- The reflation trade remains in focus given positive expectations for economic growth and ongoing inflation concerns with bond yields rising.
- For income-seeking investors, MLPs and midstream offer attractive income and stand to benefit from a continuation of the reflation trade given their energy exposure.
- For those wanting exposure to the reflation trade with greater diversification, the equal weighting of the S-Network Sector Dividend Dogs Index (SDOGX) results in overweight exposure to energy compared to other broad market indexes.
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