Managed by The Boston Company
‘First thematic fund launch’ in onshore range
Value stocks to outperform
Rising rates also a boost
Managing Director and Senior Portfolio Strategist, The Boston Company
CFA, Consumer Discretionary
CFA, Industrials and Resources
CFA, Capital allocation, macro perspective, portfolio construction
Information Technology, Telecommunication Services
CFA, CPA, Portfolio Strategist
By Esther Armstrong, BNY Mellon Investment Management
With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.
Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates
US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.
BNY Mellon Fund Managers is changing the name and investment remit of the BNY Mellon American fund, managed by its US subsidiary the Boston Company Asset Management.
The Boston Company AM's Saffaye analyses recent US data.