From electric vehicles, artificial intelligence and geopolitics, opportunities are seized by looking at disruptive changes in the global economy, according to Kingsley Jones of boutique advisory firm Jevons Global.
CNBC's Will Koulouris asked Jones, the firm's founder and CIO, about investing opportunities amid major global shifts — such as the competition between the U.S. and China, the energy transition and artificial intelligence.
Jones is bullish on the usual Big Tech names, but says they're "boring."
"This year our attention has turned to under-valued growth stocks that are natural beneficiaries of AI," he added.
To discover more on the themes — and stocks and ETFs — that Jones likes, join CNBC Pro Talks on Thursday, Jan. 25, at 6:30 a.m. BST / 2:30 p.m. SGT / 1:30 a.m. ET.
Learn more from our previous Pro Talks:
- Portfolio manager explains why he has the 'most conviction' in this China tech stock
Fund manager reveals the one energy stock to buy right now
Forget Tesla. Portfolio manager names another way - and stock - to play the EV market
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