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16 handpicked stocks

Government Shutdown: Which Stocks May Stay Strong?

The record-breaking U.S. government shutdown highlights the economic risks of political gridlock. This theme focuses on companies with business models that are insulated from government spending and political instability.

Author avatar

Han Tan | Market Analyst

Published on November 4

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'Navigating Political Gridlock' basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to imply greater stability and lower risk, often tracking broad-market performance.
  • Suitable as a core holding within diversified portfolios, not a speculative high-growth allocation.
  • Likely to deliver steady, long-term value rather than rapid, short-term gains.
Total Market Cap
  • RSG: $63.55B

  • PGR: $119.45B

  • ED: $34.85B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The record-breaking U.S. government shutdown highlights how political gridlock creates economic uncertainty. We've identified companies with business models that operate independently of federal spending, focusing on essential services and globally diversified revenue streams that remain stable during political turmoil.

2

What You Need to Know

These stocks represent defensive positions in sectors like utilities, insurance, waste management, and building materials. They're designed to maintain performance when government instability affects market sentiment, offering potential portfolio protection during political stalemates.

3

Why These Stocks

Each company was handpicked by professional analysts for its resilience to government shutdowns. They operate in non-cyclical sectors or serve essential needs that persist regardless of political events, making them potentially valuable during periods of federal funding uncertainty.

Why You'll Want to Watch These Stocks

🛡️

Shutdown-Proof Business Models

These companies provide essential services that continue operating regardless of government funding disputes. Their revenue streams remain stable when political gridlock disrupts federal operations.

🌍

Global Diversification Advantage

Many of these businesses operate internationally or serve private sector clients, reducing their dependence on U.S. government spending and providing natural protection against domestic political risks.

Essential Services Premium

From utilities to waste management to insurance, these companies provide services that society simply cannot do without, creating consistent demand even during the most challenging political environments.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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