sentix Survey results (16-2020)

Written by Patrick Hussy | 19 April 2020
Posted in sentix Weekly

Confidence is withdrawn from the stock markets

Investors remain defensive for the time being with equities. The institutional investors in particular have recently been stepping on the brakes. The risk level indicator explains the positioning behaviour. This restraint is now generating performance pressure as prices rise and, in conjunction with sentiment, is supporting the current rally of hope. If investors buy now, this would mean a "buy without conviction". One thing is certain: the bias continues to erode.

Further topics:

• Equities: Sentiment remains short-term support
• Goldmines: Renaissance of basic confidence
• sentix styles - Investor preferences & behavior

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sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

• Equities: Strategic confidence is plummeting
• Bonds: Only halfway through
• Gold: Further increase in strategic bias
• sentix Sector sentiment

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sentix Survey results (14-2020)

Written by Manfred Hübner | 05 April 2020
Posted in sentix Weekly

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

• Bonds: Basic trust erodes further
• Oil: Further increase in bias
• sentix Economic index: Monday, April 6^th 2020, 10.30 a.m. CEST

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Contrarian opportunities with crude oil

Written by Manfred Hübner | 31 March 2020
Posted in sentix Weekly

Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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sentix Survey results (13-2020)

Written by Admin sentix | 29 March 2020
Posted in sentix Weekly

Professionals are on the brakes

The main finding from investor behavior this week is that the strategic bias is eroding for many equity markets. This is particularly striking for US equities. Only the China bias is resisting this gravity. A historical comparison shows that these different developments have occurred again and again, and even out of time. This will also be the case in the Corona crisis. In the end, China is not an island either.

• Equities: Is China an island?
• Oil: The new perception of value is confirmed
• sentix investor positioning in equities and bonds

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