European bank stocks are en vogue again

Written by Admin sentix | 13 December 2016
Posted in Special research

The sentix Sector Sentiment for European bank stocks hits the highest value since January 2014. Investors’ perception inverted by 180 degrees within only a few months. At least in the short-run, the steady rate of bullish conversion strains further outperformance.

Déjà-vu

Written by Julien Mueller | 12 December 2016
Posted in Special research

sentix Sentiment for the German equity market scores new record high. Investors celebrate previous week’s stock market gains. The latest sentiment frenzy represents a short-term contrarian sell signal – a similar set-up as last year.

sentix Jahresausblick 2017

Written by Manfred Hübner | 12 December 2016
Posted in Special research

There are no translations available.

Das Jahr 2016 neigt sich dem Ende zu - es wird Zeit, sich über die Strategie für 2017 Gedanken zu machen! Der sentix Jahresausblick 2017 wirft einen Blick voraus auf das kommende Jahr und liefert wertvolle Themenanalysen sowie die sentix Jahresablaufpläne für eine Vielzahl von Anlagemärkten.

sentix Investmentmeinung 49-2016

Written by Manfred Hübner | 12 December 2016
Posted in sentix Weekly

There are no translations available.

Aufbruch – Es kann nicht bleiben wie es ist!

Die abgelaufene Woche hat kräftige Kursgewinne am Aktienmarkt gebracht. DAX und EuroSTOXX haben ihren relativen Rückstand gegenüber USA und Japan aufgeholt. Dabei gelang der Sprung über wichtige technische Hürden, was für 2017 hoffen lässt. Doch kurzfristig behindert ein euphorisches Sentiment die Jahresendrally.

Geänderte Einschätzungen: Aktien Deutschland und Europa

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sentix ASR Essentials 49-2016

Written by Patrick Hussy | 11 December 2016
Posted in sentix Weekly

Near-term optimism hits historic highs as Fed meeting looms

The latest sentix surveys suggests near-term optimism on equity markets globally has reached extremely elevated levels (see Chart 1), heading into a week that could see the Fed tighten policy for the first time since last December. In a European context, sentiment has likely been bolstered by growing investor optimism on Banks and cyclical sectors such as Basic Resources. However, at an asset level, it is also notable that survey respondents have become a little less downbeat on the medium-term outlook for bonds. Indeed, the gap between medium-term strategic bias readings on Bunds versus the EuroSTOXX has begun to reverse from recent lows. High optimism on equities may steal the near-term sentiment spotlight, but opinions on the medium-term outlook for markets are also worth watching. See page 2 for charts.

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