Bob Desmond, Head of Claremont Global and Conference Fund Manager recently appeared on ausbiz to share his insights on global markets, having recently returned from the US and Europe.

Bob discusses the positive outlook of US companies as consumer spending remains resilient and supply chains begin to improve. He also discusses the market optimism over AI before delving into the European economy, highlighting the strong regulation and focus on ESG policies.

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

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