sentix ASR Essentials 32-2016

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Written by Manfred Hübner | 14 August 2016
Posted in sentix Weekly

Investors appear to be less on the (sector) defensive

The latest sentix survey provides a view of investors’ current convictions on European sectors versus the market. In terms of broad investment themes, survey participants’ have become less pessimistic on financial sectors such as Insurance and Banks versus the market and more upbeat on cyclical sectors such as Chemicals, Construction and Industrials. At the same time, defensives such as Healthcare, Telecom and Food & Beverage appear to be losing some of their allure in a relative context, with sentiment readings edging lower over the month. Investors are beginning to move onto a less defensive footing in terms of their European sector preferences. See page 2 for charts.

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