INVESTMENT STRATEGY
THE MONE¥
PRINTCR$
Cherry Reynard looks at
three smaller AIC sectors
that are at different
stages of the QE cycle
I
nvestors looking beyond the UK over the past 12
months have been well-served by following the
central bankers. Sectors such as Europe and Japan,
where large-scale quantitative easing programmes are
in place, have delivered strong returns. In contrast, the
prospect of interest rate rises has loomed over the US
stock market; this, combined with a strong dollar, has
held back returns to UK investors over the period.
R
SECT ILE
PR F
16
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