Emerging markets, industrial stocks and utilities: Three investment strategies from the studio

Key Points Lombard Odier's Woods sees a rotation story from developed markets into emerging markets Kepler Cheuvreux's Philippe Ferreira is seeing opportunities in utilities and telecommunications Amundi's Guy Stear is eyeing opportunities in industrial stocks, because of the AI trend U.S. futures are pointing lower early Monday, after the S & P 500 and the Nasdaq closed at record highs on Friday. European stocks are mostly lower in today's trade, as investors watch for signs of progress in Middle East talks, with the FTSE 100 closed for a U.K. Bank Holiday. European auto stocks are under pressure today after President Trump threatened to increase tariffs on imported vehicles from 15% to 25%, effective this week. The news came during trading hours on Friday, but European markets were closed for a public holiday so losses were felt on Monday. Across Asia, China and Japan were closed for public holidays, but South Korea's Kospi closed at a record high, boosted by Samsung Electronics and SK Hynix. Here are three investment strategies we heard out of CNBC's Singapore and London studios to help navigate the noise. EM rotation John Woods, CIO and head of investment solutions, Asia at Lombard Odier expects improved investor flows into emerging markets at the expense of developed market peers. "This is the likely thesis that will drive performance in the months and quarters ahead", he said. …