Chinese Equities– Volatility ahead!

Written by Julien Mueller | 02 November 2015
Posted in Special research

Investors’ uncertainty about the Chinese equity market index CSI300 mounts to a 52 weeks high. The sentix Global Investor Survey shows that investors react paralysed to recent Chinese macroeconomic environment.

sentix ASR Essentials 44-2015

Written by Manfred Hübner | 01 November 2015
Posted in sentix Weekly

Optimism on Equities tempered ... but remains elevated

The latest sentix survey indicates that investor sentiment on equity markets has modestly retreated from recent highs, though optimism on indices in Europe and the wider world remains at relatively elevated levels. This chimes with the recent revival in survey readings focussed on investors’ medium-term strategic bias towards equity markets (see Chart 6, page 3), as well as the investor positioning questions from last week’s survey that revealed over-investment in equities had swung back above longer-term average levels. These latter developments offer some encouragement that the rally in markets is supported by an improved underlying assessment of the medium-term outlook for equities (Charts 3-4).

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Eurozone continues to stabilise

Written by Julien Mueller | 26 October 2015
Posted in sentix Euro Break-up Index News

In October, the sentix Euro Break-up Index (EBI) continues to decline to 11.3%, marking the lowest reading for 2015. Despite facing a tough challenge due to Europe’s influx of migrants, the Eurozone’s stability is currently not being retested.

sentix Investmentmeinung 43-2015

Written by Manfred Hübner | 26 October 2015
Posted in sentix Weekly

There are no translations available.

Voll konditioniert

Er hat es schon wieder getan! Mario Draghi hat erneut jeglichen Zweifel aus den Köpfen der Anleger ver-trieben. Zumindest ist das der Eindruck, den man nach der stärksten Aufwärtswoche des Jahres haben kann. Die Anleger reagieren geradezu entzückt auf die Aussicht auf weitere monetäre Lockerungsübungen und das Sentiment für deutsche Aktien erreicht knapp das Jahreshoch von 0,47 Punkten. Doch nicht nur die Stimmung hat sich verändert, die zeitgleich erhobenen sentix Investitionsgrade spiegeln erheblich offensiver ausgerich-tete Anlegerportfolien wieder. Was geht noch für die Aktien im vierten Quartal?

Geänderte Einschätzung: Alle Aktienmärkte, USD-JPY, Rohöl

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

sentix ASR Essentials 43-2015

Written by Patrick Hussy | 25 October 2015
Posted in sentix Weekly

Coming soon: Tuesday 27th Octover 2015