sentix Survey results (36-2018)

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The bulls are tired!

The sentiment for US equities has deteriorated noticeably within a week. The bear surplus is now just short of 24 percentage points. Is now a good time for a contrary entry?

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sentix Investmentmeinung 35-2018

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Technisch unentschieden

Der Strategische Bias für Aktien in Deutschland steigt vor allem bei professionellen Anlegern deutlich. Statistisch eröffnet sich damit eine positive Performanceperspektive für das 4. Quartal. Was fehlt, ist eine Bestätigung durch das Marktpreisverhalten.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (35-2018)

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Selective increase in the strategic bias

While the sentiment data continue to show no clear direction in important markets, we measure selective improvements in the strategic confidence. For the DAX, these indicate opportunities in Q4. Interestingly, however, the bias to bonds is also improving. In Japan, we see an exciting difference between equities and the currency. In the commodities area, we take a look at investors' confidence in silver.

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sentix Investmentmeinung 34-2018

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Japan Aktien mit Chancen

Japanische Aktien haben in den letzten Wochen durch relative Schwäche geglänzt. Einer der Gründe hierfür war der starke Yen. Jetzt zeichnet sich hier eine Änderung ab. Dies könnte zu einer Kurserholung japanischer Aktien beitragen. Die Verbesserung im Strategischen Öl-Bias ist für uns ebenfalls ein Signal.

Geänderte Einschätzungen: Nikkei, Rohöl

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (34-2018)

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There is a lack of basic conviction

US equities remain relatively strong. But the spark is not to be ignited, investor sentiment remains subdued. This is also due to a lack of basic conviction. The Strategic bias is surprisingly tipping over to many markets. In the special analysis we examine how investors are currently positioning themselves in equities. In the currency field, on the other hand, the euro is making new friends at the strategic level. Also to Brent the basic conviction increases. 

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