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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. To discover Dwyer's top stock picks, j oin CNBC Pro Talks on Wednesday, April 24 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m.
Persons: Jack Dwyer, CNBC's Will Koulouris, Dwyer, Hermes, Morningstar, Will Koulouris Organizations: Infusive, Management, Infusive's Consumer Alpha Global, Fund, Amazon, Netflix, PepsiCo, Nvidia Locations: LVMH, millennials
From electric vehicles, artificial intelligence and geopolitics, opportunities are seized by looking at disruptive changes in the global economy, according to Kingsley Jones of boutique advisory firm Jevons Global. Jones is bullish on the usual Big Tech names, but says they're "boring." "This year our attention has turned to under-valued growth stocks that are natural beneficiaries of AI," he added. To discover more on the themes — and stocks and ETFs — that Jones likes, join CNBC Pro Talks on Thursday, Jan. 25, at 6:30 a.m. BST / 2:30 p.m. SGT / 1:30 a.m. Learn more from our previous Pro Talks: Portfolio manager explains why he has the 'most conviction' in this China tech stock Fund manager reveals the one energy stock to buy right now Forget Tesla.
Persons: Kingsley Jones, Jevons, Koulouris, Jones, Goldman Sachs Organizations: U.S, Big Tech, CNBC, BYD Locations: China
Join CNBC's Will Koulouris as he quizzes Nick Griffin, chief investment officer of Munro Partners, on the AI theme, Big Tech, and how to play stocks such as Nvidia and Microsoft . Munro Partners, with $4.3 billion Australian dollars under management, is focused on global growth stocks. The Munro Global Growth Fund's top five holdings are Alphabet , Amazon , Nvidia , Visa and Microsoft . The firm has another growth-focused fund, the Munro Concentrated Global Growth Fund, with a return of 12% per annum since its inception in 2019. He has been with Munro Partners since 2016 and before that was head of international equities at K2 Asset Management and was also at Deutsche Bank.
Persons: Koulouris, Nick Griffin, Munro, Griffin, Eli Lilly Organizations: Munro Partners, Big Tech, Nvidia, Microsoft, Global, Novo Nordisk, Visa, Samsung SDI, Asset Management, Deutsche Bank Locations: U.S
After two years of absence linked to the Covid-19 pandemic, Paris Games Week is making a comeback in Paris. Tsujimoto pointed that Capcom releases new game titles every year to already existing franchises, such as Street Fighter and Resident Evil, "indicates that we have a strong and high quality catalog." watch nowCapcom is no stranger to the film industry, having seen a live action movie Street Fighter made in 1994 and Resident Evil made into seven films since 1997. "We have experienced the synergistic effects of doing so, whereby movies sell well and games sell well, when a game is made into a movie." We have experienced the synergistic effects of doing so, whereby movies sell well and games sell well, when a game is made into a movie.
Persons: Porte de Versailles, Haruhiro Tsujimoto, Tsujimoto, CNBC's Will, Capcom, Haruhiro, Hisashi Koinuma Organizations: Capcom, Paris Games, Paris, Chesnot, Getty, Marvel, Tokyo, CNBC, Capcom Pictures, Koei Tecmo Games Locations: PARIS, FRANCE, Parc, Paris, France, Chiba, Japan, Hollywood
From Alphabet to Meta , Richard Clode, portfolio manager at Janus Henderson Investors, is a fan of Big Tech — but his interest in the sector goes beyond the behemoths. Clode, who manages the Horizon Global Technology Leaders Fund and the Horizon Sustainable Future Technologies Fund, will reveal how he selects stocks that he judges to be underappreciated by the market. Top holdings in his funds include chipmakers Nvidia and TSMC , payments giants Mastercard and Visa and a range of Big Tech stocks. Join CNBC Pro Talks here on Wednesday, June 19, at 1:30 p.m. SGT / 6:30 a.m. BST / 1:30 a.m. Learn more from our previous Pro Talks: This U.S. biotech stock is up 90% this year and will continue to soar, fund manager says Aging populations are creating major opportunities, fund manager says.
Persons: Richard Clode, Janus Henderson, Koulouris, Clode, Goldman Sachs Organizations: Janus Henderson Investors, Big Tech, Horizon Global Technology, Fund, Technologies Fund, Nvidia, Mastercard, Visa, Nasdaq, Global Technology, Technologies, Moore, Pioneer Investments, Pro, UBS Locations: Gartmore
Fund manager Ian Mortimer will explain how he selects high-yielding companies and identifies growth stocks while avoiding the hype. He joined Guinness Global Investors in 2006 and manages the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Join CNBC Pro Talks on Wednesday, March 22 at 6:30 a.m. GMT / 2:30 p.m. SGT / 2:30 a.m. He joined Guinness Global Investors in 2006 and manages the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Join CNBC Pro Talks on Wednesday, March 22 at 6:30 a.m. GMT / 2:30 p.m. SGT / 2:30 a.m.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Where one fund manager is putting his money during the market madnessCNBC's Will Koulouris quizzed Pella Funds Management’s Jordan Cvetanovski on how to invest during the market turmoil. Cvetanovski, who is CIO and portfolio manager, shared his tactics for not just making money – but also finding responsible investments for the long term.
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