CNBC's Will Koulouris will ask the CEO of Infusive Asset Management how he harnesses the power of the consumer in the next Pro Talks.
When trying to assess the growth prospects of companies, portfolio manager Jack Dwyer says the consumer is king. CNBC's Will Koulouris will ask the CEO of Infusive Asset Management how he harnesses the power of the consumer in Pro Talks on Wednesday, April 24. The top holdings of Infusive's Consumer Alpha Global Leaders Fund include Amazon , Netflix and Alphabet , in addition to consumer stocks such as McDonald's , LVMH and PepsiCo .
When selecting stocks, Dwyer urges investors to avoid making generalizations about consumer strength on a country basis, and highlighted a divergence across the luxury sector.
Steve Sedgwick Amazon.Com Inc Netflix Inc Alphabet Inc Mcdonald's Corp LVMH Moet Hennessy Louis Vuitton SE Pepsico Inc. Business News
United States Latest News, United States Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Opinion: How to be pro-Palestinian, pro-Israeli and pro-IranianIran’s missile and drone attack on Israel over the weekend was a game-changing escalation that requires some game-changing rethinking on the part of Israel and its most important ally, the United States. I call it “the three-state solution.”
Read more »
When Tesla shares fall, these 6 stocks tend to rise, according to recent historyCNBC Pro screened for stocks that were inversely correlated to Tesla's over recent weeks.
Read more »
These 10 oil stocks are the most — and least — sensitive to price swings amid Iran-Israel tensionsCNBC Pro screened for stocks that are highly correlated with Brent crude oil prices.
Read more »
These 4 stocks can help investors play defense as inflation rattles the marketCNBC Pro screened for S&P 500 stocks that fit the bill as defensive options.
Read more »
Friday's analyst calls: Netflix seen adding to huge gains, Krispy Kreme gets upgradeThis is CNBC Pro's live coverage of Friday's analyst calls and Wall Street chatter.
Read more »
These are the cheapest stocks in the S&P 500 at the start of the second quarterCNBC Pro screened for names that may offer value.
Read more »