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Why Bob is still buying Microsoft and Alphabet

Portfolio construction

17 Jan 2023

Head of Claremont Global and Portfolio manager Bob Desmond is a seasoned investor in global markets and has been refining his quality growth process for more than 27 years. Bob takes us through the global recession risks at the moment which, although real are significantly better than the outlook many were predicting last year. 

But Bob is very positive on Microsoft and Alphabet with strong prospects in the cloud sector impacting the overall business case.