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Helios Blogs 

Now viewing articles posted in November 2018.

  • Stock Market Outlook: The Year that is Testing Investors - Nerdwallet

    November 30th, 2018 by Joe Mallen

    For U.S. stocks, 2018 will go down as unusually volatile, with investors enduring not one, but two corrections — declines of at least 10% from a recent high. Unknowns remain, including whether the S&P 500 can hold on to year-to-date gains in December’s 20 trading days. 
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  • 8 Ways to Invest as Rates Rise

    November 9th, 2018 by Joe Mallen

    JPMorgan Ultra-Short Income ETF (JPST)

    Joe Mallen, chief investment officer at Helios Quantitative Research, selects the actively managed ETF 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.     Click for Full Article



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