Neuer Kompendiumsbeitrag: sentix Anlegerpositionierung

Written by Manfred Hübner | 22 May 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zur sentix Anlegerpositionierung überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

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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sentix ASR Essentials 20-2014

Written by Manfred Hübner | 18 May 2014
Posted in sentix Weekly

Caution fails to curb commodity-related Sector revival

The latest sentix survey indicates that investors remain highly upbeat on the medium-term outlook for Eurozone bonds and pessimistic on the EuroSTOXX. Indeed, this caution is finding echoes in their equity sector views. Additional monthly survey questions revealed improving sentiment towards defensive sectors such as Healthcare and Food & Beverages, set against deteriorating sentiment towards Financials and cyclicals such as Autos, Construction and Industrials (see Chart 2, page 2). However, while sentiment has tilted onto a more defensive bias, it appears that not all cyclical sectors are the same in sentiment terms. As yet, the revival in sentiment towards sectors such as Energy and Basic Resources, which had been prey to deep pessimism in early-2014, remains on track. Heightened caution

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Neuer Kompendiumsbeitrag: sentix Investmentthema Index

Written by Manfred Hübner | 16 May 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zum sentix Investmentthema Index überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Verräterische Sprache

Written by Manfred Hübner | 15 May 2014
Posted in Woolly thoughts (blog)

In diesem Tagen reibt man sich als Beobachter der Kapitalmärkte immer öfter verwundert die Augen. Kommentare der Medien und der Offiziellen tragen zunehmend seltsame Botschaften, die interessanter Wiese aber kaum jemand zu stören scheinen. Der Mainstream / Zeitgeist befindet sich auf einem gefährlichen Weg!

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