sentix ASR Essentials 20-2014

Written by Manfred Hübner | 18 May 2014
Posted in sentix Weekly

Caution fails to curb commodity-related Sector revival

The latest sentix survey indicates that investors remain highly upbeat on the medium-term outlook for Eurozone bonds and pessimistic on the EuroSTOXX. Indeed, this caution is finding echoes in their equity sector views. Additional monthly survey questions revealed improving sentiment towards defensive sectors such as Healthcare and Food & Beverages, set against deteriorating sentiment towards Financials and cyclicals such as Autos, Construction and Industrials (see Chart 2, page 2). However, while sentiment has tilted onto a more defensive bias, it appears that not all cyclical sectors are the same in sentiment terms. As yet, the revival in sentiment towards sectors such as Energy and Basic Resources, which had been prey to deep pessimism in early-2014, remains on track. Heightened caution

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Neuer Kompendiumsbeitrag: sentix Investmentthema Index

Written by Manfred Hübner | 16 May 2014
Posted in Database news

There are no translations available.

Wir haben den Kompendiumsbeitrag zum sentix Investmentthema Index überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Verräterische Sprache

Written by Manfred Hübner | 15 May 2014
Posted in Woolly thoughts (blog)

There are no translations available.

In diesem Tagen reibt man sich als Beobachter der Kapitalmärkte immer öfter verwundert die Augen. Kommentare der Medien und der Offiziellen tragen zunehmend seltsame Botschaften, die interessanter Wiese aber kaum jemand zu stören scheinen. Der Mainstream / Zeitgeist befindet sich auf einem gefährlichen Weg!

Emerging-markets bonds back in demand

Written by Sebastian Wanke | 13 May 2014
Posted in Special research

In May, sentix Emerging Markets Bonds Sentiment rises for the third time in a row while institutional investors rediscover the asset class for themselves. This should have a continued positive impact on the prices of emerging-markets bonds for still some time.

Expectations fall across the board

Written by Sebastian Wanke | 05 May 2014
Posted in sentix Economic News

Last month we pointed to the fact that the German economy had lost steam and had probably seen its best times in the current upswing already. Now, it looks as if the economy of the euro zone will suffer the same fate: While assessments of the current situation continue their way up, investors' 6-month expectations are down markedly in May. They fall for the third time in a row. This usually hints at a trend reversal. For Germany, the observations are quite similar: Here, too, the composite index retreats because expectations fall. At the same time the current situation is seen in a better shape than last month. The difference to the euro zone is that for Germany the composite index worsens since February already. For the other countries and regions, the composite indices are also weaker than in April. The developments are especially pronounced for Japan and Eastern Europe.