Meghan Shue, Wilmington Trust's CEO, is sharing her plan for the second half of the year. It starts on Thursday.She favors commodities, financials, energy and industrials as her strategy.The firm's head for investment strategy stated that the economic recovery is expected to continue and be a tailwind in stocks' favor on Friday's CNBC's Trading Nation.Unless there is a dramatic selloff this week, the market will continue to trade at record levels for the final six months of the year.Just last week, the S&P 500 closed at 4,280.70, an all-time record. The Dow gained 3.4% in the last week, its highest weekly performance since mid March.On Friday, the tech-heavy Nasdaq closed slightly higher. It's still up 2.35% for this week.Shue is positive about the wider market, but she also sees turbulence ahead.Shue, a CNBC contributor, stated that "we are expecting some consolidation, maybe even a pullback,"Shue, who manages $141.5 billion of assets, is neutral about growth stocks, especially Big Tech. The group is a crucial part of a portfolio that includes diversified investments. Shue wouldn't recommend getting too involved in the group as she believes that a rising 10-year Treasury yield will act as a headwind. Shue predicts it will reach at least 2.2% in the next 12 months.
