Strategas

Strategas is a leading institutional brokerage firm providing macro research, advisory and capital markets services. A Baird company.

[Strategas @StrategasRP]

Our CEO @JasonTrennert_ was recently on @ConsueloMack show Wealthtrack, talking investment themes, including one present in our Macro Thematic Opportunities ETF (SAMT). Click below to watch.

[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 @StrategasRP]

Chief ETF Strategist @Todd_Sohn shares an important chart detailing thematic ETFs and gives an update on where flows stand for the broader market. Click the link below to watch Todd's full video.

[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 @StrategasRP]

New ETF and Markets video posted earlier this week on @strategasasset's page. @Todd_Sohn dissects high vs. low beta performance, ETF Flows since March low and more

[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 @StrategasRP]

New Insight commentary posted to @strategasasset's page, featuring @nbohnsack

[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

[Strategas @StrategasRP]

Check out @Todd_Sohn's weekly video by clicking the link below

[Strategas Asset Management @strategasasset]

In this week's video @Todd_Sohn covers the wild activity from the Semis space as well as its historic increase in weight for major indices. Click here to watch his video: https://t.co/U6tLsDoYy3

[Strategas Asset Management @strategasasset]

Strategas is proud to offer 3 ETFs: SAMT, SAGP, SAMM. Come learn about each in this month's 5 charts in 5 minutes. Click here to watch: https://t.co/kKwG0gpLtr

[Strategas @StrategasRP]

New ETF and Markets video with @Todd_Sohn posted to Strategas Asset Management's website. Click the link below to watch.

[Strategas Asset Management @strategasasset]

In this week's ETF and Markets update, @Todd_Sohn discusses near record flows and sector updates. April ended with nearly a record intake of ETF flows, third largest monthly intake in history, which begs the question, where do tactical equity flows now stand?

Click the link to find out: https://t.co/HY52vAF6hP

[Strategas @StrategasRP]

This week's ETFs and Markets video with @Todd_Sohn covers Korea and Taiwan growing within Emerging Markets (EM), Power growing within Industrials, Industrial ETF flows suggest a sentiment risk. Click below to watch.

[Strategas Asset Management @strategasasset]

Korea and Taiwan keep gaining importance inside Emerging Markets. That matters because index weights drive capital, and capital drives performance. When the balance shifts, the benchmark story shifts too. @todd_sohn

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

[Strategas @StrategasRP]

Click below to read @nbohnsack's latest Insight on war, growth, inflation, and portfolio positioning in a polyfragile world.

[Strategas Asset Management @strategasasset]

Energy shocks are doing more than lifting oil prices - they’re tightening inflation, pressuring growth, and favoring hard assets over fragile balance sheets.

Read more in our CEO @nbohnsack's latest Insight. Click here to read: https://t.co/Py0JIvaED3

[Strategas @StrategasRP]

Great insight from @Todd_Sohn this week.

Todd highlights how semiconductors now represent nearly 16% of the S&P 500, with charts showing how ETF flows reflect this market concentration.

Watch the full breakdown by clicking below.

#ETFs #Markets #Research

[Strategas Asset Management @strategasasset]

Market structure -

Semis now make up nearly 16% of the S&P 500—a major shift in market leadership.

In this week’s ETF & Markets video, @todd_sohn runs through charts on changing exposures and ETF flows.

Click to watch: https://t.co/V6MjbP5lhg

[Strategas @StrategasRP]

Check out the webinar replay posted to @strategasasset's page to hear more about how our ETFs are positioned as we begin Q2 2026 and how these strategies can serve as complements to core equity allocations

[Strategas Asset Management @strategasasset]

In our latest Strategas ETFs webinar, @Todd_Sohn and Ryan Grabinski break down how SAMT, SAGP, and SAMM are positioned for 2026. Macro themes, policy exposure, and momentum all play a role. Replay here. https://t.co/LGOTNjfLxB

[Strategas @StrategasRP]

Check out @Todd_Sohn's latest video on ETF positioning on @strategasasset

[Strategas Asset Management @strategasasset]

In this week’s video with @Todd_Sohn: 3 charts on ETF positioning

- Equity ETF flows cooling off
- Sector flows turning defensive
- T-Bill inflows shifting equity vs. bond dynamics

As volatility rises, flows signal growing unease across markets.

