Whose Victory Will Boost US Equity Investment?Harris vs. Trump Global Investor Poll
Brendan Wood International
A private partnership formed in 1970, the firm founded the exclusive TopGun Club.
Cumulative Results
September 27th to October 18th 2024
Trump Factor + 26%
Trump net increase +23%
Harris net increase – 3%
Consumer Products = Trump
Energy = Trump
Financials = Trump
Healthcare = Tie
Industrials = Tie
Real Estate / REITs = Trump
Technology = Harris
Telecommunications = Tie
October 18th 2024
Equity Exposure if Donald Trump wins Election
Increase = 40%
Static = 43%
Decrease = 37%
Equity Exposure if Kamala Harris wins Election
Increase = 21%
Static = 55%
Decrease = 24%
“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
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Lastest Institutional Investor Quotes
"There's angst around how severe Trump will impact the IRA commitments."
"I've been reading a book titled Money, which highlights the difference between Wall Street and non-Wall Street perspectives. For me, Trump embodies the non-Wall Street viewpoint, often favoring a cash-focused strategy. This group includes traditional farming constituents who thrive in an environment with looser credit. When credit tightens, it leads to turmoil; more cash then becomes available for investment in equities, real estate, and other opportunities. Therefore, I believe he would strive to sway the Fed to inject more cash into the economy."
"For Tech, Trump probably gets rid of Lina Khan, which would maybe make you more optimistic about larger scale M&A going through than in the current environment. But, that's probably not the biggest driver of equity returns in that space going forward."
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 [email protected]
Jordan Novak Managing Partner Brendan Wood International +1 416 924 8110 [email protected]