Looking ahead to the year-end, it can be said that financial policies, presidential elections, and economic trends are important to assess the investment environment for US stocks. Summing up the current expectations for each, "Declining interest rates, favorable outlook for Harris, and concerns about economic slowdownIn this investment environment, which industry is likely to outperform? It is highly likely that the industry that can benefit from all three of the above will emerge.Real Estate Investment Trusts (REITs)That's it.
This time, I focused on REITs and picked out the "Top 5 US REITs".These include high dividend yields and stocks that have performed well with a 17% increase during the sluggish market in the second half of the year, as well as "AI-related stocks" that have benefited from the data center investment boom.It also includes "AI-related stocks" that have performed well with a 17% increase during the sluggish market in the second half of the year, as well as stocks with good stock prices that benefited from the data center investment boom.
Market environment surrounding US stocks.
Low interest rates, Mr. Harris' advantage, concerns about the economy?
1) Interest rate reduction cycle leads to lower interest rates
The interest rate cut is almost certain at the FOMC meeting on September 17-18, with a high probability of a 0.25% reduction at this point. However, Fed watchers have pointed out that a 0.5% reduction is also possible. It is expected that the interest rate cut will continue at the FOMC meetings in November and December. Towards the interest rate cut cycle...

Is it true that the long-term upward trend continues?
You can say it irresponsibly because there is no penalty for being wrong.

Bubbly