sentix ASR Essentials 35-2015
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30 August 2015
Posted in
sentix Weekly
Crude sentiment sparks into life
The latest sentix survey provides a unique insight into investors’ opinion on markets set against a backdrop of continued volatility. While the extreme pessimism evident in the previous survey has moderated, investors appear to have become more cautious on the indices such as the DAX and EuroSTOXX from a medium-term strategic perspective. At the same time, the survey indicates that investors’ level of over-investment in European equities has fallen back to long-term average levels. Away from equities, however, investors appear to be warming to Crude Oil from both a near and medium-term strategic perspective. In this respect, Oil has seen a more firmly placed upswing in sentiment than equities in the past week (see Charts 3-4).
