sentix ASR Essentials 47-2015
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22 November 2015
Posted in
sentix Weekly
High optimism on Equities contrasts with continued Commodity caution
The latest sentix survey points to highly elevated investor optimism on global equity indices. Survey readings on the near-term outlook for European and US markets are running at the high-end of their historic range, though investors have also become a little less positive on equities from a medium-term strategic perspective (see Charts 5-6, page 3). However, on the other side of the sentiment divide, investors have become more cautious on commodities as an asset class in the past month. This chimes with their slightly less positive view on the outlook for Emerging Equity Markets (Charts 2-4, page 2). Sentiment on EM Equities and Commodities remains closely linked.
