Microsoft sits at the forefront of designing and utilising the "fourth industrial revolution", according to manager of the Stonehage Fleming Global Best Ideas Equity fund Gerrit Smit, who explained the company had developed a "strong service and solution culture", shifting from its earlier sales driven one.
"While the provision of solutions in artificial intelligence, cloud computing, big data, the internet of things and cyber security are the growing future business drivers, in the interim Microsoft is totally entrenched in business and people's private lives," he said.
"The group is leading the design of new technologies, which in turn support economic growth.
"To illustrate the result of its success, the share has compounded close to double digits since its peak at the end of 1999 preceding the burst of the technology bubble."
BMO GAM Sustainable UMAP range divests from Microsoft
He added that the recent deal may mark Microsoft as an early leader in the race to the metaverse, owing largely to its "complete and self-sufficient" offering in the space.
"With the low interest rate it currently earns on its cash, and the relatively fair valuation they pay, the deal can be immediately accretive to earnings on completion.
"If well managed, and we have little reason for doubt, this one plus one can add up to well over three over time."
Read full article via Investment Week.
Microsoft sits at the forefront of designing and utilising the "fourth industrial revolution", according to manager of the Stonehage Fleming Global Best Ideas Equity fund Gerrit Smit, who explained the company had developed a "strong service and solution culture", shifting from its earlier sales driven one.
"While the provision of solutions in artificial intelligence, cloud computing, big data, the internet of things and cyber security are the growing future business drivers, in the interim Microsoft is totally entrenched in business and people's private lives," he said.
"The group is leading the design of new technologies, which in turn support economic growth.
"To illustrate the result of its success, the share has compounded close to double digits since its peak at the end of 1999 preceding the burst of the technology bubble."
BMO GAM Sustainable UMAP range divests from Microsoft
He added that the recent deal may mark Microsoft as an early leader in the race to the metaverse, owing largely to its "complete and self-sufficient" offering in the space.
"With the low interest rate it currently earns on its cash, and the relatively fair valuation they pay, the deal can be immediately accretive to earnings on completion.
"If well managed, and we have little reason for doubt, this one plus one can add up to well over three over time."
Read full article via Investment Week.