New sector sentiment data

Written by Manfred Hübner | 17 September 2015
Posted in Database news

sentix expanded its range of information on European equity sectors with information about the dispersion of the sector assessments. Under dispersion, we understand the spread of the sector assessments. To this end, we calculate the difference between the most positive and the most negative assessment based on the sentix sector sentiment values. The greater this difference, the more the sector estimates are scattered. We then speak of great dispersion. An extremely high or low dispersion may be a signal for a trend reversal constellation on overall market level. In particular, a very high dispersion may be an indication of a structural market break.

Utilities – investors’ denial

Written by Julien Mueller | 14 September 2015
Posted in Special research

The latest sentix data set reveals further deterioration in investors’ sentiment for the European utilities sector. It has reached a record low and predominantly reflects the condition of distinct German utility companies – an investment opportunity!

sentix Investmentmeinung 37-2015

Written by Manfred Hübner | 14 September 2015
Posted in sentix Weekly

There are no translations available.

Mehr als nur ein Viertel-Prozentpunkt

Nur wenige Tage trennen uns vor der ersten FED-Leitzinserhöhung seit der letzten FED-Zinssenkung Ende 2008. Ganze zwei Jahre der Vorbereitung gehen diesem Zinsschritt voraus – und selbst drei Tage vorher ist dieser noch nicht einmal sicher. Viele Analysten und Ökonomen reduzieren dabei die Bedeutung dieser Maßnahme auf die Höhe der möglichen Zinsveränderung: 0,25%. Das kann doch eigentlich keinen Unterschied machen und deshalb wünschen sich viele einen solchen Schritt schon fast herbei; Hauptsache die Diskussion darum hat endlich ein Ende.

Geänderte Einschätzungen: US Bonds

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

sentix ASR Essentials 37-2015

Written by Manfred Hübner | 13 September 2015
Posted in sentix Weekly

Utilities deeply unloved

The latest sentix survey suggests that while equity markets remain volatile, investor sentiment has not been pushed onto a more defensive footing in terms of their sector preferences. In terms of the more cyclical sectors, survey participants have actually become a little less downbeat on Basic Resources, Energy and Autos, while the tide of optimism on Construction versus the market continues to rise. At the same time, sentiment towards defensives such as Food & Beverage and Healthcareversus the market has modestly weakened over the past month, albeit sentiment towards both sectors remains positive. The same cannot be said for Utilities. Already deep pessimism on Utilities has hit historic extremes in the latest sentix survey (see Charts 2-3).

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sentix-Analyse September 2015 im DAF

Written by Manfred Hübner | 12 September 2015
Posted in sentix Intern

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sentix-Geschäftsführer Manfred im Hübner im DAF-Marktgespräch sentix-Geschäftsführer im DAF-Marktgespräch zur aktuellen Entwicklung der sentix-Indikatoren und die Auswirkung auf die Finanzmärkte.

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