sentix ASR Essentials 53-2015
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03 January 2016
Posted in
sentix Weekly
New Year ... Old concerns on Equities from strategic bias perspective
The first sentix survey of the 2016 provides some old and familiar messages in terms of investors’ views on markets. Positioning questions late last month revealed that survey participants are running with above average levels of over-investment in eurozone equities, set against modest near-term optimism on markets. However, the latest survey suggests there also remains a high degree of investor pessimism about the medium-term strategic outlook for indices such as the EuroSTOXX, albeit survey readings ticked a little higher over the week (see Charts 2-3, page 2). Coming into 2016, investors appear to remain wary about the medium-term strategic outlook for equities.
