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. Looking ahead to 2025, Beneby expects the U.S. to log higher growth of around 2.5%, up from 2% previously. She is especially bullish on large cap quality growth companies which "have been able to withstand higher interest rates." Beyond these companies, Beneby is still looking favorably at large-cap tech stocks globally and sees potential, especially in companies in cloud computing and artificial intelligence.

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Persons: Julius Baer, that's, Kunal Kapoor, Beneby, Donald Trump's, —, Lisa Kailai Han, Alex Harring Organizations: Julius, Julius Baer International, CNBC Pro, Nasdaq, Apple, Microsoft, Nvidia, Tesla Locations: U.S