Strategas Asset Management

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

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

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

Got questions about Strategas ETFs and how they fit in a portfolio? Join Portfolio Manager Ryan Grabinski and Chief ETF Strategist @Todd_Sohn from the Strategas Asset Management team for a 2Q update on Thursday, April 9th at 10 AM EST. All questions are welcome, just reply to this post. Click Here to Register for ETF Webinar: bit.ly/4rJtYbx

Join Portfolio Manager Ryan Grabinski and Chief ETF Strategist @Todd_Sohn from the Strategas Asset Management team for a 2Q update and Q&A mailbag 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: bit.ly/4rJtYbx

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 the link for the full video: bit.ly/4rCPkHs

At Strategas Asset Management, we're focused on delivering disciplined, research-driven equity exposure for clients. In his latest SAMM review, Chris Verrone updates the Macro Momentum Fund's strong 2026 start, highlighting overweight energy & healthcare via price-first momentum ahead of Iran events, plus cash flexibility. Watch the full update: bit.ly/4crmBBv #Strategas #SAMM #Equities #MomentumInvesting

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