CNBC Pro Talks: Asset manager Patrick Armstrong on Big Tech, market outlook and stocks to short

As investors continue to navigate a slew of risks, CNBC's Joumanna Bercetche asked Patrick Armstrong, chief investment officer at Plurimi Wealth, for his views on where markets are going, defensive vs. growth strategies, which stocks to buy – and what to short.

Armstrong manages funds including the Plurimi AI Global Equity Strategy. The fund, which beat the MSCI World index to rise 8.2% in October, counts Apple, Google-parent Alphabet, semiconductor giant ASML