Strategas Asset Management

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Strategas in the Press

Aug'22 Todd Sohn More

OETV Interview with Todd Sohn

Strategas Asset Management Technical Strategist appeared on OETV with Scott Duxbury to discuss the Energy and Financial sectors of the market as well as the challenges ETF flows have faced in the first half of in 2022

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Insight

Jul'22 Nicholas Bohnsack More

Be Warned, the Countertrend Rally

As recently as last month there appeared a certain sense of complacency among our clients that this – the market drawdown – will all be over soon.

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Highlights

Jul'22 Todd Sohn More

Healthcare Flows Reflect Defensive Posturing

Consistent with prior defensive equity markets (e.g. 2018, early 2020), the Healthcare sector is outperforming with accelerating ETF inflows. The +$9.6 Bn YTD inflows are already an annual sector record and almost double the next sector (the also defensive Consumer Staples sector). On one hand, we’d view this as reflective of growing co