Upcoming Event

Strategas Intern Event and Discussion Series

7/18/2019 Yale Club 50 Vanderbilt Ave Ballroom, 20th Floor New York, NY 10017

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

Fixed Income Strategy

07/17/2019 Tzitzouris

Quarterly Fixed Income Allocation Update

Today we update our Core and Go Anywhere fixed income strategies and highlight performance from Q2.
Today’s Research

Technical Research

07/17/2019 Verrone

Leadership Improvements As Market Consolidates 

An exercise we regularly perform in our process is to create a simple list of market attributes and blemishes.  
Today’s Research

Policy Research

07/16/2019 Clifton

Public Option Healthcare Plan Still Cannibalizes Private Sector Health Insurance

Democratic front-runner Joe Biden released his healthcare plan, which disregards Medicare for All, but instead calls for a public option to compete with the private sector. This led to a sigh of relief for clients invested in managed care companies, but a public option, over time, cannibalizes the private healthcare sector. 
Today’s Research

Technical Research

07/16/2019 Verrone

Low Vol Days Consistent With Uptrends

For what was the lowest volume day of the year (just 33 million SPY shares traded hands), yesterday’s 30 basis point S&P high/low range also falls in the 2nd percentile of all daily observations over the last 40 years
Today’s Research

Strategy

07/15/2019 Trennert

Investment Strategy Video Update

In this Investment Strategy Video Update, I talk about our overall view of the markets. Generally speaking, we are tactically cautious going into the earnings season but also feel it is difficult being short heading into the end of the year.