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Big tech's big opportunities

Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to discuss his views on the current financial environment and potential areas of opportunity.

In this interview, Bob discusses the portfolio’s position despite recent market volatility, reiterating why Claremont Global don’t invest in banks and are driven by valuations. He then highlights potential opportunities, including why they currently like Alphabet Inc.Visa and Nike which was Bob's 2022 Conference stock pick.

Watch the video on ausbiz here (note, you'll need to create a free account).

Bob-desmond

Disclaimer: This material has been prepared by auzbiz, published on 12 April 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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