KVB, i think energy is allways a safe bet but why you dont do the passive investment strategy ?
Buy an good index with some price reduction. Like SP500 the next time it goes down like 20%.
In the mean time you could buy some bonds just for not getting eaten by inflation. The plus is that Bonds will be higher the moment the stocks go down. Its a win/win situation for "passive" investment strategy.
ishares by blackrock has some good ETFs.
You could go for ETFs in energy.
Here's one graph for thought