Investors prefer global equity markets

Written by Julien Mueller | 18 July 2016
Posted in Special research

The latest sentix Strategic Bias conveys a positive implication for global equities. Investors bet on further rising stock markets as confidence mounts. Albeit, the European equity markets are trailing since the Brexit referendum.

sentix ASR Essentials 28-2016

Written by Patrick Hussy | 17 July 2016
Posted in sentix Weekly

Scepticism about German Bunds increases

Risk seeking celebrates a comeback! Not only the sentix Styles indices but also this week’s investor sentiment indicates a jump in investors’ risk appetite. Simultaneous demand for dividend bearing issues continues rising – particularly for those with global exposure. In contrast, this week’s strategic voting signalises growing respect for bond markets. Investors show no sign of fear so far. For gold, investors’ sentiment cools down. The strategic outlook, however, remains un-changed.

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Opportunities arise in times of trouble

Written by Julien Mueller | 11 July 2016
Posted in Special research

The European banking crisis worsens in the wake of the Brexit referendum. The sentix Sector Sentiment marks a new all-time-low. However, investors’ impression has reached such an extreme negative value that it could represent a contrarian buy opportunity.

sentix Investmentmeinung 27-2016

Written by Manfred Hübner | 11 July 2016
Posted in sentix Weekly

There are no translations available.

S&P Alltime High und JPY-Abschächung

Seit dem Brexit-Votum suchen die Anleger eine neue mittelfristige Orientierung. Europäische Aktien stehen dabei, wie der Blick auf den Strategischen Bias zeigt, nicht im Fokus der Hoffnungen. Vielmehr verbessern sich die strategischen Erwartungen an den US- und den chinesischen Aktienmarkt. Auch der Yen könnte in den nächsten Wochen ein Umdenken erfahren, zumindest deutet darauf der Time Differential Index für USD-JPY sowie die überverkaufte Yen-Markttechnik hin.

Geänderte Einschätzungen: US-Aktien, EUR-USD, EUR-JPY, USD-JPY und Gold

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sentix ASR Essentials 27-2016

Written by Manfred Hübner | 10 July 2016
Posted in sentix Weekly

The quest for strategic orientation

Investors’ sentiment for equities remains neutral. The post-Brexit assessment process is still ongoing. However, investors perceive that European equities are disadvantaged over Chinese and especially US equities. Moreover, for German Bunds a sentiment divergence emerges. From a FX perspective, the strength of the Japanese Yen could subside in the coming weeks.