sentix ASR Essentials 30-2014

Print

Written by Patrick Hussy | 17 August 2014
Posted in sentix Weekly

Investors on the Defensive

The latest sentix survey indicates that investor sentiment towards equity markets remains undermined by recent reversals. At a market level, survey readings based on investors' opinion on the medium-term outlook have yet to reverse their recent declines. At a sector level, monthly questions on participants' views on European sectors in a relative context also reveal a further swing away from cyclical sectors such as Autos, Construction and Industrials, towards defensives such as Food & Beverage and Healthcare (see Charts 2 & 3, page 2). Investors appear to have firmly moved onto a defensive footing in terms of their sector preferences.

Click here for the full report (sentix registration necessary)
Click here for the results of the sentix Special survey regarding the investors positioning

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information