CNBC Pro Talks: Amazon, LVMH and more — fund manager reveals the consumer stocks to buy right now

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Steve Sedgwick,Amazon.Com Inc,Netflix Inc

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.

 

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