We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors, about the investment implications of the upcoming election.
According to State Street research, the economy and profit cycles matter most to markets, and therefore, the best strategy for investors is to stay invested rather than trying to time the market. However, shifts in policies could lead to specific investment opportunities.
Aerospace and defense is one of the few areas that can benefit from bipartisan support, regardless of who wins in November. Investors can also expect a higher fiscal deficit, providing further tailwinds for gold.
Take a look at the SPDR S&P Aerospace & Defense ETF (XAR - Free Report) and the SPDR Gold MiniShares Trust (GLDM - Free Report) .
Vice President Harris supports raising taxes for corporations and high earners, and thus sectors like consumer staples could benefit in the case of a Democratic sweep. On the other hand, Trump favors extending tax cuts, which could support high-tax and consumer-oriented sectors.
Under a Democratic administration, we are likely to see a continuation of clean energy spending and tax credits for electric vehicles. A second Trump term would be positive for energy ETFs like the Energy Select Sector SPDR ETF (XLE - Free Report) .
Increased regulatory scrutiny and antitrust measures could create a more level playing field for smaller tech companies under a Harris presidency. The SPDR NYSE Technology ETF (XNTK - Free Report) and the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE - Free Report) are worth considering.
Banks and digital assets could see relaxed regulatory constraints if Trump returns to the White House. Investors might consider the SPDR S&P® Bank ETF (KBE - Free Report) and the iShares Bitcoin Trust (IBIT - Free Report) .
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Election Strategy: How to Position Your Stock Portfolio
In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors, about the investment implications of the upcoming election.
According to State Street research, the economy and profit cycles matter most to markets, and therefore, the best strategy for investors is to stay invested rather than trying to time the market. However, shifts in policies could lead to specific investment opportunities.
Aerospace and defense is one of the few areas that can benefit from bipartisan support, regardless of who wins in November. Investors can also expect a higher fiscal deficit, providing further tailwinds for gold.
Take a look at the SPDR S&P Aerospace & Defense ETF (XAR - Free Report) and the SPDR Gold MiniShares Trust (GLDM - Free Report) .
Vice President Harris supports raising taxes for corporations and high earners, and thus sectors like consumer staples could benefit in the case of a Democratic sweep. On the other hand, Trump favors extending tax cuts, which could support high-tax and consumer-oriented sectors.
Under a Democratic administration, we are likely to see a continuation of clean energy spending and tax credits for electric vehicles. A second Trump term would be positive for energy ETFs like the Energy Select Sector SPDR ETF (XLE - Free Report) .
Increased regulatory scrutiny and antitrust measures could create a more level playing field for smaller tech companies under a Harris presidency. The SPDR NYSE Technology ETF (XNTK - Free Report) and the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE - Free Report) are worth considering.
Banks and digital assets could see relaxed regulatory constraints if Trump returns to the White House. Investors might consider the SPDR S&P® Bank ETF (KBE - Free Report) and the iShares Bitcoin Trust (IBIT - Free Report) .
Tune in to the podcast to learn more.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.