Sentiment for European insurance stocks marks all-time low

Written by Sebastian Wanke | 23 June 2014
Posted in Special research

About two weeks after the latest ECB's rate cut sentix Sector Sentiment for insurance stocks falls more strongly than for any other sector in June. It has now reached an all-time low. At the same time, insurance stocks as a whole do not show any pronounced relative weakness. That makes them currently look like an opportunity.

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Emerging markets stocks – investors more optimistic despite geopolitical risks

Written by Sebastian Wanke | 16 June 2014
Posted in Special research

sentix Emerging Markets Equities Sentiment rises in June after a slight setback in the previous month. Investors now have dropped their emerging-markets fears weighing on the asset class at the beginning of the year. This is a positive sign for the future performance of the regions' stocks, all the more as it happens against the emergence of new geopolitical question marks.

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Investors extremely pessimistic again for banks

Written by Sebastian Wanke | 18 May 2014
Posted in Special research

The euphoric mood for bank stocks observed at the beginning of the year has completely disappeared this month. In May, sentix Sector Sentiment falls for banks more strongly than for any other sector. Only for utilities investors are similarly pessimistic at the moment. The recent performance of bank shares does not explain such a weak sentiment, though. This is why there is now a chance for these stocks to recover.

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Emerging-markets bonds back in demand

Written by Sebastian Wanke | 13 May 2014
Posted in Special research

In May, sentix Emerging Markets Bonds Sentiment rises for the third time in a row while institutional investors rediscover the asset class for themselves. This should have a continued positive impact on the prices of emerging-markets bonds for still some time.

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Special survey on European elections: Risks for EUR-USD and refinancing conditions of the periphery!

Written by Sebastian Wanke | 28 April 2014
Posted in Special research

As the European elections between May 22nd and May 25th are approaching, sentix has set up a special survey on the topic. In this survey we have asked investors what impact on several capital markets issues they would expect to have a large success of Europe-critical parties in these elections  (survey running from April 24 to April 26, 922 participants). Here, we present and discuss the results of the survey.

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