Since our founding, our Macro Research team has built its research product on four basic principles:
Utility. Humility. Simplicity. Quality. Coupling rigorous analytical process with intellectual flexibility, Strategas seeks to provide clear and concise research that yields timely and actionable investment conclusions.

The Strategas Capital Markets team leverages decades of experience and the full breadth of our macro research capabilities to provide corporate executives, and their boards, with actionable analytics, good counsel, innovative strategies and superior execution in an increasingly competitive and dynamic marketplace.

The best research is worthless unless it leads to an actionable conclusion. Strategas' “first principles” approach to research and idea generation has generated significant client demand such that the Firm formed Strategas Asset Management,
a registered investment advisor, to offer a range of managed account strategies to leverage the thematic investment conclusions and actionable ideas of the Firm’s macro research teams.

Turning Insight into Action
Our Firm

Our Firm

Strategas is an institutional brokerage and advisory firm serving clients in more than twenty countries around the world. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the Firm provides Macro Research and Capital Markets & Corporate Advisory services to institutional managers and corporate executives and through Strategas Asset Management manages a suite of macro thematic investment strategies by institutional mandate and for ultra and high-net-worth investors.
Today’s Research


05/18/2019 Rissmiller

Weekly Economics Summary

We are writing today’s note from Seoul, S. Korea as we continue to visit our institutional clients in Asia. For obvious reasons, global trade discussions are dominating every meeting. We continue to believe ...
Today’s Research

Policy Research

05/17/2019 Clifton

DC Weekly Update

Today’s Research

Weekend Reader

05/17/2019 Research Team

Charts of the Week

Today’s Research


05/17/2019 Ore

SLIM Survey Shows Trade Tensions On Mfg 

New orders pull back and supplier deliveries times quicken. 
Today’s Research


05/17/2019 Trennert

Investor Bipartisan On Trade

We had the pleasure of visiting a vast and varied number of institutional investors in Boston over the past two days.  What we found interesting in a town that could hardly be described as “Trump Country” was a bipartisan feeling that standing up to China was a fight worth having to protect the long-term national security and economic interest of the United States.