Look for companies exploiting new technologies
Many worry tech stocks are becoming pricey
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Natalie Kenway reports from San Francisco on the companies that are planning for a future of electric vehicles, anti-ageing technology and 3D printed limbs, with their growth posing a serious threat to older rivals.
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
Owns £120m of shares in parent company Alphabet