3 election-proof trades to boost your portfolio regardless of a Harris or Trump win

businessinsider.com08-04

While Trump and Harris might disagree on many topics, there's still some common ground.DWS Group identified three areas of the economy that should perform well no matter who's in office.The firm is ...

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These areas of the market are closely tied to the development of AI. Electricity demand is expected to spike in coming years to support the energy-intensive workloads of the data centers that are powering AI. With much of the existing US power grid built in the 1960s and 70s, the existing network is approaching the end of its useful life, and renovations will be needed to continue developing AI technology.\"Both presidential candidates and Congress know that policies need to support this,\" Bianco said.He believes that bipartisan agreement in the ","collect":0,"end_time":0,"defaultTopTitle":"businessinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"FDN":"First Trust Dow Jones Internet I","IXUS":"iShares Core MSCI Total Internat","IWN":"罗素2000价值股指数ETF-iShares","SRTY":"罗素2000指数三倍做空ETF-ProShares","IWO":"罗素2000成长股指数ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","TWM":"罗素2000指数两倍做空ETF","BK4535":"淡马锡持仓","VPU":"Vanguard Utilities ETF","BK4550":"红杉资本持仓","BK4588":"碎股","XLK":"高科技指数ETF-SPDR","RWM":"罗素2000指数反向ETF","BK4581":"高盛持仓","IWM":"罗素2000指数ETF","UWM":"罗素2000指数ETF两倍做多","TZA":"罗素2000指数三倍做空ETF"},"translate_title":"无论哈里斯或特朗普获胜，3项防选举交易都可以增强您的投资组合","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLK":1,"VPU":1,"IXUS":1,"FDN":0.9,"IWM":0.9,"IWN":0.6,"UWM":0.6,"TZA":0.6,"TWM":0.6,"SRTY":0.6,"RWM":0.6,"IWO":0.6,"MRTYmain":0.6,"MNQmain":0.6},"content_text":"While Trump and Harris might disagree on many topics, there's still some common ground.DWS Group identified three areas of the economy that should perform well no matter who's in office.The firm is bullish on Big Tech, infrastructure, and the US dollar going forward.There's a lot of chatter in the markets about how the next president will impact the economy. Trump is generally seen as the more business-friendly candidate who'll lower tax rates, while Harris is shaping up to be an advocate for increased regulation of Big Pharma and banks.Amid the backdrop of the US' polarized political environment, it might seem like the differences between Harris and Trump are night and day. But believe it or not, the two candidates do agree on some things. DWS Group identified the following three areas of the market that'll perform well under a Trump or Harris presidency.Big Tech and AI aren't going anywhere this November, according to DWS Americas Chief Investment Officer David Bianco. In his view, the success of mega-cap tech depends on how well these companies are able to build out and develop AI use cases.\"That's really about AI delivering upon its promise,\" Bianco said. \"I don't think that's really going to be that influenced by the election.\"Amanda Rebello, head of Xtrackers ETF sales at DWS, agreed: \"Tech and AI seem to be quite unanimous, regardless of what the outcome is going to be.\" Rebello is optimistic that the Big Tech momentum will continue.While the technology sector typically performs better in a lower-interest-rate environment, which is more likely under a Harris presidency, DWS is confident that Big Tech will perform regardless of the election outcome. Both Democrats and Republicans are highly vested in its success, as seen by legislation supporting the development of the domestic semiconductor industry.\n                                Related stories\n                              Frank Kelly, senior political strategist at DWS, believes that the Big Tech-friendly policies Biden spearheaded, such as the CHIPS Act, are here to stay. \"The CHIPS Act in particular was bipartisan,\" Kelly said.With continued government support across the aisle and hefty AI capital expenditures, DWS believes the Big Tech and AI investment theme is a durable one this election season.Another election-proof pair trade is utilities and industrials. These areas of the market are closely tied to the development of AI. Electricity demand is expected to spike in coming years to support the energy-intensive workloads of the data centers that are powering AI. With much of the existing US power grid built in the 1960s and 70s, the existing network is approaching the end of its useful life, and renovations will be needed to continue developing AI technology.\"Both presidential candidates and Congress know that policies need to support this,\" Bianco said.He believes that bipartisan agreement in the energy markets is quite likely, as it's in the best interest of both parties to cooperate and come to a solution on electricity prices. In Bianco's view, runaway electricity prices can contribute to rising inflation, a situation that no politician wants.\"That's how people lose office,\" said Bianco.Regardless of AI, the nation's infrastructure is long overdue for an upgrade in general as bridges and roads age, making this area an overall appealing area of investment.Lastly, expect a strong US dollar regardless of who wins the election, according to DWS. A stronger dollar means that the US has more buying power relative to other currencies such as the British pound and Japanese yen, making foreign imports cheaper.Although Trump has been critical of a strong US dollar — saying that it makes US exports less competitive on the global market — the dollar would likely rise under his policies. If Trump wins, tax cuts will provide a boost to corporate America and increase consumer spending. This fiscal stimulus should result in decreased market volatility, in Rebello's opinion. Increased deficits as a result of tax cuts could lead to higher interest rates, which will in turn push up the dollar's value.If Harris wins, the dollar will strengthen for different reasons. More diplomatic foreign policy and trade relations will ease geopolitical tensions, increasing trust in the US dollar as the world's reserve currency. A strong economic backdrop will ensure that the dollar remains a safe haven currency for international investors. For US investors, more purchasing power means that international stocks will be a bargain investment.Funds such as the Technology Select Sector SPDR ETF (XLK), the Vanguard Utilities ETF (VPU), the iShares Core MSCI Total International Stock ETF (IXUS), and the iShares Russell 2000 ETF (IWM) offer exposure to the above election-proof trades.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2456735069"}