Utilities – investors’ denial

Written by Julien Mueller | 14 September 2015
Posted in Special research

The latest sentix data set reveals further deterioration in investors’ sentiment for the European utilities sector. It has reached a record low and predominantly reflects the condition of distinct German utility companies – an investment opportunity!

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Attention: Investors lacking risk awareness on equities!

Written by Sebastian Wanke | 08 September 2015
Posted in Special research

The latest sentix data set reveals an alarming discrepancy: investors’ fundamental belief in equity prices is still rising despite falling economic expectations. Potential risks are especially lurking in the US market. Investors are turning a blind eye on possible adverse effects for equities as economic optimism fades.

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Positioning risks for euro-area stocks have markedly decreased

Written by Sebastian Wanke | 31 August 2015
Posted in Special research

The latest sentix data show that investor positioning in euro-zone shares has strongly fallen. It now stands close to its long-term average. Consequently, the immediate dangers for the asset class are clearly smaller than before – not more, but also not less than that.

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Fears for emerging-markets stocks – a glimmer of hope!

Written by Sebastian Wanke | 24 August 2015
Posted in Special research

The monthly sentix Sentiment for emerging-markets shares collapses in August. It now stands at its weakest level ever and thus even below its readings from autumn 2008, the time after Lehman Brothers, an investment bank, failed. This is positive, indeed!

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Automobile sentiment again heavily hit by China sorrows

Written by Sebastian Wanke | 17 August 2015
Posted in Special research

sentix Sector Sentiment for European automobile stocks falls again in August. The mood among investors is now as bad as is it was for the last time in October 2014. While the sentiment indicator already is in contrarian territory, a chart-technical buying signal is still missing.

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