Strategas
@StrategasRP
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Strategas is a leading institutional brokerage firm providing macro research, advisory and capital markets services. A Baird company.
New York | Washington DC
Joined February 2012
ETF Strategist @Todd_Sohn is back with a sharp look at what’s really moving ETF positioning this week: sector vs. broad equity flows, small-cap time frames, and the rise of derivatives in ETFs. Smart, tactical takeaways in under 10 minutes—click below to watch the full video.
ETF Strategist @Todd_Sohn breaks down this week’s must-watch trends: -Sector flows vs. equity ETF flows—big divergences you can’t ignore -Why time frame is everything for small-caps & diversification -Derivatives shake up ETFs—simple is out, complex is in Watch the full video
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In this week’s ETF video we dive into high level equity ETF flows, the revival for Healthcare, what to know about factor ETF flows, and growing dispersion among credit ETFs. Thanks as always for watching and let us know if you have any questions.
ETF flows remain elevated as 2025 rolls on, with another strong week for equity ETFs and a notable revival in Health Care. @Todd_Sohn breaks down how factor ETFs are seeing renewed interest and why dispersion across credit ETFs is worth watching for credit risk and opportunity.
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ETF Strategist Todd Sohn talks about equity ETF flows, the revival of the Healthcare sector, growing dispersion among credit ETFs and what to know about factor ETF flows. Check out his weekly video by clicking the link in the post below.
ETF flows remain elevated as 2025 rolls on, with another strong week for equity ETFs and a notable revival in Health Care. @Todd_Sohn breaks down how factor ETFs are seeing renewed interest and why dispersion across credit ETFs is worth watching for credit risk and opportunity.
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In this week’s SAMM Update, ETF Strategist @Todd_Sohn gives a quick look at SAMM positioning + explains how the portfolio evolves. Link to full video: https://t.co/3tgREwWvAj
#ETFStrategy #PortfolioManagement #SAMMUpdate #MarketInsights
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Maria and Nick unpack the key takeaways from the London Macro Conference. They discuss international investor appetite for US assets, new de-dollarization trends, and crypto’s rising role in portfolios.
Strategas Economist Maria Cabella and CEO, Portfolio Manager Nicholas Bohnsack sit down to reveal new trends from the Strategas London Macro Conference: renewed US dollar interest, de-dollarization, and a surge in crypto focus. Link to video: https://t.co/dEYQontzRW
#Markets
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Are you a fan of Todd's work? Specifically, his market analysis on the ETF space? Be sure to check out his weekly video on our asset management website ( https://t.co/McHnndnwKt), or by clicking the link in the post below.
ETF flows are surging as 2025 wraps up: equity ETFs now see $5.8B in daily inflows. @Todd_Sohn highlights demand for tech, AI, and diversification as key drivers. With market concentration at a multi-decade high, now’s the time to review your portfolio strategy and diversify
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Maria and Nick sit down to discuss the limited impact the government shutdown will have on corporate profits amid all the controversy in the media.
Government shutdown shocks? Not so much for Q4 corporate profits so far. Contract protections and revenue diversity have kept businesses steady amid the disruption. Watch our full take here: https://t.co/c5Z8ccw6gd
#GovShutdown #CorporateEarnings #MarketInsights
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A disconnect persists between a softening U.S. economy and resilient markets. In our latest Insights, CEO Nicholas Bohnsack explores how delayed stimulus and strong earnings are shaping 2026—and how Strategas’ three ETFs (SAMT, SAGP, SAMM) capture emerging themes. Read it here:
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The AI boom has driven growth, but as other parts of the economy cool and fiscal reform awaits 2026, our economics team expects a soft patch—followed by a bullish wave of consumer activity next year. Click the link to watch the full video: https://t.co/RKAASPudBB
#FiscalBill
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As the government shutdown nears its end, our Head of Fixed Income Tom Tzitzouris and Portfolio Manager Jerry Hendricks discuss shifting bond yields and why tactical duration management is key. Staying nimble as volatility continues into 2026. Click here to watch:
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This was great to join with rising star @philrosenn - get on board, we hit a ton of topics. Many thanks Phil!
AI isn't another dot-com but it's still pushing investors to seek out more risk and leverage. Veteran strategist Todd Sohn (@Todd_Sohn) of Strategas joined FULL SIGNAL to discuss the speculative boom, the bull market's next stage, $7 trillion cash on sidelines, contrarian
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Policy shifts in DC = new market opportunities. In this edition of Advisor’s Corner, hear how the Strategas Global Policy Opportunities ETF (SAGP) positions for Fed moves, elections, & sector shifts as 2026 nears. Watch now for key insights: https://t.co/kl6PVRfGLV
#Strategas
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Markets evolve fast, but strong portfolios stay adaptable. The SAMT ETF explores how thematic diversification helps investors manage volatility and capitalize on emerging macro trends. Learn more by clicking here - https://t.co/KIlpSxAGr6
#Strategas #SAMT #ThematicRotation
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Momentum still working as we approach year-end. Discipline, risk management, and staying close to the data. Sticking with the process. Watch the latest update on the Strategas Macro Momentum ETF here: https://t.co/91XoNyhTNr
#ETF #markets #strategy #macro
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Quality endures when markets get choppy. SAMT’s Cash Flow Aristocrats sleeve targets firms generating sustainable cash flow with durable fundamentals — a steady anchor for volatile markets. Click here to learn more about SAMT:
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We’re excited to welcome @Todd_Sohn, Technical Strategist at @strategasasset, as a speaker at @ExchangeETF 2026! 🙌 Todd works with institutional investors to make sense of global market trends and ETF flows, turning complex data into insight. At #ExchangeETF 2026, he’ll bring
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In this week’s video we set the stage for November and give some ETF playbook considerations. Tech + A.I. continues to dominate indices, but there’s plenty of other ETFs out there. Thanks for watching and please reach out with any questions.
In this week’s ETFs & Markets video, ETF Expert @Todd_Sohn sets the stage for November: -Tech + A.I. exposure keeps growing -Thematic ETFs still lean heavy on Tech -Diversification ideas for your ETF playbook -Sector flows & leverage ratio updates Watch the video here:
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In this week’s ETFs & Markets video, ETF Expert @Todd_Sohn sets the stage for November: -Tech + A.I. exposure keeps growing -Thematic ETFs still lean heavy on Tech -Diversification ideas for your ETF playbook -Sector flows & leverage ratio updates Watch the video here:
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Strategas is proud to recognize our top-ranked analyst team in the 2025 Extel U.S. All-America Research Survey (formerly Institutional Investor). We are humbled by the continued recognition of our research. @StrategasRP
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ETF overlap is everywhere. SAGP takes a different path—using company lobbying as a unique factor. 100 stocks | 60% US, 40% international | 100% lobbying the U.S. government. Quant-driven. Apolitical. Source: Strategas Asset Management, 10/17/2025 #SAGP #ETFstrategy
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