sentix ASR Essentials 13-2015

Written by Patrick Hussy | 29 March 2015
Posted in sentix Weekly

Heightened investor uncertainty on the near-term outlook

The latest sentix survey suggests that while investors remain relatively positive on the outlook for equities from a medium-term strategic perspective, they have become markedly more uncertain about the near-term outlook. Across the indices covered by the survey, near-term neutrality indices have headed towards the highend of their two year range (Chart 7, page 3). This chimes with survey questions looking at investors’ positioning which indicate that the level of over-investment in equities has declined in the past month (Chart 3, page 2). However, heightened neutrality is also a feature on Bunds (Chart 10, page 4). Growing investor uncertainty on the near-term outlook encompasses both equities and bonds.

Click here for the full report

sentix Webinar about sentiment analysis - video and presentation

Written by Manfred Hübner | 25 March 2015
Posted in Woolly thoughts (blog)

On March 25th, 2015 we run a webinar on sentiment analysis with sentix. Here you can watch the video and download the presentation as a PDF document.

Powerpoint presentation as PDF

sentix Investmentmeinung 12-2015

Written by Manfred Hübner | 23 March 2015
Posted in sentix Weekly

There are no translations available.

Saison-Muster contra Time Differential Index

Kurzfristig liegen einige Anzeichen vor, dass der deutsche Aktienmarkt eine Konsolidierungsbewegung durchlaufen sollte. So notiert der sentix Overconfidence Index bei einem Stand von +9 auf gefährlichen Höhen, für den TecDAX erreichte der Index sogar seinen Maximalwert von +13. Auch das Saisonmuster legt eine Verschnaufpause nahe. Und dennoch wartet wohl keine größere Korrektur auf die Anleger.

Geänderte Einschätzungen: keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

Growth stocks getting popular

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

According to the latest sentix data, investors’ preferences for growth stocks climb to a 26-month high. This reflects investors’ increasing risk appetite. Market participants obviously have left their quest for safety behind – a stance which was extremely pronounced during last fall.

sentix ASR Essentials 12-2015

Written by Patrick Hussy | 22 March 2015
Posted in sentix Weekly

Sentiment setback for Commodities and Emerging Markets

Monthly survey questions looking at investors’ views on asset classes suggest that sentiment towards both Emerging Equity Markets and Commodities has weakened over the past month, albeit readings remain well above their Q4 2014 lows. This development chimes with the less positive view on the medium-term, more strategic outlook for the Chinese equity market that has emerged in recent weeks, as well as renewed pessimism on Crude Oil and Gold (see Charts 2 and 3, page 2). The sentix survey continues to underline the degree to which sentiment towards Commodities and Emerging Equity Markets remains closely linked.