A Democratic sweep is Temple's base case for the outcome of the presidential election on November 3. But he also acknowledges a divided government, or contested election result, is still possible due to a number of factors. For each of the US election scenarios, he is asking investors to think about the policy implications and the risk-reward balance of those policies for individual securities in their portfolios.
However, if Democrats pursue other policies first, such as social justice issues, then the ending secular stagnation theory is out the window, Temple said. "I don't think this is a story where you basically sell your tech stocks and buy fossil fuels, it's actually the opposite, some of the tech stocks would continue to do well, because some of these infrastructure investment programmes might lift their growth rates," Temple said. "So this is likely to be a stock pickers market, in my mind, with an emphasis on quality, and on returns and count on capital in the market now and into the future.
For healthcare, it also creates a mixed bag. There might be challenges for large pharmaceutical companies in terms of price negotiations for products. However, hospitals could also benefit from a Democrat-controlled administration, with more people having access to hospitals and insurance, which would favor the med-tech and medical devices fields, Temple said.
One nation, one plan? Wow...that's seen in communist countries 😳 this isn't funny anymore!
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:
Brasil Últimas Notícias, Brasil Manchetes
Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.
Inside Bombardier's new $9.9 million private jet: Learjet 75 Liberty - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. wow Yeeee beautifully No thx, I’ll always fly commercial biz class! These planes destroy our planet!
Fonte: BusinessInsider - 🏆 729. / 51 Consulte Mais informação »
Inside Quibi's $1.75 billion rise and six-month fall - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Forget about Quibi. My website doesn’t spy on you and everything is free to watch. www. Meg Whitman ruined HP, she ruined Aquino, and she didn’t do much at PayPal.
Fonte: BusinessInsider - 🏆 729. / 51 Consulte Mais informação »
Billion Dollar Loser book: Inside WeWork CEO Adam Neumann's Summer Camp - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. WeWork Tommy Wiseau?
Fonte: BusinessInsider - 🏆 729. / 51 Consulte Mais informação »
An Inside Look At This CEO’s Refreshing Way Of Doing Business In The Beverage IndustryFor Certified Holistic Educator, Raw Food Chef, Plant-Based Nutritionist, and Founder of organic juice brand Garden of Flavor Lisa Reed, it’s all about the juice.
Fonte: Forbes - 🏆 394. / 53 Consulte Mais informação »
Stock market performs better when incumbent president wins reelection: LPL - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. ☑For responsive business website Except when that incumbent is a liar and con artist. Studies show the economy will do better under president Biden Now do GWB -- Obama
Fonte: BusinessInsider - 🏆 729. / 51 Consulte Mais informação »
A look at stock market history around elections and whether politics really matterEd Clissold, Chief U.S. Strategist for Ned Davis Research, breaks down the history of election's impact on markets. the last 2 times we changed president, the markets moved more than 20% the remainder of the year. (down for Obama, and up for Trump) Here's a graph showing an instantaneous market reaction to an election: Ok now compare to the last time trillions in central bank money has been unleashed leading into an election.....and mix in a pandemic, and mass unemployment just for fun. 'But this time is different'
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »