The Global Asset Allocation recommendations are similar to those of last month. (SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) CHANGE SUW UW N OW SOW Equities n Economic data are mixed, inflation rates are trending lower, and central bank rate hikes … Read more
(SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) SUW UW N OW SOW Equities n Economic data are mixed, inflation rates are trending down, and central bank rate hikes are close to the end. However, valuations, especially in the US, are not cheap … Read more
WELLESLEY, MA – June 21, 2023 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q2 2022. Dynamic Sector – PSN “TOP GUNS” RATING – for 1-year Performance in the ETF US Balanced Universe TrueAlpha™ Small … Read more
Weakening economic data, tightening monetary and liquidity conditions, elevated inflation, declining corporate profits and unattractive market valuations support a bearish outlook for US stocks. Leading and high frequency economic data continue to point to weaker growth and a potential recession. 2. Manufacturing activities have been contracting for six months consecutively. Monetary and liquidity conditions have … Read more
WELLESLEY, MA – Nov 23, 2022 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q3 2022. Dynamic Multi AssetPSN “TOP GUNS” RATING3-year Performancein the ETF Global Balanced and Global Balanced Universes Dynamic Real AssetPSN “TOP GUNS” … Read more
By Henry Ma, Chief Investment Officer Financial markets have become more volatile this year amid higher inflation and potential rate hikes by the Federal Reserve. The uncertainty about whether Russia will invade Ukraine and how the US and NATO would respond have presented an additional risk. On Monday, Russian President Putin ordered troops into Donbas … Read more
It has been a half a century since consumers were last seriously concerned about inflation, but supply shortages and rising prices have some harkening back to the gas lines and stagflation talks that dominated financial discussions the 1970’s. In this article, we look at the case for continued growth in inflation, explain how officially reported … Read more