Investors show emotions

Written by Manfred Hübner | 04 July 2017
Posted in Special research

After investors have shown comparatively unemotional results in recent months, this has changed in the recent sentix investor survey. Sentiment on German equities has suffered a dignified downturn and has fallen to its lowest level since February 2016. The uncertainty about whether and how a return of the expansive monetary policy is going to have been the trigger. However, this scepticism is rather favourable for the stock market perspectives.

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High appetite for risk in equity markets

Written by Manfred Hübner | 19 June 2017
Posted in Special research

Investors continue to show a relatively high appetite for risk in equities. This statement means less absolute positioning levels in stocks, but the structure and pattern of action. Above all, equities of small companies are still favoured by investors, and price gains are increasingly being used as an investment objective. In addition, investors are acting increasingly pro-cyclical.

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Trump, geopolitics and Brexit

Written by Manfred Hübner | 12 June 2017
Posted in Special research

In the last few days, political news on both sides of the Atlantic has dominated the day. However, only a part of the investors was concerned. Thus, the attitude to Brexit hardly changed, still the investors see a moderate burden on the stock market perspectives. Macron's election victory, on the other hand, was priced in and investors said they did not want to react to it. The excitement, however, is Trump, which is becoming more and more a problem for the markets.

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Bitcoins: Institutionals get doubts

Written by Manfred Hübner | 22 May 2017
Posted in Special research

Since 2013, sentix has regularly measured the expectations of investors towards bitcoins. sentix is thus the only supplier of investor expectations worldwide to this new speculative instrument. The data show that since 2014, the interest of the market in bitcoins has increased systematically. But on the current edge there is a change in expectations, which could lead to a price correction in the "crypto currency".

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Trump in the downwind

Written by Manfred Hübner | 15 May 2017
Posted in Special research

According to the French parliamentary elections, which gave the desired result from the investors' point of view, investors now see a neutral impact of political questions on the financial markets. Brexit, geopolitics and the US president, however, are stress factors. The latter must fight with a noticeable loss of his nimbus.

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