Upcoming Event

Sixth Annual Investment Forum

10/03/2019 To 10/06/2019 Rosewood Bermuda

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

Economics

09/22/2019 Rissmiller

Weekly Economics Summary

CEO confidence plunged again in the 3Q Business Roundtable survey. Since CEO optimism is a leading indicator for capex ...
Today’s Research

Policy Research

09/20/2019 Clifton

DC Weekly Update

Today’s Research

Economics

09/20/2019 Rissmiller

Charts of the Week

It was a busy week for macro data and macro risks, but the U.S. labor market ... 
Today’s Research

Strategy

09/20/2019 Trennert

WeWork, Private Valuations, and the SEC

Jason Trennert suggests that WeWork could mark the peak in private market valuations.  He also suggests that the scrutiny the company received is a good indication that sentiment in the public markets is not nearly as euphoric as is popularly believed – a good sign for the duration of the bull market.  Finally, he recounts some recent interactions with both the SEC and the financial media on the subject of the private markets and WeWork respectively.
Today’s Research

Technical Research

09/20/2019 Verrone

Video Slides