Contrarian opportunities with crude oil

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Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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sentix Survey results (13-2020)

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Professionals are on the brakes

The main finding from investor behavior this week is that the strategic bias is eroding for many equity markets. This is particularly striking for US equities. Only the China bias is resisting this gravity. A historical comparison shows that these different developments have occurred again and again, and even out of time. This will also be the case in the Corona crisis. In the end, China is not an island either.

Further topics:
  • Equities: Is China an island?
  • Oil: The new perception of value is confirmed
  • sentix investor positioning in equities and bonds

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

April, April

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"Just an April Fool's joke" - how we would like to say that this year in relation to the Corona virus. But the virus, and even more so the economic effects are unfortunately absolutely real. Will April now bring the hoped-for reversal of the equity market?

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sentix Survey results (12-2020)

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Waiting for the "rally of hope"

The mood for stocks remains depressed. In view of past experience, a technical countermovement is more than overdue. Now that the maturity of futures is also behind us, it would now be time for such a recovery. But what is normal in these times? In any case, the robust strategic bias of investors is beginning to crumble. Investors are realising that the hope of a quick return to normality was probably deceptive.

Further topics:

  • Bonds: Basic trust erodes further
  • Oil: Surprising bias rise
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (11-2020)

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"Bias Rise" as a Hope

Sentiment for equities had recently fallen sharply. This week we are measuring a slight increase in sentiment for US equities of 8 percentage points, even though the absolute value of -34 percentage points still remains in bearish territory. Surprisingly, investors are showing confidence as they look to the medium term. There are some signs of easing - at least in the short term.

Further topics:

  • Precious metals: Selling pressure increases
  • Bonds: No value – Part 2
  • sentix Sector sentiment

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

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