Brendan Wood International
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Brendan Wood International Shareholder Confidence Index at 64%, lowest level year to date

October 6th, 2021 by TopGun Press

Brendan Wood International Shareholder Confidence Index at 64%,
lowest level year to date


The BWI Index forecasts less investor demand for big cap stocks worldwide in 4Q. When big cap investors also signaled a 20% drop in their “net buyer” plans, the index fell accordingly with a minor impact on prices.

The Brendan Wood Index polls the buying intentions of 2000 portfolio managers running $51+ trillion worldwide and reports on a weekly basis.

New York, NY, October 6th, 2021

Net Buying Intentions

Are you planning to be a net buyer in the near term 3 months? (Net buyer means own more $ in equities than you do today.)

Yes = 66% (67% last week) (83% August 3rd 2021) (66% September 2020) (95% April 2020)
No = 34% (33% last week) (17% August 3rd 2021) (34% September 2020) (5% April 2020)

Brendan Wood Shareholder Confidence Index which measures investor demand, dropped 4.5% in 3Q predicting noticeable price attrition amongst big cap stocks. Current Shareholder Confidence Index = 64%

Another BWI Metric, the Net Buyer Index, also came in at 64% down from 83% in August 2021.

“The Brendan Wood indices continue to foretell rising and falling investor demand for big cap stocks across the world and the resulting impact on prices. The influence of big ticket investors will not be denied in the market. Although BWI intel focuses on the buyside demand for individual stocks, the collective results across 1400 stocks owned by 2000 large investors predict sector by sector and overall demand for equities in the forthcoming markets. Proactive asset managers look at a lot of data while making investment decisions. Demand side data like this is a new dimension, accurate and succinct.”

“Our clients are highly interested in why the “demand” for the stocks they own or of the companies they run advances/recedes. Answering those questions with objective intelligence makes for a richer investment process and better run shareholder aware companies.”

Brendan Wood & Partners


Planned Sector Gainers and Losers

*Based on investor demand for stocks in sector

Picture8

What Will Influence Investors’ Exposure to Equities?

  • Proposed US Corporate Income Tax Increase (to 28%)
    Greatly Increase = 0% (0% last week)
    Increase = 13% (14% last week)
    Neutral = 57% (59% last week)
    Decrease = 28% (25% last week)
    Greatly Decrease = 2% (2% last week)

  • Proposed US Personal Capital Gains Tax Increase (to 39.5%)
    Greatly Increase = 0% (0% last week)
    Increase = 11% (11% last week)
    Neutral = 71% (73% last week)
    Decrease = 17% (15% last week)
    Greatly Decrease = 1% (1% last week)

  • Proposed Major US Government Spending Increase
    Greatly Increase = 2% (2% last week)
    Increase = 44% (40% last week)
    Neutral = 44% (48% last week)
    Decrease = 9% (9% last week)
    Greatly Decrease = 1% (1% last week)

  • Increased US Trade Imbalance vs China
    Greatly Increase = 2% (2% last week)
    Increase = 15% (14% last week)
    Neutral = 70% (71% last week)
    Decrease = 12% (12% last week)
    Greatly Decrease = 1% (1% last week)

  • Increased/Prolonged Inflation
    Greatly Increase = 5% (6% last week)
    Increase = 38% (41% last week)
    Neutral = 32% (33% last week)
    Decrease = 25% (20% last week)
    Greatly Decrease = 0% (0% last week)

Impact on Big Ticket Investors’ Exposure to Equities Legend (Greatly Decrease (-10%+), Decrease (0% to -10%), Neutral (0%), Increase (0% to 10%), Greatly Increase (10%+)):

Looking for a Report on your company or more information about the BWI Shareholder Confidence Index please contact the undersigned.

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. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing + $50 trillion invested in the 1400 companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. 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.

Disclaimer:

We wish to emphasize that 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. Under no circumstances should any ratings or evaluations of individuals’ performances in these reports be considered as a sufficient basis for making decisions concerning the careers of individuals, including such matters as promotions, compensation arrangements, terminations, etc.

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.

Related Links:
www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl

Contacts:
Jordan Novak
Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com

Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com

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