sentix Survey results (04-2019)

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Portfolio risk high, confidence low. Not good.

On the surface, the week brought relief on some issues, such as the US shutdown. The media are pleased with the ECB's interest rate statements. But is everything really good with equities if everything is good with interest rates? The investors surveyed by us have a clear opinion on this: no. Nevertheless, the portfolios have recently been placed at a much higher risk again. We will answer in our report whether this will go well or not. Gold, gold equities and the euro are also considered.

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sentix Investmentmeinung 03-2019

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Noch keine neue Lage

Seit Jahresstart erholen sich die Aktienmärkte und vor allem in den USA fällt diese Erholung kräftig aus. Die Marken für einen normalen Pullback (2.600 im S&P) wurden letzte Woche überwunden. Ist damit das Thema Bärenmarkt schon wieder erledigt?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (03-2019)

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The strategic bias of professionals falls

After the expected failure of the Brexit plan in the British House of Commons, the stock markets even reacted with relief. Is this already a sign of the all-clear? The professionals have their doubts, which they express in their medium-term expectations. This creates a willingness to sell, which should prove to be a burden for equities. The US dollar also suffers from dwindling basic confidence, while precious metals, on the other hand, continue to build confidence.

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sentix Investmentmeinung 02-2019

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Langeweile, nein danke!

Die Märkte haben sich augenscheinlich beruhigt und die Dezemberschwäche scheint überwunden. Die Anlegergemüter befinden sich im cool-off Modus, das Aktien-Sentiment baut den zwischenzeitlichen Pessimismus gänzlich ab. Es scheint so, als würde Lethargie an den Börsen aufkommen wollen. Doch von „gepflegte Langeweile“ ist keine Spur, der Politik sei Dank. Es braut sich erneut etwas zusammen.

Geänderte Einschätzungen: Ausführung Limit EUR/USD

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (02-2019)

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Waiting for the Brexit parliamentary vote

Sentiment on the stock markets is hardly changing. The bias does not show any new life energy either. Investors are waiting for the Brexit vote in the British parliament. Emotions are showing strength on the currency side. The US dollar is under fire. The high neutrality on the US bond market is conspicuous. A directional decision and a large movement are to be expected from this.

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