The debate on active vs. passive investing has been heating up in last few years as investors are becoming more and more in favor of passive investment funds. In fact, even the legendary investor Warren Buffett advocated investing in index funds in his most recent annual newsletter. He wrote “A lot of very smart people … Read more

In the past 10 years, smart beta has become one of the fastest growing investment segments. Being called by different names such as strategic beta, fundamental indexing or factor investing, smart beta represents rules-based strategies that aim to deliver better returns than traditional market-cap-weighted indexes by selecting stocks or using different weighting schemes based on … Read more

The US stock market has been in a bull run for almost eight years since March 2009. The stock valuation is getting higher and higher as the market continues setting records. Currently, the 12-month trailing price-earnings ratio of S&P 500 companies is traded at 21.1, which is much higher than the historical average of 16.6 … Read more

BOSTON, MA – February 16, 2017 – 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 ranking database for Q4 2016.  Julex Capital is an innovative investment firm offering tactical/risk managed solutions that … Read more

Since the Great Recession in 2008, the economic recovery has been particularly slow, especially when compared to the historical norm. Between 1947 and 2016, the average growth rate during economic expansion periods was 4.19%, but during the current expansion between 2009 and 2016, the GDP growth was merely 2.12%, half of the long term average … Read more

Tactical asset allocation (TAA) is a dynamic strategy that actively adjusts the asset weights in a portfolio based on the manager’s short term market views. It is normally used as a complement to a strategic allocation in order to improve the risk/return profile of the total portfolio. Historically, TAA provides an efficient and cost effective … Read more

With one week away from one of the most “interesting” elections in recent history, the two candidates, Hillary Clinton and Donald Trump, are running a very tight race. There remains a great deal of uncertainty about who will win and what it will mean for the stock market. Conventional wisdom often says that Republicans are … Read more