The Case for a Recession

In the first 29 months of the Trump presidency, the S&P 500 has risen by about 11.3% annually through June 30th. On one hand, this beats the long-run (50-year) average of the market by 4.25%. On the other hand, this performance is not especially noteworthy considering the steepness of the recovery from the housing bubble; … Read more

Julex Capital Named Top Guns Manager by Informa Investment Solutions for Q1 2019

WELLESLEY, MA – May 21, 2019 – Julex Capital Management, LLC., announced today that its Dynamic Sector and Dynamic Developed Market strategies were awarded “Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q1 2019. JULEX DYNAMIC SECTOR “TOP GUNS” Status for the Three-Year Performance … Read more

Julex Capital Named Top Guns Manager by Informa Investment Solutions for Q4 2018

BOSTON, MA – February 19, 2018 - Julex Capital Management, LLC., announced today that its Dynamic Sector and Dynamic Developed Market strategies were awarded "Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q4 2018. JULEX DYNAMIC SECTOR Informa Investment Solution's PSN "TOP GUNS" Status ... Read more

Market Review – January 2019

The US equity market rebounded from December’s selloff, marking the best January in thirty years and the best monthly return since October 2015. More dovish Fed talk, solid economic data and better-than-expected earnings drove the market optimism despite uncertainties about the trade talks with China and slower global economic growth. The Federal Reserve decided to … Read more

Market Review – December 2018

The US equity market had the worst December since 1931. Uncertainties about the trade war, fears of slow global economic growth, unexpected hawkish Fed statements and a partial government shutdown unsettled investors’ appetite for risk. Investors rushed to safe assets. International stocks struggled as well. In its December meeting, the Fed raised interest rates by … Read more