Zehn Ideen für 2020

Zehn Ideen für 2020

Der Klassiker!

Der sentix Jahresausblick. Bestellen Sie jetzt!

More...
Market psychology

Market psychology

The power of emotions

The power of emotions affect prices and trends in the markets.

More...
Euro Break-up Index

Euro Break-up Index

Will the Euro break-up?

What's the risk that the Euro breaks up? Which country is the most exposed? Whats the routes of infection?

More...
sentix Community

sentix Community

Take part in our surveys!

Join the sentix Global Investor Survey and improve your trading results!

More...
First mover advantage

First mover advantage

Be the earliest bird in town...

Know what more than 5,000 investors expecting worldwide - almost in real time.

More...
Sentiment research

Sentiment research

Professionally and accurately!

Weekly analysis of current market sentiment in German and English - for active participants free of charge!

More...

No worries before the elections in Italy

Print

The situation in the euro zone, measured by the sentix Euro Break-up Index, remains relaxed at the start of 2020. In contrast, the eagerly awaited regional elections in Italy left investors cold. Both the overall index and the sub-index for Italy fell slightly in the run-up to the elections.

Read more...

sentix Survey results (04-2020)

Print

Consolidation underway

Has the overdue correction in the US equity market ended before it has really started? Because the mood has already neutralized again and at the same time the basic confidence is asserting itself surprisingly clearly. Nevertheless, we expect the consolidation trend that has begun to continue, not least because we can measure both a sentiment and a volatility divergence. This is often just as much a harbinger of a weak phase as a sentiment divergence.

Further topics:
  • Bonds: Sentiment improved, positioning increased
  • Precious metals: Hardly any air left
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

From strategist to strategist: share buybacks under the microscope

Print

In a podcast of the series "Strategist & Strategist" (1), which is well worth listening to, colleagues from Flossbach von Storch (FvS) analyse the effects of share buybacks by companies on share prices. The starting point for their reflections was the assertion of many market participants that share prices can be manipulated by buybacks and that these can also be used fraudulently. We also have our thoughts on this topic! We have already presented them many times in our annual outlooks and will supplement them here once again in greater depth.

Read more...

sentix Survey results (03-2020)

Print

Consolidation ante portas

In the previous week we emphasized the increased risks in the US equity market. In the course of the week this did not change. The overbought situation has now reached almost 30% of all shares in the S&P 500. This is a historically high level and was only outbid at the beginning of 2018. By contrast, the mood has cooled down. Is this positive and is there a negative sentiment divergence? This is what we are investigating in this sentix sentiment analysis.

Further topics:

  • FX: Further per EUR-USD
  • Precious metals: mood ok, positioning strained
  • sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)

Investors love technology stocks (even more)

Print

In November 2019 we last highlighted European technology stocks. Investor sentiment for this sector was already dazzling back then. At the start of 2020, investors are going one step further. One too much?

Read the research here

Read more...

We use cookies to personalize our content, to auto-login to our website and to improve your experience when using it. Cookies used for the essential operation of the site (authorization, language setting or user-security) have already been set. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information