Written by Patrick Hussy | 28 August 2016
Posted in sentix Weekly

Investors remain constructive on equities

The latest sentix survey underlines that while respondents have become modestly pessimistic on the near-term outlook for equities, they remain positive on equities from a medium-term strategic perspective. This chimes with the monthly positioning data, which indicate that investors have moved to a modestly above average level of over-investment in European equities. On the emerging market equities front, investors also remain highly positive on China in terms of their medium-term strategic bias. It would appear that increased expectations of a US Fed rate-hike have done little to damage investors’ constructive view on equities medium-term outlook. See charts 3-4, p2).

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