BOSTON, MA – October 6, 2015 – Julex Capital Management, LLC, an investment firm offering tactical risk-managed investment solutions that aim to minimize the downside losses while preserving the upside potential, today announced that the Julex Dynamic Income Strategy has celebrated its three year anniversary. Since its inception in October 2012, the strategy was ranked … Read more
The difficult market environment in August reminded us about the three other Augusts – August 1997 (Asian crisis), August 1998 (Russian crisis) and August 2011 (European debt crisis). In each of those episodes, there were some type of global risk events, and as a result, US market suffered significantly. In 1997, Asian financial crisis started … Read more
Views from Julex can be found in Fox Business today. http://www.foxbusiness.com/investing/2015/08/31/fed-may-rethink-interest-rate-hike-timing/
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
During her speech last Friday before the Greater Providence Chamber of Commerce, the Fed Federal Reserve chair Janet Yellen indicated the Fed may raise rates at some point this year. She said, “ … if the economy continues to improve as I expect, I think it will be appropriate at some point this year to … Read more
Both S&P 500 and Nasdaq Composite Indices reached new highs again last week. Investors are much more optimistic after a six-year bull market. However, investors are wary that a market correction could derail their financial plan even though most of them believe their investments will perform well in 2015, according to a recent survey conducted … Read more
Dr. Henry Ma, CFA, PhD, President and CIO of Julex Capital, was a panelist on a Morningstar Webinar on “Positioning Your Portfolio for 2015” on December 16, 2014. Following are highlights of some of the views shared by Henry during the webinar: Our 2015 economic forecast for U.S. growth is a bit more rosy that … 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
Bill Gross, the “bond king” of Wall Street, quit Pimco last Friday because of “fundamental differences” with the board of the $2 trillion firm he founded 40 years ago. He will join Janus Capital to become the portfolio manager of a newly-launched Unconstrained Bond Fund. Although Gross has been on the new headlines for months … 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