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Kestra 2016 October slideshare
- 2. www.andrewbusch.com Problems and Solutions US & Intl Economic Situation 2016 Presidential Race Future Growth
- 11. www.andrewbusch.com Rate Dilemma “There are limits to what monetary policy can and, indeed, should, do. The burden must also fall on fiscal and other policies to do their part to help create conditions conducive to economic stability.” SF Fed President John Williams
- 15. www.andrewbusch.com Solutions for growth Free Trade=lower tariffs Reg. Relief=reduced costs Tax reform=capital formation w/incentives Infrastructure=efficiency Energy Production
- 16. www.andrewbusch.com Trump Econ/Tax Plan Cut Corp Tax to 15% Limit Pass Thru 15% 1x 10% Repat Tax Ag TPP and NAFTA Impose tariffs on imported goods Big Drop in Interest Deductibility New $500B infrastructureFull expensing!
- 17. www.andrewbusch.com 100 Day Energy & Reg Plan Save coal industry, Pass Keystone, Lift moratorium for energy on Fed. lands Cancel Paris Climate Agreement Rescind and Reform: Obama executive actions, Climate Action Plan, WOTUS, Obamacare, Dodd-Frank DOL Fiduciary Rule
- 18. www.andrewbusch.com Trump plans help/hurt Help: big tech & big pharma Hurt: debt heavy balance sheets Help: industrials & manufacturers Hurt: free trade Help: energy production Help: Transportation/Engineering Help: banking, IAs
- 19. www.andrewbusch.com The Good and the Bad Source: Tax Foundation
- 20. www.andrewbusch.com CLINTON PLAN Fair share C tax No Free Trade Exit Tax $275B Infrastructure plan Extend/expand Obama regulation programs
- 21. www.andrewbusch.com Big Change to Cap Gains
- 22. www.andrewbusch.com Fin Reg & Energy Plan 500mln solar panels by 2021 Implement Clean Power Plan & Paris Agreements $60B Clean energy challenge Risk fee on the largest financial institutions No hedge fund investing Hold senior bankers accountable for losses No financial firm is ever too big or too risky HFT tax, close carried interest
- 23. www.andrewbusch.com Clinton plans help/hurt Hurt: MNCs competitiveness Hurt: raises taxes on top earners/ capital formation Help: transportation/enginering Help: energy/alternatives Hurt: energy/hydrocarbon production Hurt: banking, IAs
- 24. www.andrewbusch.com Good, Bad and Complicated Source: Tax Foundation
- 26. www.andrewbusch.com 2016 Recap Clinton: biz tax hikes build on regs cap gains tax no free trade big alternatives big infra create pathway implement DOL FR Trump: biz tax cuts reduce regs full expensing no free trade big hydro carbon big infra build a wall end DOL FR
- 27. www.andrewbusch.com What is the hope? Trump is a “businessman” Clinton is a “compromiser”
- 31. www.andrewbusch.com Major Investing Issues Inside/outside competition Rising costs due to regulations Slow growth & low rates
- 33. www.andrewbusch.com Future Growth Solutions AI, Big Data, Analytics Fintech: disruptive vs. collaborative Millenials: visual, social, digital
- 36. www.andrewbusch.com Fintech Block Chain isn’t just for Bitcoin Robo advisors: Betterment & Wealthfront Real estate crowdfunding: Peer Street, Real Crow, Realty Mogul
- 37. www.andrewbusch.com Big challenge, big opportunity Digital natives, distrust of big, community focused Giving HOPE