Aaron Dunn, portfolio manager at Morgan Stanley's U.S. Value Fund , noted the "great deal of volatility" in markets following the election result, as markets reprice "what had been a 50/50 election."
Speaking to CNBC's "Squawk Box Asia" on Tuesday, Dunn, who's also co-head of value equity at Morgan Stanley, identified three stocks he is betting on following the election result.
It's a diversified play in this, [that] you're getting it for just above the market multiple, with a solid runway of growth," Dunn added.
According to FactSet data, of 30 analysts covering the stock, 26 give it a buy or overweight rating.
He added that the company should increase its long-term growth rate guidance, given the growth in AI data centers.
Persons:
Donald Trump's, Aaron Dunn, Dunn, who's, Morgan Stanley, you've, —, Trump, They're
Organizations:
Morgan, Value, Biden Administration, Trump, U.S ., MAA, NextEra Energy
Locations:
Morgan Stanley's, U.S