sentix Survey Essentials (English)

File: sentix Survey results (34-2023)

File Size:
1 MB

Negative sentiment supports

Sentiment for equities remains poor. Even though sentiment has improved somewhat, short-term skepticism dominates. This is particularly pronounced for China equities. This gives rise to short-term opportunities for a recovery. Bonds are suffering from the high attractiveness of short maturities. Memories of 2006-2008 are awakening. In gold and EUR-USD, there are interesting divergences between strategic bias and investor behavior.

Further results

  • Bonds: Short maturities are irresistible
  • Gold: Positioning helps
  • sentix investor positioning in equities and bonds

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