sentix ASR Essentials 44-2015

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Written by Manfred Hübner | 01 November 2015
Posted in sentix Weekly

Optimism on Equities tempered ... but remains elevated

The latest sentix survey indicates that investor sentiment on equity markets has modestly retreated from recent highs, though optimism on indices in Europe and the wider world remains at relatively elevated levels. This chimes with the recent revival in survey readings focussed on investors’ medium-term strategic bias towards equity markets (see Chart 6, page 3), as well as the investor positioning questions from last week’s survey that revealed over-investment in equities had swung back above longer-term average levels. These latter developments offer some encouragement that the rally in markets is supported by an improved underlying assessment of the medium-term outlook for equities (Charts 3-4).

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