STORY: "We like energy. We like global health care," von Lipsey continued. "Those are things that will provide an income, that will be resilient to continued inflationary pressure and will be less, less, less, less susceptible to being really hurt by or being whipsawed by changes not only in consumer and consumer preferences, but also in the numbers - of whether inflation is up, whether it's down, whether the Fed hike is 50 or 75 basis points."