sentix ASR Essentials 36-2017


Media sentiment hits historic lows

The latest sentix survey provides an insight into investors’ opinion on European sectors as markets move into the final month of Q3. At a market level, investors’ medium-term strategic bias on equities remains on an increasingly positive path, while recent pessimism on the near-term outlook has also subsided. A renewed ‘risk on’ attitude is also evident in survey participants’ sector preferences. The past month has seen revived optimism on cyclical sectors such as Basic Resources, Chemicals and Industrials, alongside a notable turnaround in sentiment on Autos, with readings bouncing off last month’s historic lows. The big losers in the past month have been Insurance and Media. Media is especially unloved, with pessimism reaching levels not previously seen in the past 10Y. See pages 2 and 3 for charts.

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