sentix Survey results (48-2018)

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Highest US bond bias since 2008

Investors are hoping very much for a friendly end to the year. The mood is correspondingly positive. The basic confidence of the investors, on the other hand, shows no improvement, so that no all-clear can be given. Bonds and the euro are accentuating the rethinking process.

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sentix Investmentmeinung 47-2018

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Was rollt 2019 auf uns zu?

Das Saisonmuster allein hilft den Aktien nicht, lautete letzte Woche unser Fazit. Die Aktienmärkte tun sich schwer, die übliche Entspannung zum Jahresende zu präsentieren. Dass es noch ein wenig nach oben geht, ist dennoch nicht unwahrscheinlich. Spannender ist jedoch der Blick voraus auf 2019!

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

The shock eases

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Although the new Italian government is refusing to revise its draft budget and thus risk a further escalation with the EU Commission, investors are more relaxed about Italy's exit risk from the euro. Obviously, investors are counting on Italy ultimately to be disciplined by the capital markets in good time.

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sentix Survey results (47-2018)

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Final farewell to year-end rally

The equity sentiment, surprisingly, shows no sign of panic. On the contrary, the medium-term prospects continue to darken, which in sum does not represent good prospects for the stock market outlook. There are also burdens on the USD/JPY, where an enormous willingness to sell can be measured. Only the bonds are seen as saviours, but the portfolios are already aligned accordingly.

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sentix Investmentmeinung 46-2018

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There are no translations available.

Das Saisonmuster alleine hilft nicht

Die aktuelle Stimmungslage an den Aktienmärkten legt nahe, dass viele Anleger zwar grundsätzlich steigende Vorbehalte gegenüber Aktien hegen, kurzfristig aber auf eine Kurserholung zum Jahresende hoffen. Wie aussichtsreich ist das saisonale Muster?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

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