Stocks rise unexpectedly as analysts suggest election-related investment strategies

Stocks have risen unexpectedly this fall, with the S&P 500 climbing about 8% since early September, contrary to typical autumn trends. This increase has surprised many investors, as September is usually a poor month for equities. Analyst David Keller highlighted potential stock performance based on the upcoming presidential election. A Trump victory could benefit defense, oil, and pharmaceutical sectors, while a Harris win might favor renewable energy and electric vehicles. For investors seeking stability, Keller recommended homebuilders, tech stocks focused on AI and semiconductors, and utilities. These sectors may remain resilient regardless of the election outcome.