We liked energy before the Russia invasion of Ukraine, and we like it even more now, says Ahmed Riesgo, Chief Investment Officer, Insigneo. He thinks oil has the possibility to hit $150 or higher. He like names outside the U.S. He also likes nuclear power saying it is much cleaner and less dangerous than it used to be. He likes the Global X Uranium ETF (URA). Ahmed says they also like defense stocks for the long term as they expect regional wars to continue. They are looking to Chinese stocks for the short term and the Chinese sovereign bond market for the long term.