Investors turn their backs at smaller companies

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The results of the current sentix Global Investor Survey show that investors' risk appetite is waning. A very clear example here is the declining preference for stocks of smaller companies as mir-rored by the sentix Small Caps Index. This index falls in July and thus signals that more and more investors are turning their backs at smaller capitalisations – with the risk of a spill-over to the rest of the market.

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sentix Market Profiles: Desperately looking for believers in the euro

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The new sentix Market Profiles which shed a light on investors' expectations for the second half of the year 2014 show that forex market participants can easily be wounded at the current juncture. Expectations for EUR-USD have become extremely tilt to the downside. This represents an upside risk for the common currency! For stocks investors have longer-term a positive bias but in the short run there is potential for surprises on the upside, too.

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Sentiment for European insurance stocks marks all-time low

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About two weeks after the latest ECB's rate cut sentix Sector Sentiment for insurance stocks falls more strongly than for any other sector in June. It has now reached an all-time low. At the same time, insurance stocks as a whole do not show any pronounced relative weakness. That makes them currently look like an opportunity.

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Emerging markets stocks – investors more optimistic despite geopolitical risks

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sentix Emerging Markets Equities Sentiment rises in June after a slight setback in the previous month. Investors now have dropped their emerging-markets fears weighing on the asset class at the beginning of the year. This is a positive sign for the future performance of the regions' stocks, all the more as it happens against the emergence of new geopolitical question marks.

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Investors extremely pessimistic again for banks

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The euphoric mood for bank stocks observed at the beginning of the year has completely disappeared this month. In May, sentix Sector Sentiment falls for banks more strongly than for any other sector. Only for utilities investors are similarly pessimistic at the moment. The recent performance of bank shares does not explain such a weak sentiment, though. This is why there is now a chance for these stocks to recover.

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