sentix Investmentmeinung 39-2018

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Es gibt noch einigen Handlungsbedarf in den Depots!

Italien hat in der letzten Woche die Märkte bewegt. Mit Spannung haben wir auf die Reaktion der Investoren gewartet: Die sentix Daten belegen, es zeichnet sich im Strategischen Bias kein neues Bild ab. Gerade die Profis akzentuieren ihre Sichtweise. Damit ergebt sich Handlungsbedarf in den Anlegerportfolien!

Geänderte Einschätzungen: Aktien China

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

Italy's planned new debt without consequences

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The Italian government's decision to further increase debt has caused enormous volatility in the markets. What is special about this is that investors do not expect this to have any impact on the stability of the Euro-Zone. The Euro Break-up Index even falls in September - including the sub-index for Italy!

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sentix Survey results (39-2018)

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Instis see potential, but still have to buy!

The investor euphoria about equities from the previous week has evaporated. However, the necessary sentiment correction has by no means gnawed away at basic confidence. Rather, investment professionals are increasingly recognizing a medium-term opportunity in the price decline. However, they must not forget to buy! The bond market bias indicates a deep rush. What is meant here is not the yields, but the bond prices.

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sentix Investmentmeinung 38-2018

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Grundvertrauen ohne Konjunkturzuversicht?

In den letzten Wochen hat sich das Grundvertrauen in Aktien deutlich verbessert. Dies ist einerseits auch ein saisonales Phänomen, denn die Anleger wittern im vierten Quartal meist „fette Aktienbeute“. Doch wie fundiert ist diese Haltung in Anbetracht der aktuellen Konjunkturaussichten?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results 38-2018

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Euro Bias improves again

During the week, the stock markets recovered further and this again had a significant impact on sentiment. The sentiment values are now clearly positive again, but not yet euphoric. A further improvement in the equity prices therefore seem likely, although there is also a negative development in the strategic bias. By contrast, basic confidence in the euro and gold is developing positively.

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