sentix ASR Essentials 15-2015


High optimism on near-term outlook for Equities

The latest sentix survey points to highly elevated levels of optimism among survey participants in terms of the near-term outlook for Equity markets. Sentiment readings for the DAX, EuroSTOXX, Nikkei and chinese equities have now reached twelve month highs. A lot of optimism is built into markets at current levels (see Chart 5, page 3). At the same time, the survey also provides a unique insight into investors’ views on European sectors versus the market. It suggests that investors have become less optimistic on cyclical sectors such as Autos and Industrial Goods & Services, but that the tide of optimism on Construction and Chemicals continues to rise (Chart 2, page 2). At the other end of the sentiment spectrum, pessimism still dominates on Utilities and Energy, albeit readings for Energy are up from recent lows, in line with a less pessimistic view on Crude Oil.

Click here for the full report

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information