sentix ASR Essentials 34-2015

Print

Sentiment now polls apart on Equities and Bonds

The sharp reversal seen across global equity markets has been reflected in a notable divergence in near-term sentiment towards asset classes. In the case of equity indices, high investor neutrality on the near-term outlook has been replaced by deep pessimism on global mrkets. Indeed, sharply deteriorating sentiment towards Emerging Market Equities chimes with investors’ highly downbeat views on Commodities. On the opposite side of the sentiment divide, optimism on Bunds has reached the high-end of its historic range, while investors are taking more of a shine to Gold from both a near and medium-term perspective (see Charts 2-4, page 2).

Click here for the full report

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