Confidence in the euro rises

Written by Sebastian Wanke | 23 February 2015
Posted in Special research

Confidence in the euro rises strongly. This is shown by the increase in the sentix Strategic Bias for the EUR-USD currency pair, one outstanding result of the latest sentix Global Investor Survey. The index reaches its highest reading since November 2013. At the same time, more and more investors (now 39%) expect Greece to leave the euro. The consequent attitude of the European partners towards the new Greek government has thus served as a support for the common currency.

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Automobile stocks in the fast lane

Written by Sebastian Wanke | 16 February 2015
Posted in Special research

sentix Sector Sentiment for European automobile stocks rises strongly in February and reaches an all-time high. For no other sector investors are equally bullish at the current juncture. As perspectives brighten against the backdrop of a number of positive chart signals we rate the strong development in sentiment as a kick-start signal rather than a contrarian indication.

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Dividend is the new interest

Written by Sebastian Wanke | 19 January 2015
Posted in Special research

While interest rates continue their fall, the trend that investors buy stocks because of their dividend payments is getting stronger. In January, the sentix index which measures these investor preferences reaches a new extreme. Dividends thus become in an increasingly pronounced manner a substitute for interest rates.

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Investors extremely pessimistic for energy shares

Written by Sebastian Wanke | 12 January 2015
Posted in Special research

While the feebleness of oil prices continues, sentix Sector Sentiment for European energy shares falls again to an all-time low. Taken face value, this is a positive sign for the future performance of the sector's stocks. But it does not look as if energy shares could reach more than a temporary stabilisation in the coming weeks – their current price behaviour is just too weak.

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Oil prices spin around investors’ sentiment

Written by Sebastian Wanke | 15 December 2014
Posted in Special research

The strong fall in oil prices leaves its traces in the sentix Sector Sentiment. On the one hand, the sentiment for European oil and gas stocks drops to an all-time low. The same holds true for basic resources shares. On the other hand, some also benefit from the cheaper "black gold". "Travel and Leisure" as well as "Consumer Goods" are among those for which investors' perspectives brighten.

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