Wednesday, Nov 23

The Most Important Thing Today (11/23/22)

Proactive communication about what’s going on in the market and the economy is key to building stronger client relationships. Each week, the Helios team breaks down the most important information your clients need into easy-to-understand talking points for you to share.

Let's talk about Alternatives!

Asset Class Total Returns

The past year has been historically poor for both equity and fixed income returns. As a result, alternative assets have garnered a lot of attention for their strong relative returns.

Many of the major alternative asset classes have had either positive returns, or less negative returns, than equity and fixed income.

However, if you look over a longer time horizon, the alternative asset classes have struggled to provide positive returns. Most have long-term annual returns in the low single digits.

Source: Helios Quantitative Research, Bloomberg

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.