sentix ASR Essentials 40-2014


Pessimism a little less marked on Equities

The latest sentix survey indicates that pessimism towards equities has begun to ease, both in terms of participants' views on the near-term and their medium-term, more strategic opinion on markets. A less pessimistic attitude can also be seen in investor positioning, with the level of over-investment in equities among survey respondents having moved back to longer-term average levels (Chart 3, page 2). While bonds have been the near-term sentiment losers from this change of investor tack, survey participants' over-investment in European bonds is still above long-term average levels (Chart 10a, page 4). It is still early days with regards to the swing in sentiment back from bonds towards equities.

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