sentix Survey results (01-2020)

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Overconfidence in series

At the end of the year, almost everything has now taken a knock, which is an anti-cyclical reminder to be cautious with equities. In addition to the high values in the sentix Sentiment for US equities, the AAII bull bear index has also reached an extreme value. In addition, we measured high long ratios among both private and institutional investors at the end of December. Risk is also indicated by the high overconfidence. The start of the year should be bumpy.

Further topics:

  • Equities: Italy's stock market creates perspectiv
  • Crude oil: Sentiment runs hot
  • sentix Economic indices: Monday, 06.01.2020, 10.30 AM

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sentix Survey results (52-2019)

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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

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sentix Survey results (51-2019)

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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

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Financial services in the shadow of banks

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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.

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sentix Survey results (50-2019)

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Euphoria as a buzz kill

Investors are hot for a year-end rally, but the bull market in Europe is stagnating again and again - despite signs of easing from the economy, the US customs dispute with China and the clear election outcome in the UK. The reason for this is the high sentiment, which has allowed little room for rising prices for weeks. A very high sentiment can also be measured for German equities. The bear camp is eroding and now stands at 24 percent. Unfortunately, the resulting headwind for German / European equities remains.

Further topics:

  • Equities: Swiss equity market in vogue
  • Equities: UK election makes investors cheer
  • sentix Sector Sentiment

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

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