Energy, transportation, and private credit offer strong investment opportunities amid economic growth and value rotation.

Investor Leo Nelissen highlights compelling investment opportunities in energy stocks, transportation, and selective private credit sectors. Energy stocks have pulled back from previous gains, presenting attractive entry points, while transportation data supports bullish bets on companies like ODFL and UNP. Private credit, especially business development companies (BDCs), offers yield and resilience in a higher interest rate environment. These sectors benefit from accelerating economic growth and cyclical value rotation, suggesting potential for strong returns.