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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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sentix ASR Essentials 02-2018

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Bond-sensitive sectors on the back-foot

Deep pessimism on bonds appears to be casting a long shadow across investors’ European sector preferences, with the latest sentix survey pointing to increased pessimism on bond sensitive sectors such as Utilities (which remains survey participants’ least-loved sector) and Telecoms versus the market. This is consistent with the notable relationship between investors’ medium-term strategic bias on bunds and their sentiment towards Telecoms (chart 2, page 2). While pessimism on Bunds is not extreme, sentiment readings have fallen towards the low-end of their historic range. Any bounce in eurozone bonds in the coming weeks may lend some near-term sentiment support to hard-pressed bond-sensitive sectors. See pages 2 and 3 for charts.

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sentix Investmentmeinung 01-2018

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There are no translations available.

Wie riskant sind US-Aktien?

Das Research-Portfolio hatte keinen guten Jahresausklang. Die von uns favorisierten Marktbewegungen sind überwiegend nicht so eingetreten wie erwartet, obwohl zum Teil sehr starke Signale vorlagen. Die-sem Umstand müssen wir Rechnung tragen und Position für Position betrachten: wo ist ein Comeback zu erwarten und wo müssen wir die Fehlprognose durch einen Stopp-Loss beenden?

Geänderte Einschätzungen: EuroSTOXX 50, EUR-JPY, Gold

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

Danger of overheating

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In January 2018, there was no sign of a loss of momentum in the sentix economic indices, which we were able to detect in the beginning of December. On the contrary: all regions of the world show a stable, positive and moderately improved economic picture. The US economic expectations, which are stimulated by the tax reform, have improved particularly significantly. In the eurozone, too, progress is continuing. And even latecomers such as Eastern Europe and Latin America continue to improve. The upswing is thus broad and synchronous. The likelihood of overheating is increasing.

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sentix ASR Essentials 01-2018

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Rising tide of equity optimism reaches highly elevated levels

The new year has started on the front foot for developed and emerging market equities, helped by still upbeat macro data and declining uncertainty on the near- term outlook for markets (see chart 7, page 3). In the case of global equities, the dominant near-term theme is now elevated optimism, with sentiment readings on indices in the US, Asia and the eurozone reaching the high-end of their historic range in the first week of 2018. The current highly elevated degree of optimism may be a near-term risk for equities as markets move into Q1. See Page 2 for charts.

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sentix ASR Essentials 52-2017

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Silvester Edition

We wish all our survey participants a prosperous new year 2018!

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