At a time when investors are mixed on the U.S. market, one portfolio manager remains optimistic and sees reasons to stay invested. "We really like the U.S.," Aneka Beneby, portfolio manager at Julius Baer International, told CNBC Pro last month. "Now that the election result is clear and behind us, we can reasonably assume a higher growth rate in the U.S., and that's probably going to lead to an end of year rally," she said. Her comments come as U.S.
"There are some tactical things that you can do given what's going on," she explained. Aside from the U.S., the long-term investor is also keeping watch on opportunities in global companies with diversified revenue sources across countries. She is especially bullish on large cap quality growth companies which "have been able to withstand higher interest rates.
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