Now viewing articles by Joe Mallen.
May 18th, 2019 by Joe Mallen
On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss Joe’s Helios Wins Above Replacement (HWAR) whitepaper and its potential impact on advisors. In particular, Joe and Nyle explore the roles of advisors and how advisors can better create portfolios and add value for clients. They also address problems in the investment industry, including the tendency of advisors to actively manage funds.
May 3rd, 2019 by Joe Mallen
Math Men on the Markets: On this episode of Math Men on the Markets, Joe Mallen, CIO, and Nyle Bayer, CMO, discuss various investment selection processes for creating portfolios and how investors can think from a general manager’s perspective. Spring ushers in America’s favorite pastime with the start of baseball season, and the strategy behind the game has some surprising parallels to investing strategies. Baseball has evolved into an economic science, and selecting what players best fill various positions in the modern era is strikingly similar to the approach many use towards investing.
May 1st, 2019 by Joe Mallen
Our CIO, Joe Mallen, shared his thoughts with Financial Advisor Magazine about leveraged ETFs vs. options trading. Leveraged ETFs tend to get a bad wrap because most investors use them incorrectly. Joe wanted to break some of those common misconceptions...
February 7th, 2019 by Joe Mallen
The fourth quarter was brutal for the markets, and while you may want to put those challenges in the rear-view mirror, the primary drivers that caused the drastic market fall at the end of last year are still incredibly relevant right now:
December 20th, 2018 by Joe Mallen
Math Men on the Markets: Interest rates are currently top of mind for advisors, but why do they matter? Chris and Joe break it down in a simple and easy-to-understand way. With a lot of attention on the Federal Reserve getting rates back to “neutral,” Chris and Joe define what this means and why it’s important in the context of today’s market environment.
December 14th, 2018 by Joe Mallen
There has been a lot of chatter in recent weeks about the potential for a looming recession, as the market sell-off and new lows for stocks incite panic. Market analysts have long pointed to a flattening yield curve as a telltale sign of a forthcoming recession. It’s true the yield curve is flattening right now, but does that mean a recession is imminent? Not quite.
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.
October 12th, 2018 by Joe Mallen
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.
October 12th, 2018 by Joe Mallen
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.
- 05/21/19 Helios Quantitative Research Launched Online Product to Bridge Estate Planning Gap for Financial Advisors
- 05/18/19 Podcast: Math Men in the Markets – HWAR Helios Wins Above Replacement
- 05/9/19 Long-Run Market Expectations
- 05/3/19 Podcast: Math Men in the Markets – How Baseball Can Explain Investing
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