sentix Survey results (16-2018)

Written by Patrick Hussy | 22 April 2018
Posted in sentix Weekly

Equity-Bias at year low

The mood on the stock market can be described as "cautiously optimistic". A central problem remains the weak strategic bias, which in some European markets marks new lows for the year.
Bonds, whose basic conviction is rapidly sinking downwards, are also moving more strongly into focus. This is likely to be linked to crude oil prices, which are fueling new inflation concerns. For many investors, the further crude oil trend is "clear".

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sentix policy barometer: Geopolitics burdened

Written by Manfred Hübner | 19 April 2018
Posted in Special research

sentix policy barometer: Geopolitics burdenedPolitical risks are again rated significantly more negatively by investors. The sentix policy barometer fell by 0.11 points in April to -0.59. This is the lowest value since the start of the survey in April 2017. No wonder, since at the time of the survey the Syrian conflict was on the verge of a dramatic escalation.

Clearance sale

Written by Manfred Hübner | 17 April 2018
Posted in Special research

Retail shares are not really generating any storms of enthusiasm among investors at present. On the contrary: the in-vestor sentiment measured by sentix is in the negative range with more than 1.5 standard deviations. This is the lowest value since 2006, but it offers a contrary opportunity!

sentix Investmentmeinung 15-2018

Written by Manfred Hübner | 16 April 2018
Posted in sentix Weekly

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Panik im Ölmarkt

Der Ölpreis hat erneut ein neues Jahres-Verlaufshoch erreicht. Obwohl die Grundüberzeugung schwach und die Positionierung der Anleger rekordhoch ist, überraschen die Ölnotierungen ein ums andere Mal auf der oberen Seite. Dies belastet unsere Researchportfolio-Performance. Wird es Zeit für den Stopp-Loss?

Geänderte Einschätzungen: DAX, EuroSTOXX, US Bonds

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sentix Survey results (15-2018)

Written by Manfred Hübner | 15 April 2018
Posted in sentix Weekly

Focus on automobiles and oil stocks

The outstanding feature of the current survey remains the weak basic trust of investors in equities. In addition, the calm mood of investors is surprising when viewed in the context of geopolitical tensions. Overall, strategic uncertainty is rising sharply. An interesting data situation has arisen around oil and in the sector sentiment, especially with regard to automobiles and oil stocks.