Bianco thinks the Fed will finally be ready for a rate hike in September, and expects to see more signals of a hike in the coming months. When this happens, Bianco says that stock performance will be dependent on long-term Treasury yields staying low.
Bianco adds that Greece, ISIS and the gearing up US Presidential election could all have a significant impact on stocks in the coming months.
Based on these forecasts, Bianco also provided a list of 16 mid and small cap stocks to buy now, listing Buy-rated stocks with market caps above $800 million and expected EPS growth greater than 8% for 2015.
We've collected Bianco's list here, ranking the stocks by market cap from smallest to largest.