Click the link to watch the full video: https://t.co/eouGyPTxfH

[Strategas @StrategasRP]

SAMM Portfolio Manager Chris Verrone’s latest review from @strategasasset highlights overweight exposure to energy, healthcare, and basic resources, a meaningful cash balance for flexibility, and the benefits of avoiding Mag 7 exposure during a difficult market stretch.

[Strategas Asset Management @strategasasset]

At Strategas Asset Management, we’re focused on combining relative strength and momentum to build disciplined portfolios.

In his latest Strategas Macro Momentum Fund update, Chris Verrone reviews strong relative performance, highlights overweight energy, healthcare, and basic resources, and explains how cash flexibility and no Mag 7 exposure helped in a challenging market.

Watch the full update: https://t.co/SRqXP4Zwuv

#Strategas #SAMM #Equities #MomentumInvesting #FinancialAdvisors

[Strategas Asset Management @strategasasset]

Active ETFs: industry's growth engine

Strategas’ @Todd_Sohn on Inside Active: boom drivers, issuer trends, smarter investing.

Listen on your platform:
Apple: https://t.co/5MCBQ8m2Zg
Spotify: https://t.co/vLHdz8Sj8w
iHeart: https://t.co/pUPLsMmPSx

[Strategas @StrategasRP]

New video this week from @Todd_Sohn breaking down March equity ETF flows showing rising restraint, aggressive Industrials flows, what Financials are signaling and more. Click the link below to watch.

[Strategas Asset Management @strategasasset]

Sector flows are sending a more cautious signal.

New video from
@Todd_Sohn covers:

- March equity ETF flows showing rising restraint
- ETF usage rates climbing
- Aggressive Industrials flows
- What Financials are signaling

Quick update on positioning: https://t.co/68up8DXYgc

[Strategas @StrategasRP]

Listen to @Todd_Sohn on Bloomberg's Inside Active Podcast

[Strategas Asset Management @strategasasset]

Active ETFs: industry's growth engine

Strategas’ @Todd_Sohn on Inside Active: boom drivers, issuer trends, smarter investing.

Listen on your platform:
Apple: https://t.co/5MCBQ8m2Zg
Spotify: https://t.co/vLHdz8Sj8w
iHeart: https://t.co/pUPLsMmPSx

[Strategas @StrategasRP]

Join Ryan and Todd for a 2Q update on Strategas ETFs. Thursday, April 9th at 10 AM EST.

[Strategas Asset Management @strategasasset]

Join Portfolio Manager Ryan Grabinski and Chief ETF Strategist @Todd_Sohn from the Strategas Asset Management team for a 2Q update on Strategas ETFs.

Thursday, April 9th at 10 AM EST.

Feel free to reply to this post with any questions you may have regarding our products – any topic is suitable.

Click Here to Register for the ETF Webinar: https://t.co/4bfTUCZlCs

[Strategas @StrategasRP]

Chairman of Strategas Research speaks about deglobalization and its impact on defense, inflation, and commodities in @StrategasAsset’s latest video

Click the link below to see how this theme shapes our positioning in the Strategas Macro Thematic Opportunities ETF (SAMT).

[Strategas @StrategasRP]

New video from @Todd_Sohn breaking down the ongoing tug-of-war in sector flows. Click below to watch.

[Strategas @StrategasRP]

Chairman of Strategas Research speaks about deglobalization and its impact on defense, inflation, and commodities in @StrategasAsset’s latest video

Click the link below to see how this theme shapes our positioning in the Strategas Macro Thematic Opportunities ETF (SAMT).

[Strategas Asset Management @strategasasset]

Strategas’ Chief Investment Officer and Portfolio Manager Jason Trennert discusses how the unwind of globalization continues to shape markets.

Rising populism → greater focus on national sovereignty, higher defense spending, stickier inflation, and a constructive backdrop for commodities.

We’re maintaining this theme in the Strategas Macro Thematic Opportunities ETF (SAMT) as Middle East tensions persist.

Click the link below for the full video. https://t.co/lz36i0JpEs