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Brendan Wood TopGun Shareholder Confidence Poll – Big cap investors slightly drop their plans to increase equity exposure.

August 31st, 2021 by TopGun Press

Brendan Wood TopGun Shareholder Confidence Poll

Big cap investors slightly drop their plans to increase equity exposure. Say big government spending and inflation will increase their exposure and tax increases will inhibit further equity commitments.

 

For Immediate Release – New York, NY, August 31st, 2021 (TopGun Press)

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 = 77% (84% last week) (83% three weeks ago) (66% September 2020)
No = 23% (16% last week) (17% three weeks ago) (34% September 2020)

Planned Sector Gainers and Losers

Purple Color = Change in Ownership Commitment Level Week over Week

Picture3

What Will Influence Investors’ Exposure to Equities?

Early Returns

  • Proposed US Corporate Income Tax Increase (to 28%) (Early Trend Down)
    Greatly Increase = 0%
    Increase = 11%
    Neutral = 67%
    Decrease = 20%
    Greatly Decrease = 2% 
  • Proposed US Personal Capital Gains Tax Increase (to 39.5%) (Early Trend Flat)
    Greatly Increase = 0%
    Increase = 12%
    Neutral = 70%
    Decrease = 16%
    Greatly Decrease = 2% 
  • Proposed Major US Government Spending Increase (Early Trend Up)
    Greatly Increase = 0%
    Increase = 39%
    Neutral = 51%
    Decrease = 8%
    Greatly Decrease = 2% 
  • Increased US Trade Imbalance vs China (Early Trend Flat)
    Greatly Increase = 2% 
    Increase = 14%
    Neutral = 72%
    Decrease = 10%
    Greatly Decrease = 2% 
  • Increased/Prolonged Inflation (Early Trend Up)
    Greatly Increase = 6%
    Increase = 30%
    Neutral = 42%
    Decrease = 22%
    Greatly Decrease = 0%

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%+)):

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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