Highland Says Trump Would Boost Defense, Clinton Health Care

  • Oil seen winning with Republican; Democrat may favor solar
  • Materials sector could benefit either way, asset manager says

Democratic presidential nominee Hillary Clinton greets supporters during a campaign rally on July 31, 2016, in Columbus, Ohio.

Photographer: Justin Sullivan/Getty Images
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If you think Donald Trump is headed for victory, consider betting on defense stocks. Predicting a Hillary Clinton presidency? Try health-care services.

So says Highland Capital Management, a $17 billion asset-management firm that’s mapping out how to play the contentious U.S. election.