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US Equities: What To Select For The President Elect

by Pratik Bhanuse,    Max Malakhveitchouk, Research Analyst    Guy Russell, Associate Vice President  

Favor Health Care and Utilities for defensive positioning amid economic slowdown and volatility as the presidential election approaches. A Republican Sweep favors Real Estate and Materials, while the second most likely outcome, Democrat gridlock, favors Health Care, and Information Technology.

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BCA Research | US Political Strategy

This strategy is unlike any other financial market research on US politics and policy because we use the geopolitical method, not Beltway conventional wisdom, to analyze risks and opportunities for major equity sectors.  

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