sentix Investmentmeinung 39-2017

Written by Manfred Hübner | 04 October 2017
Posted in sentix Weekly

There are no translations available.

Goldener Aktien-Oktober?

Der von vielen Anlegern gefürchtete September war in 2017 ein ausgesprochen positiver Monat. 6,4% hat der DAX zugelegt. Damit zeigt sich einmal mehr, dass ein extremes Sentiment (im August hatten wir ein bearishes Stimmungstief!) wichtiger ist als saisonale, zyklische Kräfte. Gilt dies auch im Oktober?

Geänderte Einschätzungen: keine

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

sentix ASR Essentials 39-2017

Written by Manfred Hübner | 01 October 2017
Posted in sentix Weekly

Investors increasingly poles apart on Equities versus Bonds

The latest sentix survey indicates that investors remain resolutely upbeat on equities and deeply downbeat on bunds. As a result, the sentiment gap between bunds and eurozone equities is now large and growing, albeit the gap has yet to reach historic lows. In the case of equities, investors’ increasingly positive medium-term strategic bias on the EuroSTOXX is likely being lent support by growing caution on the euro, with EUR/USD medium-term strategic bias readings rolling over in recent weeks. The interplay between investor opinion on equities, bonds and the euro remains notable. It is a sentiment angle worth watching as markets move into the final quarter of the year. See Page 2 for charts.

Click here for the full report

The Euro nice weather period is running out

Written by Manfred Hübner | 28 September 2017
Posted in Special research

Since the beginning of the year, the euro has been one of the stars in the foreign exchange market. Approximately 12% has the Euro gained in value against the US dollar. But now a trend reversal is emerging which could catch investors on the wrong foot. This is shown by the sentix Strategic Bias, which is at a turning point.

sentix Investmentmeinung 38-2017

Written by Manfred Hübner | 25 September 2017
Posted in sentix Weekly

There are no translations available.

Unterschätztes Wahlergebnis?!

Wie von uns erwartet, war die Bundestagswahl nicht das allseits favorisierte None-Event. Saisonal ist nach der Wahl ohnehin meist eine Konsolidierung des Aktienmarktes angelegt. Mit der hohen Unsicherheit über das künftige Regierungsbündnis hat der Markt einen guten Grund dazu. Auch für den Euro könnte das Wahlergebnis Signalwirkung haben.

Geänderte Einschätzungen: EuroSTOXX, DAX, S&P 500, EUR-USD

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

Rest before the Bundestag elections. But after that?

Written by Manfred Hübner | 25 September 2017
Posted in sentix Euro Break-up Index News

There is peace on the Euro front. At least this was the case before the Bundestag elections. The sentix Euro break-up index dropped slightly again to 7.66% in September. This is the lowest value since July 2014, when the all-time low of the index was reached at 7.61%. All major country indices have yielded in line with this tendency. But whether this peaceful state still holds after the election is questionable.