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15 February 2026
Posted in
sentix Weekly
The most striking feature of investor behaviour towards equities at present is the high level of neutrality in the market. This is at a 25-year high for German equities and reflects the enormous irritation among investors. Many do not want to take sides and are therefore fleeing to the neutral camp. This will create pressure to adjust and future volatility as soon as there is more visibility. Technology stocks have also fallen out of favour. The bias continues to erode there.
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