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Helios Blogs 

Now viewing articles posted in 2018.

  • 8 Ways to Invest as Rates Rise

    November 9th, 2018 by Joe Mallen

    U.S.News&World Report

    JPMorgan Ultra-Short Income ETF (JPST)

    Joe Mallen, chief investment officer at Helios Quantitative Research, selects the actively managedETF JPST for an ultra-short-term bond. It invests in a variety of debt with less than one year in maturity, including fixed, variable and floating rate debt from corporations and the U.S. government. He likes the “management team and the pedigree of the organization” and says fees are low. Year-to-date its total return is 1.9 percent. It has an expense ratio of 18 basis points and has $3.4 billion in AUM.

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  • Market volatility is normal: The key is to not be distracted

    November 7th, 2018 by Joe Mallen

    Recent market volatility has been driving the headlines with the October pullback exceeding 7 percent and inciting some anxiety among individual investors. While this is a natural reaction, it’s vital for investors to remember there’s no need to panic. Markets will fluctuate, and it’s not unusual for 5 to 10 percent pullbacks to occur.

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  • Wealthfront Risk Parity Fund Accused of Underperforming

    October 12th, 2018 by Joe Mallen

    InvestmentNews - an online magazine

    Criticism mounts but robo-adviser defends its strategy

    Joe Mallen, chief investment officer of Helios Quantitative Research, said risk parity strategies in general highlight some of the flaws in backtesting strategies. The funds often look at a long-term relationship between asset classes without understanding that they change over time.

    "You can apply correlations all day long to achieve the risk exposure you're looking for, but at the end of the day they don't always move in that fashion," Mr. Mallen told InvestmentNews.

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  • When the Stock Market Is Volatile, Take a Look at Global Allocation Funds

    October 12th, 2018 by Joe Mallen

    Barron's - an online magazine

    There are 111 distinct funds in Morningstar’s world allocation category, and everyone potentially does something different. “It’s like asking who is the best baseball player: Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, chief investment officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

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  • When the Stock Market Tanks, Don't do These Three Things

    October 11th, 2018 by Joe Mallen

    CNBC make it - an online magazine

    Don't panic-sell

    "Panic-selling is the worst thing you can do," Joe Mallen, chief investment officer at Helios Quantitative Research, tells CNBC Make It. Instead, "look for opportunities to put unused cash into investments you have been considering. Consider it a time when everything is briefly on sale and buy into broad market funds or individual stocks you believe in long-term."

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