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TopGunSM Press

Demand Side of The Market Steady As It Goes!  Big Cap Investors Plan Continued Increase In Exposure To Equities

August 17th, 2021 by TopGun Press

Demand Side of The Market

Steady As It Goes!

Big Cap Investors Plan Continued Increase In Exposure To Equities

For Immediate Release – New York, NY, August 17th, 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 = 84% (84% last week) (83% two weeks ago) (66% September 2020)
No = 16% (16% last week) (17% two weeks ago) (34% September 2020)

Planned Sector Gainers and Losers

Purple Color = Change in Ownership Commitment Level Week over Week

Sector

Prior Ownership Commitment Level
(0 to 100)

Gainers and Losers
% Increase/Decrease
Next 90 Days

Forest Products 57 16%
Oil & Gas – Exploration 58 12%
Entertainment 59 10%
Aerospace/Defense 59 8%
Pipelines & Utilities 61 8%
Telecommunications 60 7%
Software & Services 64 6%
Banks 65 5%
Internet 65 5%
Manufacturing 65 5%
Engineering 67 4%
Agriculture 69 4%
Broadcasting/Cable 61 3%
Retailing 66 3%
Asset Managers 62 2%
Hardware 63 2%
Real Estate/REIT 63 2%
Telecommunications Equipment 64 2%
Consumer Products 66 2%
Automotive 61 0%
Insurance – Life 64 0%
Mining 64 0%
Insurance – P&C 67 -1%
Chemicals 66 -2%
Precious Metals 66 -2%
Financial Services 63 -2%
Pharmaceuticals 71 -3%
Healthcare 68 -3%
Building and Construction 67 -3%
Hospitality 67 -3%
Heavy Industry 63 -3%
Biotech 72 -4%
Food & Beverage 69 -4%
Oil & Gas – Integrated 68 -4%
Environment 72 -6%
Transportation 67 -6%
Medical Technology 75 -8%
Financial Technology 74 -8%

What Will Curb Investor Enthusiasm?

Other than changes in earnings and corporate performance what environment factors will signal reversals of the global net buyer trend?

  • Proposed US Corporate Income Tax Increase (to 28%)
  • Proposed US Personal Capital Gains Tax Increase (to 39.5%)
  • Proposed Major US Government Spending Increase
  • Increased US Trade Imbalance vs China
  • Increased/Prolonged Inflation

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%+)):

Poll results coming soon

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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