SNTI and SNTZ data delayed

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Dear data client,
due to a technical problem, the data for the sentix Styles indices (part of 'preference and behavior data package') cannot provided in time. We are working on the issue and hope to have the data ready for download by Monday night. Please notice, that the data you receive on Bloomberg are not the final numbers and will be revised by the upcoming update. We will inform you by mail as soon as the delayed data is available to you.

Data codes affected by this issue are starting with SNTIxxxx and SNTZxxxx.

All other data items are available and correct.

We apologize any inconvenience for you and thank for your understanding.

Kind regards,

Your sentix database team

sentix ASR Essentials 42-2016

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EM optimism chimes with constructive views on Commodities

The latest sentix survey points to an increasingly negative strategic bias on Eurozone bonds among those investors surveyed, set against a notably positive medium-term bias on equities, whether developed or emerging market. On the latter front, continued optimism on emerging market equities as an asset class chimes with a revival in sentiment towards commodities, underlining once again that sentiment on both asset classes remains closely linked. In the case of commodities, sentiment is not being undermined by investors’ optimism on the near-term outlook for the US dollar versus Yen and the euro (Charts 2-4, p2).

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Question of adjustment

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Investors’ opinion on the euro currency has fallen to the lowest level since “Brexit”. Despite that comparable pessimistic sentiment readings point towards an immediate reversal, current portfolio setups do not fully support investors’ sentiment, yet. Hence, in the next weeks, the euro should continue to show relative weakness.

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sentix Investmentmeinung 41-2016

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Märkte auf dem Sprung – Neutralität als Katalysator

Die Spannung an den Aktienmärkten ist förmlich greifbar. Die täglichen Schwankungen gehen immer mehr zurück. Im Gegenzug steigt die Zahl der neutral gestimmten Investoren kontinuierlich. Diese hohe Neutralität deutet auf eine bevorstehende, dynamische Marktbewegung hin. Ein solches Neutralitätssignal ist jedoch per Definition richtungslos. Gibt es Hinweise, auf die wahrscheinliche Ausbruchsrichtung?

Geänderte Einschätzungen: Keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 41-2016

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Pessimism persists on Defensives versus Cyclical sectors

The latest sentix survey indicates that investors are continuing to warm to cyclical and resource-plays at a European sector level, but have become cooler on the more defensive sectors over the past month. Thus survey readings on Energy and Basic Resources versus the market are pulling further away from H1 lows, while on the other side of the sentiment divide, readings on Healthcare and Food & Beverages are as weak as they have been in over fifteen months. The sentiment tilt remains very much skewed towards cyclical sectors versus defensives. Echoes of this are evident at an asset level, with near-term pessimism on Eurozone bonds reaching relatively extended levels in a historic context, albeit survey respondents’ mediumterm strategic bias on bunds remains firmly negative. See pages 2 and 4 for charts.

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