WELLESLEY, MA – Nov 29, 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 Q3 2023. Dynamic Multi AssetPSN “TOP GUNS” RATING3-year Performancein the ETF Global Balanced and Global Balanced Universes Dynamic SectorPSN “TOP GUNS” … Read more
(SUW – strong underweight, UW – underweight, N – Neutral, OW-overweight, SOW – strong overweight) CHANGE SUW UW N OW SOW Equities n Economic data show signs of resiliency, Inflation rates are trending down, and central bank rate hikes are close to the end. However, valuations, especially in the … Read more
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