The next surprise at the start of the year

Print

The riots surrounding the conflict between the US and Iran, which dominated the news at the end of the week, were either ignored by investors or are not considered to be crucial for the economy. This is the result of the sentix economic survey, which brought a further improvement in the economic assessment of the global econo-my at the beginning of the year. This is the third surprise in a row for the "first mover"! The data for all regions of the world are improving, especially in Asia ex Japan.

Read more...

The wind turns

Print

After an all-time low in November, the Euro Break-up Index rose by 1.2 points at the end of the year. Besides Italy and France, the sub-indices of Malta and Estonia are also rising.

Read more...

sentix Survey results (52-2019)

Print

Year-end edition: US equity bias closes at annual high

Institutional investors are significantly overinvested in equities at the end of the year. We measure a 2-year high in investment behaviour. This is atypical, because normally the professionals move to their benchmark at the end of the year and enter the new year neutrally. The market's vulnerability at the start of the year is therefore high.

Further topics:

  • Bonds: Bias closes at annual low
  • sentix investor positioning in equities and bonds

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

sentix Survey results (51-2019)

Print

Christmas Edition: New dynamics in precious metals

Gold remains a favourite. The bias climbs to 49 percentage points, sentiment has also risen, but remains significantly lower from its level. Overall, a solid foundation for gold bulls.

Further topics:

  • Equities: Bias remains solid
  • sentix Styles - Investor preferences & behavior

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

Financial services in the shadow of banks

Print

The negative sentiment of the banks radiates to the financial services sector. Nevertheless, the performance of this sector is anything but bad. The refusal of investors seems to benefit the sector.

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