sentix Survey results (33-2018)

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Careless with US stocks

Although the past week was anything but news poor, this changed neither investor sentiment nor investors' basic convictions about equities. Instead, this form of stability is surprising, but in our opinion, it rather points to a certain form of ignorance. Above all, US stocks are regarded too calmly. US bonds, on the other hand, offer opportunities. The EM crisis is not over yet, at least not for the shares.

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