sentix Jahresausblick 2017

Written by Manfred Hübner | 12 December 2016
Posted in Special research

Das Jahr 2016 neigt sich dem Ende zu - es wird Zeit, sich über die Strategie für 2017 Gedanken zu machen! Der sentix Jahresausblick 2017 wirft einen Blick voraus auf das kommende Jahr und liefert wertvolle Themenanalysen sowie die sentix Jahresablaufpläne für eine Vielzahl von Anlagemärkten.

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sentix Bond Sentiment for Emerging Markets takes a beating

Written by Julien Mueller | 21 November 2016
Posted in Special research

The monthly gauge of investors’ sentiment on emerging markets bonds plunges into negative territory. However, the stark contrast to previous month’s sentiment does not signal an upcoming bear market.

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Party on Wall Street

Written by Julien Mueller | 14 November 2016
Posted in Special research

Investors celebrate the surprising outcome of the US election. Investors’ sentiment for the US equity market has reached the highest level since 2010. In the past, comparable sentiment levels indicated that the US market is temporarily overbought.

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A second Brexit result?

Written by Manfred Hübner | 24 October 2016
Posted in Special research

In a special survey, we interviewed more than 1,000 investors for their opinion on the forthcoming US presidential elections. From the point of view of investors, the choice seems to be running. Around 90% expect a victory from Democratic candidate Hillary Clinton. This clear vote goes beyond the current state of the so-called "prediction mar-kets", ie the vote of the bookmakers. Is the story of the Brexit repeating itself?

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Question of adjustment

Written by Julien Mueller | 17 October 2016
Posted in Special research

Investors’ opinion on the euro currency has fallen to the lowest level since “Brexit”. Despite that comparable pessimistic sentiment readings point towards an immediate reversal, current portfolio setups do not fully support investors’ sentiment, yet. Hence, in the next weeks, the euro should continue to show relative weakness.

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