BOSTON, MA – August 18, 2015 – Julex Capital Management, LLC, a tactical investment firm offering innovative investment solutions that aim to deliver consistent returns in any market environment, today announced that its Dynamic Sector strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database. The Julex Dynamic Sector Strategy ranked … Read more
According to the 2014 release of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB), the average equity mutual fund investor lagged S&P 500 Index by a large margin over various investment horizons (see Table 1). Over last 20 years, investors would have earned 4.2% more annually if they had just bought a index fund and held … Read more
After 5 years of a bull market, US Equities hit record highs again in the end of August as the S&P 500 index continues trading above the 2,000 level. As stock prices soar higher, their price/earnings ratios increase, making the stocks more “expensive.” Many analysts are currently paying more attention on “Cyclically-Adjusted Price/Earnings Ratio” or … Read more
BOSTON, MA – August 18, 2014 – Julex Capital Management, LLC, a managed ETF strategy firm offering innovative investment solutions that aims to deliver consistent returns in any market environment, today announced that its Dynamic Income Strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database at June 30, 2014. The … Read more
Despite the hiccup last week, the US stock markets are still flirting with record highs. Yesterday, Goldman Sachs has revised its year-end target for the S&P 500 to 2,050, up from the previous target of 1,900. Against the backdrops of the Fed’s highly accommodative monetary policy, strong corporate earnings, and improving job markets, Individual investors … Read more
Is Small Cap in Correction? Last week, the Russell 2000 Index had fallen 8.75% from recent peak of 1,208.65 reached on March 4. On May 15, the index once fell below 1,087.79 during intra-day trading, the 10% threshold of the widely-used definition of correction, two days after the Dow Jones industrial average and the S&P … Read more
Is EM Ready to Rebound? Investors in emerging markets equities had a disappointed year in 2013. The MSCI Emerging Market Index dropped over 2%, while the S&P 500 rallied 32%. In recent months, however, emerging market (EM) equities showed signs of life. Since the lows in early February, the EM index has risen by 12%. … Read more
Top Stories Last Week • Five of Thirty US Banks Failed Stress Tests Citi Group, Zions Bancorp, HSBC North America, RBS Citizen’s Financial and Santander Holdings USA failed stress tests. The Fed rejected their capital plans. Citi Group shares tumbled by 5% after the news. • Durable Goods Orders Rose, but Capex Looked Weak The … Read more
Top Stories Last Week Global Stocks Kicked Off a Good Start in the New Year as Fiscal Cliff was Averted Global stock markets soared last week as the politicians in Washington reached a deal to avert “fiscal cliff”. Standard & Poor’s 500 Index jumped 4.5%, MSCI EAFE index rallied 2.6% while MSCI emerging market index … Read more
The Dynamic Diversified Strategy strategy invests equally in the Dynamic Multi-Asset, Dynamic Factor, Dynamic Emerging Markets and Dynamic Income strategies. It aims to outperform the aggregate hedge fund index with a lower correlation with traditional asset classes. Its investment universe includes US equities and bonds, international equities, emerging market equities and bonds, real estates and … Read more