sentix ASR Essentials 42-2016

Print

Written by Manfred Hübner | 23 October 2016
Posted in sentix Weekly

EM optimism chimes with constructive views on Commodities

The latest sentix survey points to an increasingly negative strategic bias on Eurozone bonds among those investors surveyed, set against a notably positive medium-term bias on equities, whether developed or emerging market. On the latter front, continued optimism on emerging market equities as an asset class chimes with a revival in sentiment towards commodities, underlining once again that sentiment on both asset classes remains closely linked. In the case of commodities, sentiment is not being undermined by investors’ optimism on the near-term outlook for the US dollar versus Yen and the euro (Charts 2-4, p2).

Click here for the full report

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information