Presidential Candidates, And The Sectors Affected By Them

Here is a summary of what each candidate is proposing.

Clinton wants to impose a tax increase on the highest earnings and will use the incremental taxes to finance initiatives in education and healthcare and other key priorities. The problem is she may not have the necessary support from a divided Congress.

Trump has made tax cuts a "centerpiece" of his economic plan, but this "carries a much greater cost and the debt financing implications are unclear."

Related Link: Trump: "The Shackles Are Off"

On the other hand, both Clinton and Trump have proposed infrastructure spending plans that are "quite large" from a historical perspective. So far, both candidates have left "crucial questions unanswered."

Hypothetical Specifics

Given a similar stance, the analysts top picks for investors in the infrastructure space include:

• Industrials: Eaton Corporation, PLC Ordinary Shares ETN and Pentair plc. Ordinary Share PNR
• Machinery: United Rentals, Inc. URI and Terex Corporation TEX.
• Utilities, if Clinton wins: Sunrun Inc RUN and NextEra Energy Inc NEE given her focus on faster renewables growth and a larger grid spend.
• Utilities, if Trump wins: NRG Energy Inc NRG as the company will be a beneficiary from less rigorous regulation and slower renewables growth.

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