sentix Survey results (13-2020)

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Professionals are on the brakes

The main finding from investor behavior this week is that the strategic bias is eroding for many equity markets. This is particularly striking for US equities. Only the China bias is resisting this gravity. A historical comparison shows that these different developments have occurred again and again, and even out of time. This will also be the case in the Corona crisis. In the end, China is not an island either.

Further topics:
  • Equities: Is China an island?
  • Oil: The new perception of value is confirmed
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

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