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Unum Cap­i­tal’s Rob Pi­etropaolo be­lieves the US mar­ket is get­ting a lit­tle ex­pen­sive and the real op­por­tu­ni­ties are in Europe. “The US is over­done. Euro­pean stocks are trad­ing be­low their 30-year av­er­age; there are signs of a turn­around af­ter a few years of down­time.”

The signs are there that the growth run be­ing pre­dicted could be the fastest in five years, he says, ad­ding that the key sec­tors to watch are en­ergy, chem­i­cals, com­modi­ties and util­i­ties.

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