sentix ASR Essentials 35-2014


High-optimism on Healthcare constrasts with caution Cyclicals

The latest sentix survey suggests that investors' views on sectors remain caught in the grip of uncertainty about the macro outlook. Questions on participants' opinions about the medium-term outlook for European sectors relative to the market revealed that they remain deeply pessimistic on sectors such as Basic Resources, Autos and Industrials. On the other side of the sentiment divide, investors remain especially optimistic on the medium-term outlook for Healthcare (see Charts 2 & 3, page 2). Sector sentiment appears to remain set on a more Defensive sector tack relative to Cyclicals.

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