sentix ASR Essentials 11-2015


Poles apart on Autos, Utilities and Energy

The latest sentix survey provides a unique insight into investors’ current views on European sectors. It suggests that opinions have become a little less polarised in terms of cyclical sectors versus defensives, with survey readings on Chemicals, Construction and Industrials Goods and Services (versus market) edging lower, while Healthcare and Food & Beverage sentiment improved. However, optimism on Autos (Chart 2, page 2) and pessimism on Utilities remains at historic extremes. At the same time, while survey respondents are becoming less downbeat on Basic Resources, they remain deeply pessimistic on Energy (Chart 3). The latest survey still highlights several sectors as being prey to highly polarised sentiment.

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