant managers generally did a better job than fundamental managers at beating their benchmarks, according to Nomura (see graph below). However, in the last couple of years, quant strategies have been underperforming and experiencing a two-year-long so called “quant winter.” There are various reasons for the underperformance. Most notably, the correlations … Read more

Corona Stimulus In Context

Following the stunning first-quarter sell-off (see Figure 1 below), both the Federal Reserve and Congress took unprecedented actions to mitigate the economic impact of the Coronavirus. The Fed originally cut 50bps off their target rate in a March 3rd emergency meeting, but slashed another 100bps—all the way to zero—just twelve days later. They also tremendously … Read more

Julex Capital Named Top Guns Manager by Informa Investment Solutions for Q4 2019

WELLESLEY, MA – February 27, 2020 – Julex Capital Management, LLC., announced today that its Dynamic Income and Dynamic Developed Market were awarded “Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q4 2019. JULEX DYNAMIC INCOME Informa Investment Solution’s PSN “TOP GUNS” Status for … Read more

Time For More Small Cap Exposure?

The so-called “size premium”, which says that the growth potential in small cap companies compensates for their increased risk, has a long-standing historical precedence. In Dr. Kenneth French’s research on factor investing, he showed that the bottom quintile of stocks in terms of market cap have returned 11.7% annually since July 1926, while the top … Read more