sentix ASR Essentials 02-2017

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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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