CNBC’s Arjun Kharpal and Tema ETF’s Yuri Khodjamirian.
Weight loss drugs and artificial intelligence have been dominating the headlines, with investors betting that both categories of stocks have huge upside potential.
In a professional presentation on Wednesday, CNBC’s senior technology reporter Arjun Kharpal will ask Tema ETF’s Yuri Khodjamirian how to best invest in these areas and beyond.
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Khodjamirian is the Chief Investment Officer of Tema ETF and manages its Monopoly and Oligopoly ETFswhich hopes to provide investors with long-term growth through companies operating within a monopoly industry structure.
And weight loss pills Eli Lilly and Company and Novo Nordiskhe will discuss other promising weight-loss treatments still in development, as well as pharmaceutical stocks poised to benefit.
Khodjamirian will list his favorite “second-order winners” when it comes to artificial intelligence, such as financial and data companies, and semiconductor equipment manufacturers.
Another key theme to watch is the reshoring trend in the U.S. as geopolitical risks and fragile supply chains lead to a shift in manufacturing, which will boost many stocks, Khojamilian said.
Tema ETFs offers actively managed ETFs focused on the healthcare and life sciences sectors.
Prior to Tema ETFs, Khodjamirian spent more than ten years at Majedie Asset Management, overseeing UK and global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from its inception to holding billions of dollars in assets.
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