One Take Away from the June Jobs Report – Leisure and Hospital Industry Accounts for 21% of the New Jobs

Jeffrey Megar, CFA,  Co-Portfolio Manager Non-farm payroll numbers really surprised on the upside in June after severely disappointing in May.  Friday’s job number of 287,000 new jobs added in June was about 100,000 more than the market expected.  Interesting, and a change from previous months, leisure and hospitality was one of the leading sectors for … Read more

Our Thoughts on Brexit

Last night, Britain voted to leave the European Union by a narrow margin. Global stock markets tumbled as the result surprised many investors.  We were not surprised by the exit, but were surprised by the strong market reaction.  The markets had not priced in this outcome, though the event had been well broadcasted for months. … Read more

Julex Capital Recognized as Top Guns Manager by Informa Investment Solutions in Q1 2016

BOSTON, MA – May 18, 2016 – Julex Capital Management, LLC., announced that its’ Dynamic Sector, Dynamic Income and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database today.  Julex Capital is an innovative investment firm offering tactical/risk managed solutions that aim to deliver consistent … Read more

Julex Macro Chart Book | Q1, 2016

We have just published our Quarterly Macro Chart Book for Q1 2016. The general themes are: Economy continues expanding at a slow pace; Job market is strong and labor participation rate inches up from 30-year low; Inflation is muted, but core inflation has reached over 2.2%; Central bank monetary policies diverge, US will continue its … Read more