Picks in our theme include oil and gas bellwether Exxon Mobil (XOM), which has gained a whopping 43% this year, and Chevron (CVX), which is up by about 23%. For example, personal savings have surged through the pandemic and the continuation of the low-interest rate environment over the next two years could also translate into higher pricing for goods and services. The theme is predominantly comprised of stocks from the banking, insurance, consumer staples, and energy sector, which stand to benefit from higher inflation in the longer run.