Corporate earnings are playing a key role in uncovering which sectors to invest in, according to one expert. "The past couple of years has been so macro driven - things like the dollar and the Fed - which have really dictated the performance of the equity market," said David Lebovitz, global market strategist at JPMorgan Asset Management. Because of the slow drift higher in stocks in recent years, Lebovitz thinks micro issues are coming back into play. As a result, he's focusing on sectors that are seeing robust bottom line growth and avoiding sectors with no growth, regardless of the reasons. TheStreet's Scott Gamm reports from Wall Street.
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