sentix Survey results (24-2023)
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18 June 2023
Posted in
sentix Weekly
Institutionals have particularly strong concerns
The different interest rate policy of the Bank of Japan compared with the other major central banks is fueling speculation on the currency side via the interest rate differentials. The yen continues to lose value, and investors are positioning themselves for a trend continuation. However, the medium-term strategic bias is taking a different path. These days, it is the medium-term outlook that particularly concerns investors in equities, bonds and currencies. In most cases, the bias clearly decouples from market movements and points in the opposite direction. This has consequences.
Further results
- Bonds: Lowest TD index since 2007!
- FX: Yen in focus
- sentix styles - Investor preferences & behavior
Click here for the full report (requires a sentix registration)
