sentix Survey results (39-2018)

Written by Patrick Hussy | 30 September 2018
Posted in sentix Weekly

Instis see potential, but still have to buy!

The investor euphoria about equities from the previous week has evaporated. However, the necessary sentiment correction has by no means gnawed away at basic confidence. Rather, investment professionals are increasingly recognizing a medium-term opportunity in the price decline. However, they must not forget to buy! The bond market bias indicates a deep rush. What is meant here is not the yields, but the bond prices.

Click here for the full report

sentix Investmentmeinung 38-2018

Written by Manfred Hübner | 26 September 2018
Posted in sentix Weekly

There are no translations available.

Grundvertrauen ohne Konjunkturzuversicht?

In den letzten Wochen hat sich das Grundvertrauen in Aktien deutlich verbessert. Dies ist einerseits auch ein saisonales Phänomen, denn die Anleger wittern im vierten Quartal meist „fette Aktienbeute“. Doch wie fundiert ist diese Haltung in Anbetracht der aktuellen Konjunkturaussichten?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results 38-2018

Written by Manfred Hübner | 23 September 2018
Posted in sentix Weekly

Euro Bias improves again

During the week, the stock markets recovered further and this again had a significant impact on sentiment. The sentiment values are now clearly positive again, but not yet euphoric. A further improvement in the equity prices therefore seem likely, although there is also a negative development in the strategic bias. By contrast, basic confidence in the euro and gold is developing positively.

Click here for the full report

Brexit currently biggest political risk?

Written by Manfred Hübner | 18 September 2018
Posted in Special research

The decided withdrawal of the United Kingdom from the European Union has become the greatest political risk from the point of view of the investors surveyed by sentix in recent months. Increasingly, there are growing signs that there will be no comprehensive new regulation of contractual relations in good time. Even the US president and his trade rhetoric is fading into the background.

sentix Investmentmeinung 37-2018

Written by Manfred Hübner | 17 September 2018
Posted in sentix Weekly

There are no translations available.

Es kommt einiges in Bewegung

Nach dem starken Sentimentsignal für Aktien in der letzten Woche kommen auch andere Assetklassen in Bewegung. Es deutet viel auf eine klassische Herbst-Aufwärtsbewegung bei Aktien hin, aber auch beim US-Dollar und den Anleihen tut sich was.

Geänderte Einschätzungen: US Bonds