sentix Investmentmeinung 09-2018

Written by Manfred Hübner | 05 March 2018
Posted in sentix Weekly

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Trumps Agenda

Das spannende Wahlwochenende in Europa brachte weitgehend die erwarteten Ergebnisse. Während die SPD den Weg zu einer Regierungsbildung in Deutschland öffnete, dürfte dies in Italien schwer wer-den. Kurzfristig sind damit aber zwei Unsicherheitsfaktoren aus dem Weg geräumt. Ein neuer Problem-herd weit größerer Dimension braut sich aber in den USA zusammen.

Geänderte Einschätzungen: S&P 500

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

sentix ASR Essentials 09-2018

Written by Patrick Hussy | 04 March 2018
Posted in sentix Weekly

High pessimism ahead of Italy's election

An emotional week lies behind us, which has created a lot of emotional extremes. Investors got cold feet before the two important votes in Germany (SPD vote on Groko) and Italy (parliamentary election). It is noticeable that the asset classes in Italy are strategically assessed even more critically than their European counterparts. Is this an anti-cyclical opportunity?

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Turnaround?!

Written by Manfred Hübner | 04 March 2018
Posted in sentix Economic News

U. S. President Donald Trump's comments that he wants to impose fines on certain products did not only alarm the EU Commission. Investors surveyed by sentix also react clearly. Economic expectations for all regions of the world are declining significantly. Expectations in the eurozone are losing more than 11 points. In Germany, which is already experiencing a weakening of the economy, we are even recording a negative expectation for the first time since February 2016. However, the expectation value for the USA is also falling by more than 10 points. A wake-up call for the US president to reconsider the matter of protectionism.

Institutional investors without clear equity positioning

Written by Manfred Hübner | 27 February 2018
Posted in Special research

Professional investors are paid to outperform by clearly positioning themselves against their benchmark. However, many institutional investors are currently retreating to their benchmarks in the "neutral corner". This is an unusual development and cause of a great disorientation - in the short and medium term.

Data revision notificaton

Written by Manfred Hübner | 27 February 2018
Posted in Database news

Dear data client,

due to a computational error, we have updated the data for the following SNTA series (sentix Positioning information):

- SNTAEOI0