If Donald Trump wins next week's election and returns to the Oval Office in January, it will have direct consequences for U.S. business and the economy—and by extension for individual Americans' stock portfolio. This means it's a good time for investors to assess their holdings and to consider what sectors might thrive or suffer under a second Trump administration.
Some plays seem obvious. Trump has traditionally been viewed as positive for banks and fossil fuel companies, but a scourge for sectors like renewables. Several analysts told Fortune, however, that the story might not be quite that simple. From tariffs to tax policy, other potential impacts of a second Trump administration also loom large.
