sentix Investmentmeinung 33-2017

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Written by Manfred Hübner | 21 August 2017
Posted in sentix Weekly

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Zweite Reihe und Emerging Markets rücken in den Fokus

Die grundsätzlich positive Signallage für Aktien hat auch in der abgelaufenen Woche Bestand. Die stark negativen Sentiment und Time Differential-Werte stellen auf Sicht von 10-16 Wochen ordentliche Kursgewinne in Aussicht. Anders sieht es dagegen bei einigen „Nebenkriegs-Schauplätzen“ aus.

Geänderte Einschätzungen: Emerging Markets Aktien, MDAX vs. DAX

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sentix ASR Essentials 33-2017

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Written by Manfred Hübner | 20 August 2017
Posted in sentix Weekly

$1300 remains a key test of investor sentiment on Gold

The latest sentix survey points to a pick-up in sentiment towards commodities as an asset class over the past month, with readings reaching their highest level since Q1. However, at a market level, investors have become less optimistic on the near-term outlook for Gold, with headline survey readings dropping back from the previous week’s highly elevated sentiment levels. The good news for Gold is that near-term concerns have not de-railed the recent improvement in survey participants’ mediumterm strategic bias on the metal. The bad news is that $1300 remains a notable test of investors’ sentiment towards Gold. See Charts 2-4, p2.

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sentix Investmentmeinung 32-2017

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Written by Manfred Hübner | 14 August 2017
Posted in sentix Weekly

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Typisch August

Im aktuellen Datenkranz messen wir reihenweise negative Sentiment-Extreme. Die Stimmungsindikatoren signalisieren damit eine gehörige Portion Angst vor kurzfristig fallenden Kursen. Typisch August, ist man geneigt zu sagen. Denn in den letzten 10 Jahren gab es kaum ein Jahr ohne August-Angst. Wie gut stehen die Chancen auf Kursgewinne?

Geänderte Einschätzungen: S&P 500, Gold

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sentix ASR Essentials 32-2017

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Written by Manfred Hübner | 13 August 2017
Posted in sentix Weekly

Sentiment poles apart on Equities versus Gold

The latest sentix survey provides a unique insight into investors’ opinion of markets at the end of a turbulent week. A bout of ‘risk-off’ can be seen in survey responses on sector preferences, with Autos pessimism versus the market reaching historic extremes, while sentiment has sharply improved towards Utilities. At the same time, sentiment on the near-term outlook for Gold has reached the high-end of its historic range. In contrast, investor sentiment on equities has also fallen to the low-end of its historic range. Interestingly, however, near-term pessimism has not undermined investors’ increasingly positive medium-term strategic bias on equities. Geo-political concerns appear to have shaken investors’ confidence on the near-term, but have not stirred them to re-assess their upbeat views on the medium-term outlook for equity markets. See page 2 and 3 for charts.

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sentix Investmentmeinung 31-2017

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Written by Manfred Hübner | 07 August 2017
Posted in sentix Weekly

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Euro vor Gewinnmitnahmen

Die Währungsmärkte stehen weiter im Fokus. Besonders trifft dies auf den Euro zu, der sich in den letz-ten Wochen stark befestigt hat. Die Erwartungen einer baldigen beherzten Zinswende der EZB stehen mit Blick auf die sentix Konjunkturindizes und die Themenbarometer jedoch auf relativ wackeligen Beinen. In Verbindung mit einer Abschwächung im Strategischen Bias sowie der deutlichen Euro-Longpositionierung der Anleger ergibt sich eine Chance auf eine Euro-Abschwächung.

Geänderte Einschätzungen: EUR-USD, US-Bonds

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