sentix ASR Essentials 34-2016

Print

Written by Patrick Hussy | 28 August 2016
Posted in sentix Weekly

Investors remain constructive on equities

The latest sentix survey underlines that while respondents have become modestly pessimistic on the near-term outlook for equities, they remain positive on equities from a medium-term strategic perspective. This chimes with the monthly positioning data, which indicate that investors have moved to a modestly above average level of over-investment in European equities. On the emerging market equities front, investors also remain highly positive on China in terms of their medium-term strategic bias. It would appear that increased expectations of a US Fed rate-hike have done little to damage investors’ constructive view on equities medium-term outlook. See charts 3-4, p2).

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