After New Year’s Eve yet another china cracker

Written by Manfred Hübner | 10 January 2016
Posted in sentix Economic News

That’s not what many investors have expected: right at the start of 2016, investors have to farewell certainties of 2015. Dark clouds arise in the east and could carry more than just light showers. it seems undoubtedly reasonable that the Chinese business cycle face a period of significant slow down, rather it seems like a hard landing. Such a scenario would not pass the Eurozone without damage.

FRED - ein echter Schatz

Written by Manfred Hübner | 09 January 2016
Posted in Woolly thoughts (blog)

There are no translations available.

Wer oder was ist FRED? Ich muss zugeben, ich hatte hier und da mal was von FRED gesehen, aber mich nie wirklich damit beschäftigt. Doch das war ein Fehler. FRED ist wirklich Klasse!

Investors’ confidence in equity markets plunges – a “bearish” signal

Written by Julien Mueller | 04 January 2016
Posted in Special research

Investors’ confidence in major equity markets suffered a blow recently as analysed in the latest sentix Global Investor Survey. The strategic optimism continues to fall to a 52 week low for German equities. Likewise, confidence in East Asian equity markets have been significantly hit.

sentix Investmentmeinung 53-2015

Written by Manfred Hübner | 04 January 2016
Posted in sentix Weekly

There are no translations available.

Kalte Dusche zum Jahresauftakt

Die Märkte enttäuschen die Anleger. Obwohl die Grundüberzeugung der Anleger zu Aktien seit Wochen fällt, wirkt der Kursverlust zum Jahresstart wie eine kalte Dusche. Willkommen im Jahr 2016, dem Jahr, in dem „Risikomanagement wieder eine Bedeutung erlangt“. Das Grundmotiv unseres Jahresausblicks wird damit sehr früh im Jahr ins Gedächtnis der Anleger gerufen.

Geänderte Einschätzung: Alle Aktienmärkte, Bund-Future, USD-JPY

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

sentix ASR Essentials 53-2015

Written by Manfred Hübner | 03 January 2016
Posted in sentix Weekly

New Year ... Old concerns on Equities from strategic bias perspective

The first sentix survey of the 2016 provides some old and familiar messages in terms of investors’ views on markets. Positioning questions late last month revealed that survey participants are running with above average levels of over-investment in eurozone equities, set against modest near-term optimism on markets. However, the latest survey suggests there also remains a high degree of investor pessimism about the medium-term strategic outlook for indices such as the EuroSTOXX, albeit survey readings ticked a little higher over the week (see Charts 2-3, page 2). Coming into 2016, investors appear to remain wary about the medium-term strategic outlook for equities.

Click here for the full report