sentix Survey results (07-2019)

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China inspires investors

The political news situation seems to be easing, which is good for the stock sentiment and lets the fears vanish. At the strategic level, there is still no indication that investors will view the recent signals as a return to the old bull market movement. Rather, they are fleeing into neutral camps, both in equities and bonds. This is different for the stock market in China. In the year of the pig, the world appears pink again for China stocks.

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Mood of crisis

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Looking at the development of investor expectations towards the banking sector, one inevitably recalls the great financial crisis of 2008. Not only did share prices suffer almost as much in 2018 as they did then. The mood measured by sentix in sector sentiment is also similarly depressive. An interesting constellation for investors with opposing views.

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sentix Investmentmeinung 06-2019

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Positive Signale für den DAX?

Die Stimmung an den Aktienmärkten hat im Wochenverlauf einen erheblichen Dämpfer erfahren. Um rund 30 Prozentpunkte hat sich das sentix Stimmungsbarometer für den deutschen Aktienmarkt verschlechtert. Mit einem Wert vom -0,32 ist ein interessantes Niveau für konträr denkende Investoren erreicht.

Geänderte Einschätzungen: DAX

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (06-2019)

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Surprisingly sharp drop in sentiment

The correction in equities and the associated news flow have caused considerable uncertainty among investors in the short term. The mood is literally tipping over and, above all, we are measuring sentiment values close to the lower extreme range in relation to the DAX and Co. This gives reason to hope that prices will recover for more than two weeks. Bonds, on the other hand, appear increasingly over-excited. This also applies to gold, but here the high basic confidence must be included in the calculation.

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sentix Investmentmeinung 05-2019

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Überreizt

In den letzten Monaten konnten Anleger vor allem mit Anleihen und Edelmetallen stabile Gewinne erwirtschaften. Beide Anlageklassen bildeten entsprechend über längere Zeit den Kernbestandteil unseres Research-Portfolios. Doch nun zeigen sich erhöhte Risiken für eine bullische Ausrichtung. Dem tragen wir Rechnung.

Geänderte Einschätzungen: Gold, Silber, Bund Future, US-T-Note Future

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

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