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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAbandoning rational energy policy in favor of environmental policy is an economic risk, says Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to discuss his market outlook ahead of the open.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Strategas' Jason Trennart on recession chancesJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to discuss his recession outlook and recent comments from Treasury Sec. Janet Yellen.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should get defensive with higher levels of cash than normal, says Jason TrennartJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to discuss his recession outlook and recent comments from Treasury Sec. Janet Yellen.
The three-month-old fund is an actively managed strategy that combines dividend-paying international equity holdings with covered call writing, an income strategy used frequently by fund sub-advisor Capital Wealth Planning. And international funds are also gaining traction. He added that the fund managers may actually be a bit more aggressive in writing calls in the international fund than in the U.S. version. "It's not unusual for international stocks to suspend or reduce their dividends more frequently than U.S. stocks do," Magoon said. Since its launch in September, the Amplify International Enhanced Dividend Income ETF has a total return of about 7%.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina will eventually have to find a compromise on zero-Covid, says Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to break down his market outlook ahead of the open.
There will be things about gridlock the market doesn't like," said Ed Mills, Washington policy analyst at Raymond James. Meanwhile, under a Republican president, the stock market on average gains 4.9% when Democrats control Congress, and the market gains 7.3% with a split Congress. Strategas Research says the stock market is signaling that Republicans may sweep the election . There are clear stock market winners from a Republican victory, at least in the House. Laperriere, in a note, wrote that tech, small cap and financial firms are most vulnerable to higher taxes and tougher regulations, and they could benefit from a Republican Congress.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe longer inflation sticks around, the more difficult it is to fight, says Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to discuss his market outlook ahead of the midterm elections.
The spate of new launches comes as cash floods into fixed income products. "On one hand, it helps explain the dual-edged pain for 60/40 portfolios this year, but the -17% decline now has bond ETFs offering realistic yields as an equity alternative. This helps explain the continued surge to Treasury ETFs, which again led our category workbook with +$12 Bn [last week] and over +$110 Bn YTD," Sohn added. Holly Framsted, the director of ETFs at Capital Group, said the firm is not trying to time the market with its launches but does believe there is an underserved demand for actively managed bond ETFs. Capital Group launched three more fixed income ETFs, including funds focused on municipal bonds and short duration bonds, last week.
It just got a lot cheaper to buy a top dividend ETF
  + stars: | 2022-10-25 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
Asset management giant BlackRock announced Tuesday that its iShares arm is cutting the fee on a large dividend ETF. The fund, previously known as the iShares U.S. Dividend and Buyback ETF, will now have a management fee of 0.05%, down from 0.25%. The firm is also adding the fund to its core suite of funds and renaming it the iShares Core Dividend ETF . The firm said that the fund is now the lowest fee dividend ETF on the market in the U.S.. Some of the biggest dividend funds from rival Vanguard, such as the Vanguard Dividend Appreciation ETF (VIG) , carry a fee of 0.06%.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI would not be surprised if 10-year Treasury yields move higher, says Strategas CEO Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to break down how investors can position their portfolios amid high market volatility.
Watch CNBC's full interview with Strategas CEO Jason Trennert
  + stars: | 2022-10-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Strategas CEO Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, joins CNBC's 'Squawk Box' to break down how investors can position their portfolios amid high market volatility. Trennert explains why he would not be surprised if 10-year Treasury yields move higher and react to the latest batch of corporate earnings.
Potentially, that marks the start of a reversal from this year's pattern, which has seen sharp outflows from high yield funds. High yield bond funds have been beaten down this year, like the rest of fixed income. FlexShares' offerings include the actively managed High Yield Value-Scored Bond Index Fund (HYGV) and the ESG & Climate High Yield Corporate Core Index Fund (FEHY) . To be sure, growing concerns about bankruptcies can hurt high yield investors, even if they never materialize. Because the underlying companies are also essentially investment funds, investors are paying management for both the companies and the ETFs.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should assume there will be a recession in 2023, says Strategas CEO Jason TrennertJason Trennert, chairman and CEO of Strategas Research Partners, joins CNBC's 'Squawk Box' to break down his market forecast and explains why he believes there will be a recession in 2023.
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