---
title: Due Dilly Podcast - Forward Expectations in Real Time
description: Why are we mid-teen % away from all-time highs considering the economy? Do you think ESG assets from this time forward accelerate, grow consistent, or are negatively impacted?
---

[Podcast ](https://heliosdriven.com/podcast)

# [Due Dilly Podcast - Forward Expectations in Real Time](https://heliosdriven.com/podcast/slug1-55)

 Written by [Team Helios](https://heliosdriven.com/podcast/author/teamhelios) | May 8, 2020 7:00:00 AM

[Listen on Apple Podcast](https://podcasts.apple.com/us/podcast/the-due-dilly-podcast/id1478045715) **Follow HQR on Twitter [@heliosqr](https://twitter.com/heliosqr)** **Follow Nyle on Twitter [@nylebayer](https://twitter.com/nylebayer)** **Follow Joe on Twitter [@joseph_mallen](https://twitter.com/joseph_mallen)** **Follow Jason on Twitter [@jasonvanthiel](https://twitter.com/jasonvanthiel)** In this episode, Nyle Bayer discusses April's MTD performance of equities and fixed income as well as current economic conditions with 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 $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. **Questions covered:** **Equities** Why are we mid-teen % away from all-time highs considering the economy? What's the sector performance that's driving the market? Why has technology faired so well? What impact will earnings have on price and forward expectations? **Fixed Income** Why are my active fixed income funds doing so terribly in 2020 when they were so good in 2017-2019? What do you think about municipal bonds going forward? Will interest rates go negative in America? **Economy** What are some good explanations for pain/recovery moving forward? Are unemployment numbers here to stay, or are they transient? What's your outlook for near and longterm inflation or deflation? **Random questions** Do you think ESG assets from this time forward accelerate, grow consistent, or are negatively impacted? What's one stock do you think will do well because of the pandemic? What are the best charts you've seen in the past month? **Charts mentioned**

[View full post](https://heliosdriven.com/podcast/slug1-55)

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