sentix Investmentmeinung 35-2018

Written by Manfred Hübner | 03 September 2018
Posted in sentix Weekly

There are no translations available.

Technisch unentschieden

Der Strategische Bias für Aktien in Deutschland steigt vor allem bei professionellen Anlegern deutlich. Statistisch eröffnet sich damit eine positive Performanceperspektive für das 4. Quartal. Was fehlt, ist eine Bestätigung durch das Marktpreisverhalten.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (35-2018)

Written by Manfred Hübner | 02 September 2018
Posted in sentix Weekly

Selective increase in the strategic bias

While the sentiment data continue to show no clear direction in important markets, we measure selective improvements in the strategic confidence. For the DAX, these indicate opportunities in Q4. Interestingly, however, the bias to bonds is also improving. In Japan, we see an exciting difference between equities and the currency. In the commodities area, we take a look at investors' confidence in silver.

Click here for the full report

Italian worry lines are growing again

Written by Manfred Hübner | 27 August 2018
Posted in sentix Euro Break-up Index News

In recent weeks, investors' concerns about the stability of the euro zone have grown somewhat greater. The Italian government's attitude to the refugee crisis has contributed to this, as have increased concerns about an unregulated Brexit and Greece's "release" from the aid programme.

sentix Investmentmeinung 34-2018

Written by Manfred Hübner | 27 August 2018
Posted in sentix Weekly

There are no translations available.

Japan Aktien mit Chancen

Japanische Aktien haben in den letzten Wochen durch relative Schwäche geglänzt. Einer der Gründe hierfür war der starke Yen. Jetzt zeichnet sich hier eine Änderung ab. Dies könnte zu einer Kurserholung japanischer Aktien beitragen. Die Verbesserung im Strategischen Öl-Bias ist für uns ebenfalls ein Signal.

Geänderte Einschätzungen: Nikkei, Rohöl

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (34-2018)

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

There is a lack of basic conviction

US equities remain relatively strong. But the spark is not to be ignited, investor sentiment remains subdued. This is also due to a lack of basic conviction. The Strategic bias is surprisingly tipping over to many markets. In the special analysis we examine how investors are currently positioning themselves in equities. In the currency field, on the other hand, the euro is making new friends at the strategic level. Also to Brent the basic conviction increases.