sentix ASR Essentials 02-2015

Print

Energy remains deeply unloved

The latest sentix survey underlines that investors’ views on sectors have begun to shift in recent months. On one hand, optimism on Healthcare has become less extreme, while the past month saw a reversal in survey readings on Retail, Food & Beverage and Media versus the market. On the other, survey participants have become less cautious on the six month outlook for Cyclical sectors such as Industrial Goods & Services, Autos and Chemicals. Indeed, pessimism on Basic Resources has also become less marked in the past month. However, as yet there are no signs of a change of heart towards Energy. While investors have become increasingly optimistic on the medium-term outlook for Crude Oil, pessimism remains the dominant survey theme on the Energy sector relative (see Charts 2 to 4, page 2).

Click here for the full report

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information