sentix ASR Essentials 16-2015
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19 April 2015
Posted in
sentix Weekly
Sentiment shaken on Equities, but strategic views little changed
Last week’s late sell-off in equity markets appears to have hit sentiment hard, with survey readings based on investors’ views on the near-term outlook dropping from historic highs to modestly negative levels in the space of a week. However, the impact on investors’ views on the medium-term strategic outlook has been negligible. On this front, survey readings remain high-end on indices such as the EuroSTOXX (Page 3). Monthly survey questions looking at investors’ views on asset classes also indicate that respondents have become a little more upbeat on Emerging Equity Markets in the past month, in line with improved sentiment towards Commodities (Chart 3, page 2). It appears that last week has shaken nearterm sentiment on Equities, but not yet stirred concerns on the medium-term.
