If you don't know where to invest here are two ideas

Electricity and gas prices are rising as oil and gas prices are up about 20% this year. Utility companies are benefiting from higher prices. And these trend might not slow down for some time. Australian electricity and gas giant, AGL $AGL Energy Ltd (AGL.AU)$ , has already seen it's shares jump 40% this year.

Inghams $Inghams Group Ltd (ING.AU)$ share's are up 30% this quarter. The chicken business is seeing increasing demand for affordable meat. It's also experiencing greater profits, as its business costs are down, thanks to a 30% drop in the wheat price (this year). And that's a big deal as Wheat accounts for 70% of the cost of raising a chicken.