Presse- und Medienarchiv
Folder: 2023 and before
Files:
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Politics is very trustworthy - Indicator in focus
- Uploaded:
- 15.04.20
- Änderungsdatum
- 15.04.20
- File Size:
- 236 KB
- Version:
- 1.0
sentix policy barometer: Politics is very trustworthy, but...
The measures taken by governments worldwide to combat the corona pandemic through decisive action and exces-sive fiscal and monetary measures are viewed positively by investors. But there is one area where concerns are growing!
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Contrarian opportunities with crude oil - Indicator in focus
- Uploaded:
- 31.03.20
- Änderungsdatum
- 15.04.20
- File Size:
- 310 KB
- Version:
- 1.0
Contrarian opportunities with crude oil
Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?
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April, April - Indicator in focus
- Uploaded:
- 24.03.20
- Änderungsdatum
- 24.03.20
- File Size:
- 346 KB
- Version:
- 1.0
April, April …
"Just an April Fool's joke" - how we would like to say that this year in relation to the Corona virus. But the virus, and even more so the economic effects are unfortunately absolutely real. Will April now bring the hoped-for reversal of the equity market?
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Welcome to Absurdistan - Indicator in focus
- Uploaded:
- 10.03.20
- Änderungsdatum
- 10.03.20
- File Size:
- 539 KB
- Version:
- 1.0
Welcome to Absurdistan
Anyone who thought that the bond markets had already experienced their greatest possible exaggeration in the summer of 2019 has recently been proven wrong in the wake of the Corona crisis. We would not have thought that the yield on 10-year Bunds could once again reach a new all-time low. For US bonds we were somewhat more opti-mistic (and therefore had a long position in our fund here), but a fall in interest rates from 1.5% to 0.5% within a month was beyond our imagination.
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Bonds run hot - Indicator in focus
- Uploaded:
- 04.03.20
- Änderungsdatum
- 04.03.20
- File Size:
- 296 KB
- Version:
- 1.0
Bonds run hot
In the course of the great uncertainty about the spread of the corona virus and the resulting economic consequences, shares have recently come under severe pressure. At the same time, investors have once again sought out safer havens. A wise decision?
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The Ides of March - Indicator in focus
- Uploaded:
- 25.02.20
- Änderungsdatum
- 25.02.20
- File Size:
- 220 KB
- Version:
- 1.0
The Ides of March
The "Ides of March", the anniversary of Julius Caesar's death, are also a special date on the financial markets. Often around this date (March 15th of a year) important trend changes or acceleration phases in existing trends take place. This can be seen in the seasonal charts of stocks, currencies and bonds.
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Trump no longer the political nightmare - Indicator in focus
- Uploaded:
- 19.02.20
- Änderungsdatum
- 19.02.20
- File Size:
- 239 KB
- Version:
- 1.0
sentix policy barometer: Trump no longer the political nightmare
The latest sentix policy barometer reveals that investors no longer see the person of the US president as a burden on capital market development. The partial agreement in the trade dispute has also contributed to this.
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Is the worst already over? - Indicator in focus
- Uploaded:
- 03.02.20
- Änderungsdatum
- 03.02.20
- File Size:
- 298 KB
- Version:
- 1.0
Is the worst already over?
Will the corona virus plunge the global economy into recession? Are further restrictions in everyday life to be expected in the short term? And how will governments and central banks react?
These are just some of the current uncertainties facing investors. What is the mood on the markets and how should one act now in the portfolio? This is the question we are looking into in the current "indicator in focus" issue.
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Investors love technology stocks (even more) - Indicator in focus
- Uploaded:
- 14.01.20
- Änderungsdatum
- 14.01.20
- File Size:
- 204 KB
- Version:
- 1.0
Investors love technology stocks (even more)
In November 2019 we last highlighted European technology stocks. Investor sentiment for this sector was already dazzling back then. At the start of 2020, investors are going one step further. One too much?
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Financial services in the shadow of banks - indicator in focus
- Uploaded:
- 17.12.19
- Änderungsdatum
- 17.12.19
- File Size:
- 192 KB
- Version:
- 1.0
Financial services in the shadow of banks
The negative sentiment of the banks radiates to the financial services sector. Nevertheless, the performance of this sector is anything but bad. The refusal of investors seems to benefit the sector.
