HomeBusinessHousingLong Energy, Materials, Financials, Homebuilders
Long Energy, Materials, Financials, Homebuilders

"With energy there is still more upside after the 2021 and year-to-date performance as capex discipline, return of capital, and repaired fundamentals are all still positive drivers. Also, materials plays could be inflation versus the metals and mining industry. There is opportunity for managers to add value versus domestic benchmarks," says Greg Swenson. For the short-term, he states that speculative growth remains a central theme.

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