Written by Manfred Hübner | 27 November 2022
Posted in sentix Weekly

Change of preference in 2023?

In 2022, a major rethink took place in the investor camp. The significant rise in interest rates over the course of the year has contributed significantly to this. Bonds are now considered much more attractive than equities at the strategic level. So far, however, this is only moderately reflected in the relative performance of equities to bonds. For 2023, however, this change in preference could still have an effect.

Further results

• Equities: High TD values slow down
• Bonds: Basic confidence remains intact
• FX: Yen bias buckles again
• sentix investor positioning in equities and bonds

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