Baird Strategas

@BairdStrategas

Baird Strategas is a leading institutional brokerage firm providing macro research, advisory and capital markets services.

New York | Washington DC bairdstrategas.com Joined February 2012

8 Following 16K Followers 4.9K Posts

Latest posts 5

Baird Strategas @BairdStrategas Nov 3

Check out @strategasasset latest post to hear updates from Portfolio Manager Ryan Grabinski on our Macro Thematic ETF, SAMT.

SAMT remains invested in three themes: Artificial Intelligence 2.0, Deglobalization, and Analog Edge.

Strategas Asset Management @strategasasset Nov 3

Financing costs matter for the equity outlook. Our October 30th SAMT update explores how potential further tightening and renewed pressure on longer-term yields could weigh on longer-duration equities and make funding more challenging for lower-quality companies.

Click here to read the full update: bit.ly/4swnnmR

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Baird Strategas @BairdStrategas Oct 27

@Todd_Sohn shares four charts in this week's ETFs and Markets video. Where do cyclicals stack up against defensives? We're in rare territory. Watch this week's video to find out more by clicking below.

Strategas Asset Management @strategasasset Oct 27

One theme we’re watching right now is cyclical restraint. While absolute cyclical flows aren’t at extremes, relative to the defensive sector, they are beginning to look like 2022, inching closer to extreme territory. Click the link to watch this week’s video with Todd Sohn: bit.ly/47EE6e2

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Baird Strategas @BairdStrategas Oct 21

In this week's ETFs and Markets video, Chief ETF Strategist @Todd_Sohn breaks down the change in market leadership, the shift away from technology and small caps. Click the link below to watch.

Strategas Asset Management @strategasasset Oct 21

A shift away from technology? As names in the sector start to roll over or stall, demand is changing. Where’s the money going to? Healthcare and Energy. Find out why in this week’s video: bit.ly/4BgLqdc

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Baird Strategas @BairdStrategas Oct 16

Our Chief ETF Strategist, @Todd_Sohn is back from the road, sharing updates on the current market cycle, cyclical unease, the rise of Tech exposure and what seems to be collapsing correlations in the market

Strategas Asset Management @strategasasset Oct 16

Boulevard of Broken Correlations: the Energy sector and Low Vol Index are deeply, negatively correlated to the S&P 500, blowing out any sort of comparison over the last 30 years. Learn more in this week’s video with @Todd_Sohn: bit.ly/4AWsbpc

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Baird Strategas @BairdStrategas Sep 30

In this week's ETF and Markets video, @Todd_Sohn breaks down various sector flows and also shares one chart on High beta he believes all investors should be aware of. Click the link below to watch.

Strategas Asset Management @strategasasset Sep 30

Semis and Tech hardware now account for nearly HALF of the Nasdaq 100 and S&P 500 high-beta ETFs. Are there implications? Watch this week's video to find out: bit.ly/4hWrh4w

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