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.
Switzerland Neuesten Nachrichten, Switzerland Schlagzeilen
Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.
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.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »
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.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »
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.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »
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.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »