Retail sentiment reaches all-time high

Written by Sebastian Wanke | 20 November 2013
Posted in Special research

In November, sentix Sector Sentiment for Europe rises markedly for the old sector darlings "Food and Beverages", "Health Care", and "Personal and Household Goods". This occurs against the backdrop of a renewed confidence in the liquidity provision of central banks. Just a few weeks before Christmas, a strong increase in sentiment can also be observed for retailing. Sentiment here even reaches an all-time high.

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Real Estate Sentiment back in decline

Written by Sebastian Wanke | 12 November 2013
Posted in Special research

Sentiment among European investors for the real estate market – one of their darlings in times of financial crisis – is back in decline. That is showing sentix Real Estate Sentiment which falls by two to now 3.75 points in November.

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IPO appetite is growing

Written by Manfred Hübner | 16 October 2013
Posted in Special research

European investors are getting more and more interested in Initial Public Offerings again: The sentix IPO Sentiment rises in October by three to now -19.25 points. This is its highest reading since April 2011 and its third increase in a row after a so far rather uninspiring year of 2013.

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sentix Market Profiles 09/2013

Written by Sebastian Wanke | 02 October 2013
Posted in Special research

Für die nächsten 4 Quartale haben die Anleger folgende durchschnittliche Erwartungshaltung (rot, blau) an die Entwicklung folgender Assetklassen:

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Long-term Darlings Under Pressure

Written by Sebastian Wanke | 25 September 2013
Posted in Special research

Against the background of improving economic expectations sentix Sector Sentiment (for European stocks) rises for cyclical sectors in September. In contrast, some "old darlings" like "food and beverage", "health care" and "personal and household goods" now lose support.

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