Bond investors forced into ultra-long maturities

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As yields approach the zero line for 10-year bunds investors are looking for ever longer maturities. This is the bottom-line from last weekend’s sentix survey on investors’ duration preferences. Their bias for German government bonds with a maturity of more than ten years is currently as strong as never before.

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A hangover after the party – sentiment collapses

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Sentiment for German equities has cooled down dramatically after the party the week before. Such a negative impulse is often followed by falling prices. But there is important reasons why a correction should not occur this time.

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Utilities – a contrarian opportunity

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sentix Sector Sentiment for European utilities stocks falls further and now stands close to its all-time low. At the same time the sector’s performance stabilises. As a result, a contrarian opportunity arises.

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Growth stocks getting popular

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According to the latest sentix data, investors’ preferences for growth stocks climb to a 26-month high. This reflects investors’ increasing risk appetite. Market participants obviously have left their quest for safety behind – a stance which was extremely pronounced during last fall.

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“Overconfidence Index” signals danger for German stocks from the back

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The sentix data display a rare peculiarity this week: the sentix Overconfidence Index for German technology stocks has climbed to a record high. It now signals an extreme trend perception among investors which may lead to complacency and overconfidence. In the past, such high readings were pointing to problems lying ahead.

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