It's been a tricky market for investors this summer, with everything from rising tensions abroad to fears of the Fed hiking rates sooner rather than later. Regardless of the market’s specific fear of the moment, John Canally of LPL Financial has his top three sector picks to weather whatever choppiness comes the market way.

Technology

Canally’s preference for the technology sector here is three-fold. He sees continued earnings acceleration, attractive valuations in the sector relative for others, and a positive outlook for cap-ex spending as companies replace obsolete equipment and software.

Industrials

Up next, Canally’s betting on big industrials. Like tech, the sector is attractive because he’s expecting a big pick up in cap-ex from companies and governments who can no longer afford to put off spending on new equipment and infrastructure projects. In addition, as global growth picks up, the industrials will be front and center booking new work in their upcoming project pipelines.

Emerging Markets

Canally’s last pick has investors looking overseas. While Canally and LPL general favor U.S. equities over international, within international there are some distinctions. After having a nice 2013, Canally is avoiding Europe and betting big on emerging markets. For Canally, the growth story in the emerging markets its too big to ignore for investors seeking some bigger gains (along with more risk).

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