sentix ASR Essentials 19-2016

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Written by Manfred Hübner | 15 May 2016
Posted in sentix Weekly

Poles apart on Banks and Real Estate

The latest sentix survey provides a view of investors’ current convictions on European sectors versus the market. A couple of themes emerge. For one thing, sentiment towards commodity-plays such as Basic Resources and Energy continues to improve, albeit investors have become more cautious on Oil’s medium-term prospects. For another, pessimism is still the dominant theme on Financials, with sentiment readings on Insurance hitting a 12-month low and readings on Banks versus the market firmly entrenched at the low-end of their historic range. This provides a stark contrast to the investor optimism that is evident on the Real Estate sector, with sentiment readings nearing their 2012 highs. Investor sentiment is poles apart on Banks and Real Estate. See p2 for charts.

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