sentix ASR Essentials 26-2014


Investors are polls apart on Equities compared to Bonds

The latest sentix survey points to a widening gap between investor opinion on equities and bonds. In the case of sentiment towards the near-term prospects for both assets, survey readings are running at relatively neutral levels. However, a gap is emerging in terms of medium-term expectations, which tend to not only be driven by price and emotions, but also by valuation. While survey respondents are becoming more upbeat about the six month outlook for global equity indices (see Charts 2 and 6), sentiment towards bonds is weakening (Chart 3). Even as Bund futures test two year highs, investor caution is growing towards their prospects in the medium-term.

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