2 episodes

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nyle Bayer, CMO hosts the show while Joe Mallen, CIO and Jason Van Thiel, Director of Research for Helios provide expert commentary. For more information, please visit heliosdriven.com

The Due Dilly Podcast Helios Quantitative Research

    • Investing
    • 4.8, 4 Ratings

The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nyle Bayer, CMO hosts the show while Joe Mallen, CIO and Jason Van Thiel, Director of Research for Helios provide expert commentary. For more information, please visit heliosdriven.com

    May 2020 - Forward Expectation in Real Time

    May 2020 - Forward Expectation in Real Time

    In this episode, Nyle Bayer discusses the performance of equities and fixed income YTD 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?
    All resources discussed are available at heliosdriven.com/podcast

    • 27 min
    April 2020 - How Financial Advisors Prudently Approach Emotional Investing

    April 2020 - How Financial Advisors Prudently Approach Emotional Investing

    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 over $25 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies.
    Throughout this episode, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve.
    1:50 – Equities markets are discussed as to what's important, why it is essential, and what the potential impacts may be.
    3:25 – Framing critical perspective by looking at the 1-year rolling return for the S&P 500
    4:50 – What phase of the emotional cycle are investors in right now? How this selloff is different than all the rest.
    7:09 – Fixed income markets are discussed as to what's important, why it is essential, and what the potential impacts may be.
    8:00 – Why fixed income is not behaving like the typical safe-haven asset class
    10:27 – How financial advisors can communicate about fixed income when it seems to be so confusing for retail investors
    14:08 – Buy it or don't buy it? Will unemployment continue to be contained in the unskilled segment of the labor market and backfill quickly?
    16:38 – Buy it or don't buy it? Will consumer behavior (70% of the US GDP) return to the way it was?
    17:36 – Buy it or don't buy it? Is the next years' worth of economic data priced into the market?
    19:13 – Buy it or don't buy it? Has the easy money already been made in the selloff?
    22:13 – Making changes to the strategy – how a financial advisor can facilitate conversations with clients who want to change their strategy during a bear market.
    24:48 – Proof of emotional anchoring
    27:51 – What you hear all the time, but it is never true. Selling and buying at the wrong time.
    Sign up for our next Advisor IQ - CE workshop at heliosdriven.com/ce

    • 30 min

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