ZfU Kapitalanlegertagung 2018

ZfU Kapitalanlegertagung 2018

Behavioral Finance im Fokus

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Market psychology

Market psychology

The power of emotions

The power of emotions affect prices and trends in the markets.

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Euro Break-up Index

Euro Break-up Index

Will the Euro break-up?

What's the risk that the Euro breaks up? Which country is the most exposed? Whats the routes of infection?

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First mover advantage

First mover advantage

Be the earliest bird in town...

Know what more than 4500 investors expecting worldwide - almost in real time.

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Sentiment research

Sentiment research

Professionally and accurately!

Weekly analysis of current market sentiment in German and English - for active participants free of charge!

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Broad spectrum

Broad spectrum

Indicators on stocks, bonds, currencies and commodities

Sentiment on stocks, bonds, currencies and commodities - from institutional and private investors!

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sentix ASR Essentials 32-2017

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Sentiment poles apart on Equities versus Gold

The latest sentix survey provides a unique insight into investors’ opinion of markets at the end of a turbulent week. A bout of ‘risk-off’ can be seen in survey responses on sector preferences, with Autos pessimism versus the market reaching historic extremes, while sentiment has sharply improved towards Utilities. At the same time, sentiment on the near-term outlook for Gold has reached the high-end of its historic range. In contrast, investor sentiment on equities has also fallen to the low-end of its historic range. Interestingly, however, near-term pessimism has not undermined investors’ increasingly positive medium-term strategic bias on equities. Geo-political concerns appear to have shaken investors’ confidence on the near-term, but have not stirred them to re-assess their upbeat views on the medium-term outlook for equity markets. See page 2 and 3 for charts.

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sentix Investmentmeinung 31-2017

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Euro vor Gewinnmitnahmen

Die Währungsmärkte stehen weiter im Fokus. Besonders trifft dies auf den Euro zu, der sich in den letz-ten Wochen stark befestigt hat. Die Erwartungen einer baldigen beherzten Zinswende der EZB stehen mit Blick auf die sentix Konjunkturindizes und die Themenbarometer jedoch auf relativ wackeligen Beinen. In Verbindung mit einer Abschwächung im Strategischen Bias sowie der deutlichen Euro-Longpositionierung der Anleger ergibt sich eine Chance auf eine Euro-Abschwächung.

Geänderte Einschätzungen: EUR-USD, US-Bonds

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 31-2017

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Inflation expectations still benefitting bunds

Investor pessimism on Bunds has receded in the past couple of weeks, while survey respondents are also becoming less negative on Bunds from a medium-term strategic perspective, with survey readings much less downbeat than they were at the start of this year (see Chart 9, page 4). Monthly questions on bond ‘themes’, suggest investors view inflation as a much less Eurozone bond-bearish theme than it was coming into 2017. In contrast, economics is still seen as a notably bearish theme for bonds. While inflation expectations appear to be continuing to win out over bond concerns over economics as a theme, it may still leave bunds at risk from any signs that inflation is not as benign as believed. See Page 2 for charts.

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The economy is going through the zenith

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The sentix economic indices are regarded as the "first mover" of the economic early indicators. These indexes have often been the first to show the turning points of economic dynamics. Therefore, the current values of the August survey among more than 1,000 investors make you listen. Around the world, expectations are dropping, led by the US with the fifth consecutive decline! Trump works, but other than desired by him. The German model boy also loses a lot of speed. The scandal surrounding the car industry has the potential to become an economic mood killer.

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Stabilized Eurozone

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During the silly season, political topics are scarce goods in Euroland. In fact, awareness is completely focused on the stabilization of the Euro. This is an indication for investors that the Eurozone solidarity is increasingly stable. In this environment, the Euroland overall index of the sentix Euro break-up index has hardly changed. Its marginal adjustment in July from 8.6% to 8.9% shall not be interpreted turn around or warning signal, but rather is due to its meanwhile low value. This can also be seen in low values of measured exit risks of individual Eurozone countries.

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