Investor Conviction Drops 20%…
Democrat Win Trends Negative For Markets…
Brendan Wood International Shareholder Poll
For Immediate Release – New York, NY, September 17th, 2020 (TopGun Press)
With the exception of Consumer, Gold and Telecom sectors, the Brendan Wood International Shareholder Confidence Index* records over 20% lower commitment to own big cap stocks in the year ahead. A separate BWI poll, focused on Covid and US election influence, reports a 30% lower intention to increase exposure to equities.
*The Brendan Wood Shareholder Confidence Index is updated daily by interviews with investment professionals who rate 1400 global big cap stocks against a detailed matrix of investment qualities.
“Commitment to Own” Score
January = 73/100
September = 58/100
*Ex – Consumer, Gold and Telecom
INVESTOR POLL:
1) 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% (May 27th = 96%)
No = 34% (May 27th = 4%)
2) Will you be buying using cash reserves or switching existing positions into higher quality names that were overpriced but have become cheaper?
Cash Reserves = 22% (May 27th = 30%)
Switching Existing Positions into Higher Quality Names = 44% (May 27th = 66%)
3) How long do you think that decreasing real spending, lower earnings and supply chain issues directly caused by Coronavirus will prevail as deterrents to investing?
1 Month = 12%
3 Months = 10%
6 Months = 36%
1 Year = 42%
4) Will markets/prices grow from 2nd Q, 2020 going forward to election day?
No growth from 2Q 2020 to election = 49%
1% – 10% growth from 2Q 2020 to election = 44%
11% – 20% growth from 2Q 2020 to election = 7%
Over 20% growth from 2Q 2020 to election = 0%
5) If the democratic party wins the election in November, will your equity exposure?
Increase over 30% = 2%
Increase 21-30% = 0%
Increase 11%-20% = 2%
Increase 1%-10% = 20%
Remain the same = 60%
Decrease 1%-10% = 16%
Decrease 11%-20% = 0%
Decrease 21-30% = 0%
Decrease over 30% = 0%
6) If the democratic party wins the election in November, will equity stock prices rise or drop?
Over 30% rise = 2%
21-30% rise = 0%
11%-20% rise = 2%
1%-10% rise = 18%
Remain the same = 40%
1%-10% drop = 28%
11%-20% drop = 9%
21-30% drop = 1%
Over 30% drop = 0%
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private partnership generating independent performance audits globally. Brendan Wood debriefs large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing + $40 trillion invested in the 1400 companies on the BWI Index. Relying on real time performance intelligence, the firm 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.
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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