sentix Survey Essentials (English)

File: sentix ASR Essentials 19-2015

pdf.png
Uploaded:
11.05.15
Änderungsdatum
11.05.15
File Size:
429 KB
Version
1.0

Sentiment shaken; but sector opinions not stirred

The latest sentix survey suggests sentiment towards Equity markets has firmed a little after recent setbacks – albeit readings for the DAX and EuroSTOXX are only modestly positive – while respondents’ views on markets from a medium-term strategic perspective remain around recent highs. Monthly survey questions on investors’ views on European sectors versus the market also suggest little in the way of a dash for safety. In terms of the defensive sectors, while Healthcare readings have revived, Food & Beverage sentiment has edged lower. In the case of the cyclicals, optimism on Autos has modestly weakened from its elevated levels, but Chemicals and Construction sentiment has improved. The revival in Energy sentiment also remains on track (Chart 3, page 2). It appears that the testing start to May has not materially impacted investors’ Equity sector preferences.

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information