Now viewing articles by Joe Mallen.

  • Podcast: Math Men in the Markets – HWAR Helios Wins Above Replacement

    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.

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  • Podcast: Math Men in the Markets – How Baseball Can Explain Investing

    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. 

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  • Leveraged ETFs Versus Options

    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...

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  • Can the Past Predict the Future?

    March 12th, 2019 by Joe Mallen

    Three market events in recent memory come to mind when considering how the past influences the present. These disruptive events shaped how we view the markets today and for years to come.

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  • 3 Long-Term Portfolio Moves for Advisors in an Uncertain Market

    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:

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  • Podcast : Math Men on the Markets - Why Interest Rates Matter

    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.

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  • What You Should Know About the Yield Curve

    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.

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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

    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.

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

    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.

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