sentix ASR Essentials 06-2018

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Back on the defensives

The latest sentix survey indicates that investor pessimism on the near-term outlook for equities is now notable, but not extreme. Monthly survey questions on investors’ views on European sectors paint a similar sentiment picture. Investors have become a little more upbeat on the outlook for defensive sectors such as Food & Beverage and Healthcare, and less optimistic on sectors such as Autos, Chemicals and Construction. There are signs that the correction in equity markets is pushing investors onto a more defensive sector tack. That said, they remain deeply downbeat on Utilities, which remains the least loved sector in a relative context. See page 2 for charts.

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