This past December, Martin Adams predicted that the S&P 500 index would close 2013 at 1,390. In case you're wondering if she's more bullish now, the answer is yes: she has since raised that price target to 1,440. That's still 15% lower than the market is right now.
(Related: US stock futures slip after jobs data)
However, Martin Adams sees some bright spots in three sectors: financials, consumer staples, and health care.
Financials have gotten a lot of attention recently because of how well they've done. The Financials SPDR (the XLF), an ETF which tracks the financial services industry, is up nearly 27% this year alone. The sector has rallied on its revenue and earnings growth. According to data from the Thomson Reuters, financial services companies in the S&P 500 saw their most recent quarter revenues rise 6.4% and their earning grow 28.5%.
While Martin Adams sees financials continuing to outperform the market, that's not her pick for best sector to invest in for the rest of 2013. Because she believes interest rate uncertainty will make financials services a more volatile sector, her choice instead is in the health care sector. If that sounds surprising, you're not alone: 76% of health care stocks in the S&P 500 have surprised the market with higher-than-expected earnings this quarter. That's the highest of any sector.
(More: CNBC's health care coverage)
In her interview with Talking Numbers, Martin Adams gives three reasons why she thinks health care is where investors should be for the remainder of 2013.
To hear why Martin Adams believes health care is a buy, what the video above.