Following first US rate hike since 2006
Widely expected by industry
Believes in rebound in technology spending
Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.
In a market laced with uncertainty and doubt, investors have more than turkey to chew on during the traditional festive period, and the mulled wine offers a welcome tonic after a year of anaemic growth and dashed expectations.
Antoine Lesné, head of ETF sales strategy EMEA at State Street Global Advisors, analyses what an interest rate hike by the Federal Reserve would actually mean for investors, and how they should be positioned.
Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.