sentix-Analyse Januar 2015 im DAF

Written by Manfred Hübner | 06 January 2015
Posted in sentix Intern

There are no translations available.

Heute war sentix-Geschäftsführer Manfred Hübner zu Gast im Deutschen Anlegerfernsehen. Im Gespräch mit Viola Grebe erläuterte er u.a. die neuesten Ergebnisse des sentix Konjunkturindex und die aktuelle Stimmungslage.

HIer geht es zum Video

Germany starts with strong tailwinds into the new year

Written by Sebastian Wanke | 05 January 2015
Posted in sentix Economic News

In January, the most outstanding development in the survey of the sentix Economic Index is the, once more, strongly improved perception of the German economy. The composite index for Germany rises by 7.0 to 26.6 points and now stands at about the same level as last summer. Low oil prices and a weak euro continue to have an effect. In addition, the export champion benefits from better assessments of the world economy which are, among other things, driven by developments of the US and the Asia ex Japan indices.
In contrast, investors judge – against the background of falling oil prices – the economic situations in Eastern Eu-rope and Latin America ever worse. But interestingly, 6-month expectations for these regions are on the rise. All in all, investors are rather optimistic regarding economic dynamics in 2015.

sentix ASR Essentials 01-2015

Written by Manfred Hübner | 04 January 2015
Posted in sentix Weekly

Caution evident on medium-term outlook for Eurozone Bonds

The latest sentix survey suggests that investors are entering the New Year with some familiar convictions on the medium-term outlook for markets. On the one hand, while investors are relatively neutral on the near-term outlook for Equities, they are becoming increasingly upbeat on indices from a medium-term, more strategic perspective (see Page 3). On the other, it appears that a growing belief in a brighter economic outlook for Germany and the Eurozone is tempering their enthusiasm for Bonds. The first survey of 2015 included responses on the macro outlook. These revealed that participants viewed economics as continuing to become less bond-bullish on a six month view (see Chart 3, page 2). While bond yields remain on a downward path, it appears that improving macro views are tempering investors' enthusiasm for Eurozone bonds in the medium-term.

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Greece faces an Euro exit in 2015

Written by Manfred Hübner | 30 December 2014
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index (EBI) climbed in December to its highest reading since August 2013. The actual level of 19.9 percent means that about one fifth of all investors expects at least one country to leave the Euro zone in 2015. At it is Greece that investors have in mind for such a "break-up".

Ergebnisse des sentix Global Investor Survey (KW 52-2014)

Written by Patrick Hussy | 28 December 2014
Posted in sentix Weekly

There are no translations available.

Christmas-Edition

Neue 52-Wochenhochs im Strategischen Bias zeigen eine enorme Zuversicht für den Aktienmarkt an. Beide Anlegergruppen hegen zunehmend Kaufabsichten und setzen diese auch um (siehe Seite 4).

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

Aufgrund der Weihnachtsfeiertage entfällt in dieser Woche die Investmentmeinung. Wir bitten um Verständnis.