2 min read

2022 Review, 2023 Outlook, & Investor Resolutions

2022 Review, 2023 Outlook, & Investor Resolutions

Listen on Apple Podcast Follow HQR on Twitter @heliosqr Follow Joe on Twitter @joseph_mallen Follow Jason on Twitter @jasonvanthiel Welcome to the January edition of the Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Topics covered:

  • A review of the ups and downs of 2022
  • Our outlook for 2023 and beyond
  • New years resolutions for investors
  • And much more!
Rolling Recessions, MAMAA, & Structured Products

3 min read

Rolling Recessions, MAMAA, & Structured Products

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More
ETFs, International Dollars, & the Fall of FTX

2 min read

ETFs, International Dollars, & the Fall of FTX

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More
Peak Interest Rates, October Surprises, & Advisor Technology

2 min read

Peak Interest Rates, October Surprises, & Advisor Technology

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More