Quantitative tightening, very very frightening?

The start of a new year saw a large rotation away from so called Growth stocks into cheaper, Value stocks. The catalysts? Often many more than fit a neat narrative.

However, there is no doubt that rising and more persistent inflation, quantitative easing being replaced by tightening, alongside a new era of rising interest rates, have all played a part.

Stellar’s Investment Director Stephen English explored what this means for equities and the AiM IHT strategy more specifically, and how we are positioned to take advantage of any regime change between traditional Growth and Value stocks.