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Talking heads – There is nothing fluffy about (investing in) the cloud

Listen to this Talking heads podcast with senior equities portfolio manager Jonathan Barnett and chief market strategist Daniel Morris as they discuss the prospects for secular growth in an industry that enables users to save on costs, access real-time business data, tailor their customer experience and generally improve efficiency. As Jonathan points out, for a company to be best-in-class these days, it needs to have best-in-class IT systems and that includes cloud computing.

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