CNBC Pro Talks: From weight loss drugs to AI winners, CIO set to reveal his top stocks

📆 16/07/2024 07.52.00
📰 CNBC

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Investment Strategy Berita

Steve Sedgwick,Exchange-Traded Funds,Eli Lilly And Co

CNBC's Arjun Kharpal will ask Tema ETFs' Yuri Khodjamirian how to invest in weight loss drugs, AI, U.S. reshoring and more.

Weight loss drugs and artificial intelligence have been dominating headlines, with investors betting that stocks in both categories have big potential upside. On Wednesday's Pro Talks , CNBC's Senior Technology Correspondent Arjun Kharpal will ask Tema ETFs' Yuri Khodjamirian how to best invest in these areas and more. Got a question for Khodjamirian? Submit it here.

Another key theme to watch, according to Khodjamirian, is the U.S. reshoring trend, as geopolitical risks and fragile supply chains lead to a shift in manufacturing that is set to give a number of stocks a boost.Before Tema ETFs, Khodjamirian spent over a decade at Majedie Asset Management, overseeing U.K. and global portfolios. As co-manager of the Majedie U.K. Income Fund, he helped build it from the start to a point of holding several billion dollars in assets.

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S&P 500, Nasdaq close at all-time highs ahead of inflation data and second-quarter earnings reportsBrian Evans is an investing trends reporter for CNBC Pro.
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