sentix ASR Essentials 10-2017

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Written by Manfred Hübner | 12 March 2017
Posted in sentix Weekly

Extreme pessimism emerges on Energy

The latest sentix survey suggests investors’ views on the medium-term outlook for equities continue to become more negative. At the same time, at a sector level pessimism on more defensive sectors such as Food & Beverage and Healthcare is continuing to lessen. This sentiment upturn has been set against increased caution on Basic Resources and Energy. The change of tack has been especially notable in the case of Energy versus the market, with survey readings dropping to historic lows this month. This chimes with pessimism on Crude Oil that has reached twelvemonth extremes. Energy is deeply unloved in an equity and commodity context. See page 2 for charts.

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sentix Investmentmeinung 09-2017

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Written by Manfred Hübner | 06 March 2017
Posted in sentix Weekly

There are no translations available.

Des Guten zu viel

Obwohl die sentix Konjunkturindizes, die heute veröffentlicht wurden (Details unter http://konjunktur.sentix.de), ein starkes Konjunkturbild zeichneten, wiegt die Last der sonstigen sentix-Daten zunehmend schwer auf den Aktienmärkten. Eine Pause im Aufwärtstrend scheint unausweichlich.

Geänderte Einschätzungen: Aktien Deutschland

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

sentix ASR Essentials 09-2017

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Written by Patrick Hussy | 05 March 2017
Posted in sentix Weekly

Risk level on the rise for US equities

Investors’ confidence in the US equity market suffers. The respective sentix indicator the US market continues its decline. Although investors critically review their stance on equities, stock prices keep rallying. Crash risks are lurking due to this discrepancy.

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sentix Investmentmeinung 08-2017

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Written by Manfred Hübner | 27 February 2017
Posted in sentix Weekly

There are no translations available.

Keine neuen Indikationen

Aus dem sentix-Datenkranz ergeben sich für uns keine neuen Impulse für die Investmentmeinung. Zwar lie-gen unsere aktiven Positionen derzeit alle leicht im Minus, die Voraussetzungen für eine positivere Entwicklung sind aber nach wie vor gegeben. Geduld scheint gefragt.

Geänderte Einschätzungen: Keine

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

sentix ASR Essentials 08-2017

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Written by Patrick Hussy | 26 February 2017
Posted in sentix Weekly

Investors continuing to take a shine to Gold

The recent decline in US real yields, which have dipped into negative territory, has provided support to sentiment towards Gold. This can be seen in the latest sentix survey, with optimism on Gold now running at elevated levels, while readings based on investors’ medium-term strategic bias on Gold continue to head higher. As we noted last week, the medium-term strategic attraction of Gold appears to be shining brightly for investors in a commodity context, which chimes with survey participants’ less negative strategic bias on bunds versus eurozone equities (Charts 2-4, p2).

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