Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
Tim Gramatovich is the CIO of Peritus Asset Management, and the Portfolio Manager of the AdvisorShares Peritus High Yield ETF (NYSE: HYLD)
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