In a wide-ranging interview, strategist and economist Jason Trennert shares his views of the economy, markets, and some major investable themes for 2024.
Jason Trennert
LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS
Part 2 of 2
Ever since the global financial crisis, macro has really mattered to investment success. Leading investment strategist Jason Trennert identifies four major long-term themes shaping his portfolios
LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED
Part 1 of 2
Strategas’ Jason Trennert coined the term TINA, “there is no alternative to stocks,” over a decade ago when interest rates were perpetually low. He explains why he has replaced it with TARA, “there are real alternatives to stocks.”
FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES
Inflation is back with a vengeance after 40 years of decline. Are interest rates about to follow? Strategas’ influential Chief Investment Strategist details the investment risks.
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ELECTION PORTFOLIO STRATEGY – TRENNERT PART 1
Jason Trennert says the wide policy differences between Biden and Trump call for different portfolio strategies post-election.
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LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN
The pandemic lockdown has created extreme financial conditions without precedent. Leading investment strategist Jason Trennert lays out the bullish vs. bearish cases in shutdown investing.
