sentix ASR Essentials 45-2017

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Investors poles apart on Media and Energy

The latest sentix survey provides an insight into investors’ opinion on European markets and sectors as we move deeper into Q4. At a market level, sentiment towards equities has suffered a setback in recent weeks, though the latest survey also revealed a modest increase in investors’ medium-term strategic bias on indices. At a sector level, a month ago we highlighted the deep pessimism that overhung both Retailing and Media. While Retail pessimism has moderated in the past month, investors remain deeply downbeat on Media, with readings again running at historic lows. On the other side of the sentiment divide investors have become markedly more optimistic on Energy, with survey readings reaching five-year highs, even as optimism on Oil has modestly receded as this month’s OPEC meeting draws nearer. Investors are poles apart on Media and Energy. See pages 2 and 3 for charts.

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