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stocks the place to be post qe says soikkeli

Real assets will continue to perform strongly after the US winds down its quantitative easing programme, according to Pohjola Bank equity strategist Jarkko Soikkeli

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In a video interview with Expert Investor Europe magazine editor Dylan Emery, recorded at this month’s Expert Investor Finland event, Soikkeli said investors should view the end of developed world QE as a long-term positive for stock markets, despite the likelihood of short-term volatility.

However, he warned that investors should focus on companies exposed to robust economies. “I think the key is that you would be placed in markets, or your company would be delivering to markets, that are strong enough to withstand the withdrawal of QE,” he said.

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