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Helios Insights

Stay ahead with data-driven insights from Helios. Explore quantitative research, risk management frameworks, market commentary, and strategies that help advisors scale, differentiate, and improve client outcomes.

Weekly Talking Points (13)

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Weekly Talking Points for Financial Advisors (12/4/23)

Read the highlights of this week's commentary from Helios: Last week, the Fed Chair pushed back on the market’s growing expectations of aggressive...

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Weekly Talking Points for Financial Advisors (11/27/23)

Read the highlights of this week's commentary from Helios: Initial jobless claims fell to 209K, down from 233K the week prior and keeping the...

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Weekly Talking Points for Financial Advisors (11/20/23)

Read the highlights of this week's commentary from Helios: Investors are showing increased confidence in the economy's ability to withstand the...

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Weekly Talking Points for Financial Advisors (11/13/23)

Read the highlights of this week's commentary from Helios: Stocks extended their November rally with tech giants leading the way. The S&P 500...

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Weekly Talking Points for Financial Advisors (11/6/23)

Read the highlights of this week's commentary from Helios: Last week, Wall Street experienced a significant cross-asset rally, with stocks, bonds,...

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Weekly Talking Points for Financial Advisors (10/30/23)

Read the highlights of this week's commentary from Helios: The S&P 500 experienced a 2.5% decline last week, marking its second consecutive weekly...

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Weekly Talking Points for Financial Advisors (10/23/23)

Read the highlights of this week's commentary from Helios: Global stocks and bonds declined due to concerns that the conflict between Israel and...

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Weekly Talking Points for Financial Advisors (10/16/23)

Read the highlights of this week's commentary from Helios: Despite the recent strides in curtailing inflation, the September CPI and PPI both showed...

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Weekly Talking Points for Financial Advisors (10/9/23)

Read the highlights of this week's commentary from Helios: The combined headwinds of increasing bond yields, a rising dollar, and higher oil prices...

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