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Strategists’ stock picks for 2015’s economy

A Gulfstream G280 jet, by Gulfstream Aerospace Corp., a unit of General Dynamics.
Brent Lewin | Bloomberg | Getty Images
A Gulfstream G280 jet, by Gulfstream Aerospace Corp., a unit of General Dynamics.

The major drivers of the 2015 stock market are a maturing economic recovery, a continuing drop in oil prices, and a likely short-term interest rate hike from the Federal Reserve.

With those conditions in mind, several analysts and major research firms recommend two sectors for 2015: financials and industrials.