The Boston Company

CFA, Industrials and Resources

CFA, Capital allocation, macro perspective, portfolio construction

Information Technology, Telecommunication Services

Health Care

Consumer Staples

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.