The summer months may be volatile and difficult, but that doesn't mean investors can't make money, market expert Katie Nixon said Friday.
The chief investment officer for wealth management at Northern Trust is still bullish on U.S. equities and anticipates high, single-digit returns this year.
Specifically, Nixon, who guides the management of $233 billion in assets, likes financials and health care.
While she may be "a bit concerned" about health-care valuations, she said the fundamentals are really strong from both a supply and a demand perspective.
"There are some really fundamental tailwinds that we think will support health-care stocks going forward," Nixon said in an interview with CNBC's "Power Lunch."
"Clearly we're seeing heightened M&A activity that also provides a lot more interest in the sector as well."