Tema ETFs’ Yuri Khodjamirian on weight loss drugs, AI 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. Khodjamirian is the chief investment officer of Tema ETFs and manages its Monopolies & Oligopolies ETF , which looks to provide investors with long-term growth through companies that operate in monopolistic industry structures. As well as the obesity drugs of Eli Lilly and Novo Nordisk , he’ll discuss other promising weight loss treatments still in development — and the pharma stocks that stand to benefit. On artificial intelligence, Khodjamirian will name his favorite “second-order winners,” such as financial and data companies, as well as semiconductor equipment manufacturers. 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. Tema ETFs offers actively managed ETFs, with a focus on healthcare and life sciences. 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. Click here to join CNBC Pro Talks on Wednesday, July 17, at 7 a.m. ET / 12 p.m. BST / 7 p.m. SGT. Submit your questions here. Learn more from our previous Pro Talks: ‘Highest return’: Outperforming fund manager names the best ETFs to play India right now This stock is ‘one of the cheapest ways’ to play India’s infrastructure boom, fund manager says From banks to beauty: Fund manager says AI is giving these companies ‘phenomenal’ uplift Related coverage from Pro: There’s a major bottleneck in AI data center expansion, analysts say. Here’s how to play it Worried about Nvidia? This stock offers a clue about when AI will go mainstream, says Scotiabank Wealth manager reveals where – and how – the super-rich are investing
CNBC’s Arjun Kharpal and Tema ETFs’ Yuri Khodjamirian.
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.
Khodjamirian is the chief investment officer of Tema ETFs and manages its Monopolies & Oligopolies ETF, which looks to provide investors with long-term growth through companies that operate in monopolistic industry structures.
As well as the obesity drugs of Eli Lilly and Novo Nordisk, he’ll discuss other promising weight loss treatments still in development — and the pharma stocks that stand to benefit.
On artificial intelligence, Khodjamirian will name his favorite “second-order winners,” such as financial and data companies, as well as semiconductor equipment manufacturers.
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.
Tema ETFs offers actively managed ETFs, with a focus on healthcare and life sciences.
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.
