Global stock markets may be coming under pressure from geopolitical tensions and sticky inflation — but one portfolio manager sees potential in several stocks. "There are always investment opportunities to be found in all market conditions. We're looking out for stocks that we think are better than the market currently believes," Rob Hinchliffe, managing director and equity analyst at PineBridge Investments, told CNBC Pro last month.
Among the top holdings in his fund are Microsoft , Alphabet and Nvidia — all part of the so-called "Magnificent Seven." The portfolio manager noted that they "clearly led the market last year based on fantastic earnings growth by and large." However, Hinchliffe said that his fund has an underweight rating on the Magnificent Seven. He instead has his sights set on five under-the-radar stocks offering "lots of opportunities." They include U.S.