sentix Survey Essentials (English)
File: sentix ASR Essentials 39-2015
- Uploaded:
- 28.09.15
- Änderungsdatum
- 28.09.15
- File Size:
- 439 KB
- Version
- 1.0
Equities unloved; but Going for Gold
While the latest sentix survey suggests investors have become a little less pessimistic on the near-term outlook for equity markets, survey readings based on investors’ views on equities from a medium-term strategic perspective continue to
weaken. At the same time, monthly questions on positioning revealed that levels of over-investment in equities have fallen below longer-term average levels. A high degree of caution remains the dominant survey theme on global equities. In contrast, investors are warming to Gold, with near-term sentiment and mediumterm strategic bias readings pulling further away from their mid-summer lows. Caution on equities may be bolstering investor sentiment towards Gold (Charts 3-4).