Technology sentiment nosedives

Written by Sebastian Wanke | 22 April 2014
Posted in Special research

After having reached an all-time high in February, sentix Sector Sentiment for European technology stocks now experiences its second-largest drop since its launch in 2002. Nevertheless, investors still expect the sector to outperform over the coming months. That means more trouble ahead for technology stocks!

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Utilities – investors are getting cold feet again

Written by Sebastian Wanke | 24 March 2014
Posted in Special research

sentix Sector Sentiment for European utilities stocks experiences a significant setback in March. It is now the worst among all 19 Stoxx segments. The deterioration is rather remarkable as absolute and relative performances of utilities stocks have been rising over the past weeks. For contrarian investors this is a clear opportunity.

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Sentiment for emerging-markets stocks close to all-time low

Written by Sebastian Wanke | 17 March 2014
Posted in Special research

In March, sentix Emerging Markets Equity Sentiment falls markedly and now stands closely to its all-time low recorded just after the collapse of Lehman Brothers, an investment bank, in 2008. Contrarian investors may see this as an investment opportunity. But we remain cautious so far. Firstly, the indicator has a significant lead on the actual developments of emerging-markets stocks which means that there is no need to hurry at the current juncture. And secondly, investors might become even more pessimistic in the weeks ahead.

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Technology is running hot

Written by Sebastian Wanke | 24 February 2014
Posted in Special research

In February, sentix Sector Sentiment for European technology stocks climbs to an all-time high. But the relative performance of Europe's tech stocks does currently not justify the extremely good mood. Probably, the US-American hype surrounding the take-over of the messenger service WhatsApp by Facebook has had an impact also on the old continent.

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sentix Asset Class Sentiment: Glimmer of hope for commodities

Written by Sebastian Wanke | 17 February 2014
Posted in Special research

sentix Commodity Sentiment rises in February for the second month in a row and thus gives hope that the asset class will finally manage to gain back momentum. The recovery which can be observed in the index is also a positive sign for the emerging-markets economies whose dynamics are currently in doubt.

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