sentix Investmentmeinung 08-2017

Written by Manfred Hübner | 27 February 2017
Posted in sentix Weekly

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Keine neuen Indikationen

Aus dem sentix-Datenkranz ergeben sich für uns keine neuen Impulse für die Investmentmeinung. Zwar lie-gen unsere aktiven Positionen derzeit alle leicht im Minus, die Voraussetzungen für eine positivere Entwicklung sind aber nach wie vor gegeben. Geduld scheint gefragt.

Geänderte Einschätzungen: Keine

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

The threatening three

Written by Julien Mueller | 27 February 2017
Posted in sentix Euro Break-up Index News

After two years absence, the euro-crisis is back in the spotlight. However, this time is different. The protagonists have multiplied as France and Italy now join Greece as likely exit candidates. The sentix indicator that measures the risk of contagion jumps for the first time since 2012/13 above 45% which puts politics under pressure to curtail the crisis from spreading further.

sentix ASR Essentials 08-2017

Written by Patrick Hussy | 26 February 2017
Posted in sentix Weekly

Investors continuing to take a shine to Gold

The recent decline in US real yields, which have dipped into negative territory, has provided support to sentiment towards Gold. This can be seen in the latest sentix survey, with optimism on Gold now running at elevated levels, while readings based on investors’ medium-term strategic bias on Gold continue to head higher. As we noted last week, the medium-term strategic attraction of Gold appears to be shining brightly for investors in a commodity context, which chimes with survey participants’ less negative strategic bias on bunds versus eurozone equities (Charts 2-4, p2).

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Risks for German stock market rise as “Overconfidence” kicks in

Written by Julien Mueller | 20 February 2017
Posted in Special research

The latest sentix survey reveals an issue: the sentix Overconfidence Index for the German Stock Index DAX has reached a new two-year high. Hence, the indicator signalises that investors have gained an extreme conviction that the market is trending upwards. A historical comparison indicates that the market has accumulated substantial risk.

sentix Investmentmeinung 07-2017

Written by Manfred Hübner | 20 February 2017
Posted in sentix Weekly