Sound recovery

Written by Julien Mueller | 22 February 2016
Posted in Special research

sentix Strategic Bias for Gold at 3-year high; fundamental attitude towards gold among investors at highest level since 2012. Despite Gold’s 13% surge, upward potential not exhausted.

sentix ASR Essentials 07-2016

Written by Manfred Hübner | 21 February 2016
Posted in sentix Weekly

Report will follow on Monday.

The banks falter

Written by Julien Mueller | 15 February 2016
Posted in Special research

The sentix Sector Sentiment Index documents a strong deteriorated investor sentiment for European Bank stocks. The mood is on a 24-month low. This results in a tactical buy opportunity.

sentix Investmentmeinung 06-2016

Written by Manfred Hübner | 15 February 2016
Posted in sentix Weekly

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Die Gegenbewegung läuft – nur wie lange und wie weit?

In der abgelaufenen Woche hat der Markt ein Tief durchlaufen. Diese Feststellung, die wir an dieser Stelle in der letzten Ausgabe der Investmentmeinung noch unter spekulativen Vorzeichen treffen mussten, hat sich durch das Preisverhalten des Marktes und die neuesten Sentimentdaten bestätigt. Die Gretchenfrage derzeit ist, wie weit und wie lang reicht nun eine Aufwärtsbewegung oder liegt gar eine Trendwende vor?

Geänderte Einschätzung: China-Aktien, US Bonds

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

sentix ASR Essentials 06-2016

Written by Patrick Hussy | 14 February 2016
Posted in sentix Weekly

Still backing away from Banks

The latest sentix survey suggests investors are becoming a little less downbeat on equities from a medium-term perspective and a little less upbeat on bonds. At the same time, in terms of their sector preferences, survey participants have also become less negative on cyclical sectors such as Basic Resources, Autos and Chemicals versus the market in the past month. However, there is little sign of a change of heart on the Financials, with survey readings on Banks now close to historic lows (see Page 2 for charts). The good news is that such deep-rooted pessimism on Banks has not, as yet, curbed the recent revival in investors’ views on the medium-term outlook for equity markets.

Click here for the full report