Presse- und Medienarchiv
Folder: 2023 and before
Files:
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Risk appetite and willingness to sell - Indicator in focus
- Uploaded:
- 06.05.21
- Änderungsdatum
- 06.05.21
- File Size:
- 195 KB
- Version:
- 1.0
Risk appetite and willingness to sell
Every week we ask our investors about their portfolio positioning. We are interested in whether investors have a higher or lower than usual exposure in their portfolios. We aggregate the data in the sentix portfolio risk level indicators.
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Seasonal stress test - Indicator in focus
- Uploaded:
- 22.09.20
- Änderungsdatum
- 22.09.20
- File Size:
- 788 KB
- Version:
- 1.0
Seasonal stress test
The summer months of August and September are considered a difficult period on the stock markets. The vacation period in the northern hemisphere not only leads to a lower trading volume, but usually also to greater price fluctuations and, as a result, to price losses.
Since 1990, these two months are the only ones that have brought on average a negative performance for investors in the S&P 500 and DAX. A closer look at the seasonal trends reveals that August is a month with more frequent vola-tile escapades. The negative September performance, on the other hand, is mainly due to the crisis years 2001 and 2008, when the attacks on the World Trade Center (2001) and the bankruptcy of Lehman Brothers (2008) brought the stock markets to their knees.
Compared to the seasonal pattern, August 2020 was much more relaxed, probably due in part to the chronically negative mood of investors in the year of the Corona crisis. However, the negative sentiment was by no means homogeneous in recent times. In the technology sector in particular, we saw a high degree of carelessness and speculative interest at the end of August, which is now reflected in price losses in September.
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Investors refuse the car industry - Indicator in focus
- Uploaded:
- 16.09.20
- Änderungsdatum
- 16.09.20
- File Size:
- 240 KB
- Version:
- 1.0
Investors refuse the car industry
Who would have thought it: in the last few weeks, automobile stocks have become the mainstay of the stock market upswing. The premiums that were offered in Germany in particular for the purchase of new vehicles do not seem to be missing their effect.
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Brexit and elections as increasing burdens - Indicator in focus
- Uploaded:
- 14.09.20
- Änderungsdatum
- 14.09.20
- File Size:
- 205 KB
- Version:
- 1.0
sentix policy barometer: Brexit and elections as increasing burdens
The burden on the stock markets caused by political events is increasing. This is the result of the latest sentix policy barometer. After politics was largely seen as positive in the spring due to the consistent corona measures, the wind has changed. Brexit in particular, but also the important US election, are perceived as a negative factor.
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Significant increase in risk appetite - Indicator in focus
- Uploaded:
- 21.07.20
- Änderungsdatum
- 21.07.20
- File Size:
- 243 KB
- Version:
- 1.0
Significant increase in risk appetite
In the last few days, the stock markets have regained momentum and extended their recovery movements, which began in mid-March at the peak of the Corona crisis. This price rally coincides with a seasonally typical positive time window, namely the first half of July. Will the upswing continue or will the usual summer correction follow?
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Portfolio action requires justification - Indicator in focus
- Uploaded:
- 24.06.20
- Änderungsdatum
- 24.06.20
- File Size:
- 245 KB
- Version:
- 1.0
Portfolio action requires justification
In March 2020, investors were in panic. Sentiment was poor and fears that the corona virus and lock-down measures would derail the global economy caused panic. And this in turn led to low investment levels and defensive positioning. But now, at the end of June, everything is better. Is it?
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Are crude oil prices surprisingly positive in summer? - Indicator in focus
- Uploaded:
- 20.05.20
- Änderungsdatum
- 24.06.20
- File Size:
- 331 KB
- Version:
- 1.0
Are crude oil prices surprisingly positive in summer?
For the bulls in the crude oil market there was not much reason to be happy in 2020. Not only in the wake of the Co-rona crisis did prices come under heavy pressure. There was even a "singularity" in the US oil grade WTI at the end of April, when prices fell below the USD 0 mark on one day. But now there are signs of a chance of recovery.
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Retail sector with relative strength - Indicator in focus
- Uploaded:
- 14.05.20
- Änderungsdatum
- 14.05.20
- File Size:
- 195 KB
- Version:
- 1.0
Retail sector with relative strength
The corona crisis is having a major impact on the stationary retail trade and manufacturers of the products sold there. Looking at data from platforms such as hystreet.com, customer frequency, for example in German cities, is still well below pre-crisis levels, despite the relaxation steps that have now been taken.
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Defensive positioning supports equities - Indicator in focus
- Uploaded:
- 29.04.20
- Änderungsdatum
- 29.04.20
- File Size:
- 266 KB
- Version:
- 1.0
Defensive positioning supports equities
Due to the fact that the March plunge was strong and fast, even the current price rally does not lead to a complete elimination of the oversold market situation. Investors mistrust the price development, which can be seen in the negative sentiment. As a result, there is still further potential for recovery.
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The confidence in real estate is declining - Indicator in focus
- Uploaded:
- 22.04.20
- Änderungsdatum
- 22.04.20
- File Size:
- 0 B
- Version:
- 1.0
The confidence in real estate is declining
On the surface, the corona crisis affects the leisure and tourism industry in particular. Investors in real estate still think they are on the relatively safe side. But the sentix Styles indices show that the real estate sector is also being viewed increasingly critically. Are there still major negative effects here?
