The outlook for equity markets looks uncertain this year, given higher-for-longer interest rates , rising inflation and U.S. President-elect Donald Trump’s return to office. As investors ponder how — and where — to invest, CNBC’s Tanvir Gill will quiz portfolio manager Knut Gezelius on where he sees opportunities in the current market. Pro subscribers can submit questions here. Gezelius is a lead portfolio manager at Skagen Global, managing $3.6 billion euros ($3.7 billion) in assets under the Skagen Global A fund . Launched in 1997, the fund seeks to identify undervalued companies with attractive risk-reward for long-term investors. The value investor prides himself on making investments that go against the tide. His fund returned 23.75% in the 12 months to the end of November, although this was below its benchmark index. Top holdings include Alphabet Inc , Canadian Pacific Kansas City , JPMorgan Chase and MSCI Inc . Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, where he served as an executive director in the Global Equity team. Prior to that he held positions at as a senior lead analyst at power generation and distribution firm Entergy Corporation and senior consultant at investment management firm Applied Value Group. To watch Gezelius’ top investment ideas, click here to join CNBC Pro Talks on Wednesday, January 15, at 2:30 p.m. Singapore / 6:30 a.m. London / 1:30 a.m. ET. Learn more from our previous Pro Talks: ‘The next Nvidia’: Broadcom is the AI chip stock to own in 2025, investor says Related coverage from Pro: These 4 ETFs have outperformed the S & P 500 over the past five years From EVs to beauty: Strategist names four stocks to buy in 2025 ‘A unique opportunity’: Portfolio manager names 3 Indian stocks to buy in 2025
The outlook for equity markets looks uncertain this year, given higher-for-longer interest rates, rising inflation and U.S. President-elect Donald Trump’s return to office.
As investors ponder how — and where — to invest, CNBC’s Tanvir Gill will quiz portfolio manager Knut Gezelius on where he sees opportunities in the current market.
Pro subscribers can submit questions here.
Gezelius is a lead portfolio manager at Skagen Global, managing $3.6 billion euros ($3.7 billion) in assets under the Skagen Global A fund. Launched in 1997, the fund seeks to identify undervalued companies with attractive risk-reward for long-term investors.
The value investor prides himself on making investments that go against the tide. His fund returned 23.75% in the 12 months to the end of November, although this was below its benchmark index. Top holdings include Alphabet Inc, Canadian Pacific Kansas City, JPMorgan Chase and MSCI Inc.
Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, where he served as an executive director in the Global Equity team. Prior to that he held positions at as a senior lead analyst at power generation and distribution firm Entergy Corporation and senior consultant at investment management firm Applied Value Group.
To watch Gezelius’ top investment ideas, click here to join CNBC Pro Talks on Wednesday, January 15, at 2:30 p.m. Singapore / 6:30 a.m. London / 1:30 a.m. ET.
