Strategas Asset Management

Strategas manages macro thematic portfolios, including three ETFs: SAMT, SAGP, & SAMM. For important disclosures, please visit our website:

[Strategas Asset Management @strategasasset]

What themes is the creator of the term "TINA" (in stocks) tracking right now? @ConsueloMack interviews @JasonTrennert_ to get his take of what investors should be aware of as they navigate the financial markets.

Click here to watch the full video: https://t.co/ca7F7mEVBy

[Strategas Asset Management @strategasasset]

Strategas Asset Management Chief ETF Strategist @Todd_Sohn gives an update on sector flows in this week's ETF and Markets. Click the link to watch: https://t.co/D7xUp21M6V

[Strategas Asset Management @strategasasset]

Chief Investment Officer and creator of the term "TINA" (there is no alternative) in stocks, @JasonTrennert_ sits down with @ConsueloMack of WealthTrack to discuss the big themes guiding the market right now including deglobalization, populism, and what could be the next investment frontier, space.

Click the link below to find out: https://t.co/s9z8G04NiT

[Strategas Asset Management @strategasasset]

Strategas Chief ETF Strategist @Todd_Sohn joined Bloomberg ETF IQ live on-set to discuss the latest in the ETF industry, including SpaceX, index rules, and diversifying with Strategas' own ETF, SAMT, click here to watch: https://t.co/V7q3eD4gv9

[Strategas Asset Management @strategasasset]

Equity ETF indices flirting with all-time highs or at all-time highs while ETF inflows are only in the 57th Percentile on a 1-year lookback basis. Is this a set up for capital to be deployed? Find out in this week's video with @Todd_Sohn

Link: https://t.co/uES1Lu1N1N

[Strategas Asset Management @strategasasset]

Strategas' investable route to manage this is through our Macro Thematic Opportunities ETF, ticker: SAMT.

For more information on SAMT, click here: https://t.co/lXDh45Sjoj

[Jason De Sena Trennert @JasonTrennert_]

if you have been fully invested, it seems hard to put fresh money to work here. At the same, there is far greater earnings support for the current bull market than there was in 1999. If the Fed tightens, all bets are off but for the time being it seems "game on."

[Strategas Asset Management @strategasasset]

Thinking about thematic ETFs? Over 70% of thematic ETFS have a Sharpe Ratio below 1.

Consider multi-theme funds to avoid entering themes at the wrong time. Hear more in this week's video with @Todd_Sohn

Link to video: https://t.co/uES1Lu1N1N

[Strategas Asset Management @strategasasset]

In this week's ETF and Markets with @Todd_Sohn, we take a look at where ETF flows stand for the broader market as well as an interesting chart of Thematic ETFs. Link to video: https://t.co/uES1Lu1N1N

[Strategas Asset Management @strategasasset]

With the traditional 60/40 portfolio being constructed during a 40-year disinflationary period, the key question will be which assets remain indispensable when the assumptions underlying the previous regime no longer hold. Investing in the Era of Polyfragility requires a new – and evolving – playbook. Read this month’s Insight by @nbohnsack

Click here to read: https://t.co/J9IaLMFnWK

[Strategas Asset Management @strategasasset]

Temperature Barometer: Volatility is rising, ETF flows slowing down

New video with @Todd_Sohn posted earlier this week, click here to watch: https://t.co/Q8pwYNXr1J

[Strategas Asset Management @strategasasset]

What's causing the run-up in yields? Is it inflation? Is it the war in Iran? Some mix of both? Learn more in this week's fixed income market update with our Head of Fixed Income @TomTzitzouris

Video: https://t.co/1WiuADHTqX

[Strategas Asset Management @strategasasset]

Energy shocks, food inflation, rising debt levels, and yield pressure alongside healthy Q1 earnings and rising estimates for 2Q. What does this mean for markets and investors? Click here to find out in this month’s Insight by @nbohnsack

Link to full commentary: https://t.co/J9IaLMFVMi

[Strategas Asset Management @strategasasset]

There's been a rising unease in the market. Where's market sentiment as we progress through Q2? Find out in this week's video with @Todd_Sohn

Click here to watch: https://t.co/Q8pwYNXr1J

[Strategas Asset Management @strategasasset]

If yields continue to rise, we will continue to see further downward pressure on risk assets. Hear why in this week's fixed income video.

Click here to watch: https://t.co/1WiuADHTqX

[Strategas Asset Management @strategasasset]

The global economy is moving through a structural transition. This has been true for some time. Recent events have catalyzed an acceleration of this trend.

Learn more in this month’s Insight by @nbohnsack

Link to video: https://t.co/4TLj13Fsyz