Whose Victory Will Increase Equity Exposure? Harris vs Trump Global Investor Poll. Daily Count Down
Brendan Wood International
A private partnership formed in 1970, the firm founded the exclusive TopGun Club.
Whose Victory Will Increase Equity Exposure?
Harris vs. Trump Global Investor Poll
Daily Count Down
October 7th 2024
Equity Exposure if Donald Trump wins Election
Increase = 48%
Static = 35%
Decrease = 17%
Equity Exposure if Kamala Harris wins Election
Increase = 26%
Static = 52%
Decrease = 22%
“Through our partnership with Brendan Wood International (BWI), we at Tuttle Capital Management, and other investors of all stripes, receive the results of BWI’s personal discussions with portfolio managers concerning investment convictions on a stock by stock basis for the year ahead. BWI partners also query big cap investors about their oncoming exposure to equities. In this case the upcoming election is seen as a pivotal event in terms of investor conviction in the post election environment. I therefore welcome Brendan Wood’s invitation to moderate the discussion of the results of this study as the results accumulate on a daily basis. Signifying the interest in the subject, so far investor participation in the post election discussion is 100%.” Matthew Tuttle , CEO, Tuttle Capital Management
Institutional Investor Quotes:
"If Donald Trump wins the US Presidential Election this year, I will increase my equity exposure because I believe there are likely more stimulus measures and business-friendly initiatives."
"Trump would be good for a few sectors. I think it makes sense to have a favored stance on equity if Trump gets elected."
"If it is Harris, I would not be surprised if the market goes down the day after the election. However, I think the market will be better in six months under Harris because she is not going to have crazy tariffs."
"No matter who the President is, rates are going to come down. However, if it is Trump, I would not be surprised if the market goes up the day after the election. However, if Trump is serious with tariffs, that could have some very negative consequences ."
"If Kamala gets elected, I think it would be good for our exposure. There would maybe be some concern around financial regulations because she has kind of spoken about that a little bit and corporate tax rates. Part of the trouble is they say things and then what they actually implement is another thing. She has certainly been very supportive of clean energy, and I think she would be good for the renewable energy sector if she were to come into power. From a personal and an investment point of view, I really hope Harris does win."
"I do not know what on Earth would happen if Trump were to come in. He was kind of a livewire last time he was in, and he just seems to be getting more and more extreme by the day."
"If Donald Trump wins the US Presidential Election this year, I will increase my equity exposure because of deregulation."
"We truly believe that no matter what the outcome of the election is, it is most likely going to be a soft landing. No matter who wins, an excessive amount of fiscal spending is going to continue to support the economy and continue to support the American consumer. We are never one to count out the American consumer. We truly believe that all-time highs can probably continue in the future to higher highs post-election. Right now, for the next 2 months we will be static. However, after volatility and after a potential dip, we would be on increase side of the equation."
"In the coming 12 months, the stock market would be better with Trump as president. This is for one simple reason: he will not increase taxes on U.S. corporations. The U.S. is so focused on tier multiples. If you increase the tax rates from 22% to 34%, like Harris wants, the economy will hurt."
"If Kamala Harris wins the US Presidential Election this year, I will reduce my investment in equities due to potential corporate tax and consumer confidence issues."
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"If Donald Trump wins the US Presidential Election this year, I don't think it will immediately affect my equity exposure. Trump is pro-capitalist and generally boosts consumer confidence. Changes in policies and their impact take time to materialize."
"If Kamala Harris wins and the House and Senate also go blue, I think you will see some people move more money to the sidelines. We are talking about greater Medicare pressure on drug pricing and unrealized capital gains tax, even if that does not happen. It is still always something that gives people reservations."
"If Trump wins, then you will have a new FTC head, which might finally get some more of that M&A going that everyone is always wanting to happen. Then if there is a split between the House and Senate, then you do not worry about something too drastic happening."
"Donald Trump is more market-oriented."
"I will increase my equity exposure if Kamala Harris wins the US Presidential Election this year, but it depends on how her policies work out."
"I will increase my equity exposure if Donald Trump wins the US Presidential Election this year. He will not impose charges on people for capital or unrealized capital gains, so I think the markets will likely continue to thrive."
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