Strategas

Sector flows are showing a real tug of war right now. New video from @Todd_Sohn covers: - Cyclical vs. Defensive rotation - What’s driving each side - Gold shifting gears - A low bar for crypto? Quick update on where things stand: bit.ly/4t7Wa8S

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. bit.ly/4tdu7oP

Iran Conflict Market Insights Jerry Hendricks speaks with Tom Tzitzouris (Head of Fixed Income) and Nicholas Bohnsack (CEO) on avoiding overreactions amid Iran tensions, Fed pauses & energy spikes. Key SAMT ETF shifts & fixed income strategies. Click the link to watch the full video: bit.ly/4uPqMO2

In this month’s Insights, we explore how a new Military‑Technology Complex is reshaping markets in an era where safety, liquidity, scarcity, and sovereignty are all being repriced at once. Click below to read the full commentary: bit.ly/4lIUujI

What’s inside a Global Policy ETF? We break down the Strategas Global Policy Opportunities ETF (SAGP), including current exposures and how it may potentially fit within a portfolio Interested in learning more? Reach out to continue the conversation and click below for the full video: bit.ly/4rCPkHs

One last call before headed to Vegas to check-in with our Chief ETF Strategist, @Todd_Sohn Feel free to reach out if you'd like to catch up on all things ETFs

In this week’s ETF & Markets video, @Todd_Sohn digs into 3 big questions in the ETF universe: Net equity ETF outflows – aberration or slowdown coming? Any hope for Low Vol strategies? How much room left for Real Assets? Click the link to watch the full video and thanks for your continued support: bit.ly/3Nixcob