"The Fed is unlikely to meaningfully shift toward the tapering direction and the bond market will continue to have bouts of fear-based volatility," says Arnim Holzer. He weighs in on the concern around what happens after the global recovery starts moving money abroad and away from the U.S. dollar. His sectors to watch are health care and utilities, and he is currently long FXI, SLV, XLU, and KIE.