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Shareholder Confidence Index – Bad News and Good News

September 28th, 2021 by TopGun Press

Shareholder Confidence Index – Bad News and Good News

The Bad news… The number of investors worldwide planning to be net buyers in 4Q decreased from 83% to 67% in September. The effect of a 20% decrease in buying momentum was bound to result in some attrition to value and a slower ongoing growth rate.

The good news….67% remain bullish, intending to increase 4Q exposure.

The Brendan Wood Index polls the buying intentions of 2000 portfolio managers running $50+ trillion worldwide and reports on a weekly basis.

New York, NY, September 28th, 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 = 67% (67% last week) (83% August 3rd 2021) (66% September 2020) (95% April 2020)
No = 33% (33% last week) (17% August 3rd 2021) (34% September 2020) (5% April 2020)

Planned Sector Gainers and Losers

Purple Color = Change in Ownership Commitment Level Week over Week
*Based on investor demand for stocks in sector

Picture7

What Will Influence Investors’ Exposure to Equities?

  • Proposed US Corporate Income Tax Increase (to 28%)
    Greatly Increase = 0% (0% last week)
    Increase = 14% (14% last week)
    Neutral = 59% (59% last week)
    Decrease = 25% (26% last week)
    Greatly Decrease = 2% (1% last week) 
  • Proposed US Personal Capital Gains Tax Increase (to 39.5%)
    Greatly Increase = 0% (0% last week)
    Increase = 11% (12% last week)
    Neutral = 73% (73% last week)
    Decrease = 15% (14% last week)
    Greatly Decrease = 1% (1% last week) 
  • Proposed Major US Government Spending Increase
    Greatly Increase = 2% (3% last week)
    Increase = 40% (38% last week)
    Neutral = 48% (50% last week)
    Decrease = 9% (8% last week)
    Greatly Decrease = 1% (1% last week) 
  • Increased US Trade Imbalance vs China
    Greatly Increase = 2% (1% last week)
    Increase = 14% (14% last week)
    Neutral = 71% (71% last week)
    Decrease = 12% (13% last week)
    Greatly Decrease = 1% (1% last week) 
  • Increased/Prolonged Inflation
    Greatly Increase = 6% (6% last week)
    Increase = 41% (40% last week)
    Neutral = 33% (33% last week)
    Decrease = 20% (21% 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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