sentix Investmentmeinung 02-2017

Written by Manfred Hübner | 16 January 2017
Posted in sentix Weekly

There are no translations available.

Bewegung im Währungs- und Rohstoffbereich

Die größten Bewegungen im sentix-Datenkranz liefern zur Zeit Währungen und Rohstoffe. Bei EUR-USD und Öl gehen diese in die Richtung, unsere bestehende Positionierung zu stützen. USD-JPY erreicht ebenfalls einen interessanten Sentiment-Punkt, der eine neue Einschätzung bedingt. Bei Gold dagegen ist die Lage unentschieden.

Geänderte Einschätzung: USD-JPY

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sentix ASR Essentials 02-2017

Written by Patrick Hussy | 15 January 2017
Posted in sentix Weekly

Investor opinion poles apart on EZ Equities/Bonds and Banks/Healthcare

The latest sentix surveys points to polarised investor opinion on a couple of fronts. At an asset level, respondents are deeply downbeat on the medium-term outlook for Eurozone bonds versus equities. Monthly survey questions on investors’ opinions on the medium-term outlook for sectors relative to the European market also reveal that the recent marked improvement in sentiment towards Banks remains intact. On the other side of the sentiment divide, pessimism on unloved sectors such as Food & Beverage, Utilities and Real Estate has also begun to moderate. However, pessimism still dominates on Healthcare, with monthly survey readings on the sector versus the market dropping to historic lows. Investor opinion is poles apart on equities versus Bonds and Banks versus Healthcare. See page 2 for charts.

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sentix Investmentmeinung 01-2017

Written by Manfred Hübner | 09 January 2017
Posted in sentix Weekly

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Noch mehr positive Aktienmarktsignale

Das Jahr 2017 hat ganz ordentlich begonnen und – anders als seine drei Vorgängerjahre – den Jahresstart nicht durch Kursverluste belastet. Aber es könnte noch besser kommen. Die Vorzeichen für steigende Aktien sind angesichts einer sehr robusten Konjunktur und eines wieder steigenden Grundvertrauens durchaus als günstig einzustufen.

Geänderte Einschätzung: US-Aktien

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More upside potential ahead!

Written by Patrick Hussy | 08 January 2017
Posted in sentix Economic News

The sentix economic indices surprise in January: All indices turn positive and imply more growth potential ahead. Especially the Eurozone and Eastern Europe benefit at the beginning of 2017. The headline index for the Eurozone increases by 8.2 points and reaches the highest value since August 2015. Economic expectations and current situation values improve dynamically. At the same time, we expect more economic upside potential for Eastern Europe and Austria due to its strong ties with the east of Europe. The US economy can maintain its strong growth momentum in January. The headline index marks the second all-time high in a row. Therefore, the Global Aggregate Index jumps to a 9-year high. Therefore, we expect more economic upside potential for 2017.

sentix ASR Essentials 01-2017

Written by Patrick Hussy | 08 January 2017
Posted in sentix Weekly

Strategic bias on bunds and euro on back foot

Investors have entered 2017 on a positive footing in terms of their medium-term strategic bias on equities, set against a still cautious view on the outlook for bonds. This latter survey angle fits in with readings that reveal that economic expectations are still a notably bearish theme for Bunds. On the FX front, near-term investor pessimism on EUR/USD has eased back from historic extremes. However, survey participants remain cautious on the medium-term prospects for the euro versus the dollar. There is little sign that the New Year has changed investors’ downbeat views on the medium-term outlook for both bunds and the euro. See Page 2 for charts.