Trump Victory boosts demand for US equities + 24%, Harris Win lowers demand - 3% except for Technology stocks + 10%…big cap global investors say.
Brendan Wood International
A private partnership formed in 1970, the firm founded the exclusive TopGun Club.
Post US Election
Harris vs. Trump
Global Investor Poll
Cumulative Results
September 27th to October 31st 2024
Trump Net Increase +24%
Harris Net Increase +1 %
Citing “capital gains tax increases, increased regulations, unrealized capital gains taxation and an estate tax hike”, big cap investors expect the investment market to decline under a Harris administration except for the Technology sector.
Consumer Products = Trump
Energy = Trump
Financials = Trump
Healthcare = Trump
Industrials = Tie
Real Estate / REITs = Tie
Technology = Harris (+ 10%)
Telecommunications = Tie
Equity Exposure if Donald Trump wins Election
Increase = 43%
Static = 38%
Decrease = 19%
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Equity Exposure if Kamala Harris wins Election
Increase = 20%
Static = 61%
Decrease = 19%
Editorial Policy Update:
BWI’s global investor polls have anticipated rising and falling demand for equity markets exposure over two decades. Institutional portfolio managers, investment advisors and families say they have avoided unnecessary trading as a result of BWI’s trusted shareholder confidence data. The polling results during Covid reassured countless investors to their benefit. The current US election, like Covid, is a pivotal investment event. The essential data of value to all asset managers is how big ticket investors intend to adjust their equity exposure if one candidate or the other is elected. As usual in our debriefs, investor commentary is invited and we try to avoid censorship. However, given the provocative political subject matter, personal comments can be emotionally charged. Hence a BWI policy update which limits publication of respondent commentary, in this event, to why the respondent investor intends to increase or decrease equity exposure if one or the other candidate prevails on Election Day. In other words policy and economics as opposed to perceptions about the characters of the opponents.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
About Tuttle Capital:
Long established as an innovative creator of unique ETFs, Tuttle Capital is led by impresario Matt Tuttle. Tuttle Capital is the investment advisor of the Brendan Wood TopGun ETF.
Disclosure:
All reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
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Contacts:
Matthew Tuttle Moderator, CEO Tuttle Capital Management mtuttle@tuttlecap.com
Jordan Novak Managing Partner Brendan Wood International +1 416 924 8110 jnovak@brendanwood.com