CNBC Pro Talks: From AI to U.S.-China rivalry, one CIO shares how — and where — to invest

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.

Join CNBC's Will Koulouris as he asks 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.

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