sentix ASR Essentials 20-2016

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Strengthening strategic bias for equities over bonds

The latest sentix survey suggest investors continue to warm to developed equity markets from a medium-term perspective, but are becoming markedly cooler on bonds (see p3-4). This has seen the gap between strategic bias readings for the EuroSTOXX and Bunds pull further away from its January lows (see Chart 2, p2), implying survey participants favour equities over bonds in the medium-term. However, sentiment towards emerging equity markets as an asset class has weakened in the past month, at the same time as commodity optimism has moderated. It appears that sentiment on both asset classes remains inextricably linked (Charts 3-4, p2).

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