sentix ASR Essentials 21-2016

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Strategic bias is poles apart on US Equities and Bonds

The latest sentix survey underlines the increasingly upbeat tone of investors’ medium-term strategic bias on equities, at a time when over-investment is back inline with longer-term average levels (see Chart 7a, page 3). In the case of the US market, a sustained upturn in readings on the S&P 500 contrasts with a sharp reversal in readings based on investors’ strategic bias on US Treasuries. A marked move towards risk-on is still evident in survey readings based on investors’ medium-term strategic bias on equity and bond markets. This also chimes with an apparent change of heart on Gold, with survey readings backing away from recent highs through the course of this month. See Charts 2-4, page 3.

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