ZfU Kapitalanlegertagung 2018

ZfU Kapitalanlegertagung 2018

Behavioral Finance im Fokus

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Market psychology

Market psychology

The power of emotions

The power of emotions affect prices and trends in the markets.

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Euro Break-up Index

Euro Break-up Index

Will the Euro break-up?

What's the risk that the Euro breaks up? Which country is the most exposed? Whats the routes of infection?

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First mover advantage

First mover advantage

Be the earliest bird in town...

Know what more than 4500 investors expecting worldwide - almost in real time.

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Sentiment research

Sentiment research

Professionally and accurately!

Weekly analysis of current market sentiment in German and English - for active participants free of charge!

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Broad spectrum

Broad spectrum

Indicators on stocks, bonds, currencies and commodities

Sentiment on stocks, bonds, currencies and commodities - from institutional and private investors!

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sentix ASR Essentials 31-2017

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Inflation expectations still benefitting bunds

Investor pessimism on Bunds has receded in the past couple of weeks, while survey respondents are also becoming less negative on Bunds from a medium-term strategic perspective, with survey readings much less downbeat than they were at the start of this year (see Chart 9, page 4). Monthly questions on bond ‘themes’, suggest investors view inflation as a much less Eurozone bond-bearish theme than it was coming into 2017. In contrast, economics is still seen as a notably bearish theme for bonds. While inflation expectations appear to be continuing to win out over bond concerns over economics as a theme, it may still leave bunds at risk from any signs that inflation is not as benign as believed. See Page 2 for charts.

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The economy is going through the zenith

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The sentix economic indices are regarded as the "first mover" of the economic early indicators. These indexes have often been the first to show the turning points of economic dynamics. Therefore, the current values of the August survey among more than 1,000 investors make you listen. Around the world, expectations are dropping, led by the US with the fifth consecutive decline! Trump works, but other than desired by him. The German model boy also loses a lot of speed. The scandal surrounding the car industry has the potential to become an economic mood killer.

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Stabilized Eurozone

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During the silly season, political topics are scarce goods in Euroland. In fact, awareness is completely focused on the stabilization of the Euro. This is an indication for investors that the Eurozone solidarity is increasingly stable. In this environment, the Euroland overall index of the sentix Euro break-up index has hardly changed. Its marginal adjustment in July from 8.6% to 8.9% shall not be interpreted turn around or warning signal, but rather is due to its meanwhile low value. This can also be seen in low values of measured exit risks of individual Eurozone countries.

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sentix Investmentmeinung 30-2017

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Der Charme der Diskrepanz

Die Anleger haben Respekt vor der saisonal schwachen Aktienmarkt-Phase, die ab August beginnt. Dementsprechend trägt das Sentiment pessimistische Züge. Trotzdem erkennen die Anleger auch, dass über diese Zeit hinaus gedacht Chancen im jüngsten Kursrückgang europäischer Aktien liegen. Doch die Ängste überwiegen und führen insbesondere bei den Investmentprofis zu einer deutlichen Unterinves-tierung. Diese Diskrepanz versprüht den Charme eines konträren Einstiegs.

Geänderte Einschätzungen: DAX, EuroSTOXX50 sowie Rohöl

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sentix ASR Essentials 30-2017

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Eurozone equity sentiment caught in the grip of euro optimism

The latest sentix survey revealed that participants are still running with below average levels of over-investment in equities, while pessimism on indices such as the EuroSTOXX remains notable. This latter development may, to some extent, represent the sentiment flipside of still high optimism on the near-term outlook for the euro, given the risk that euro strength begins to weigh on the outlook for exporters. Sentiment readings on EUR/USD did tick modestly lower over the week, albeit they remain elevated. Any further moderation in euro optimism over the summer might be the catalyst for renewed sentiment support for eurozone equities. See Charts 2-4, p2.

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