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The technology sector has rebounded strongly this year and Ben Rogoff, Fund manager of the Polar Capital Technology Trust, cites a better macro environment, robust fundamentals, and the arrival of artificial intelligence as the key drivers of this. With generative AI having the potential to reimagine the technology landscape, he explores how meaningful an inflection point this is for the sector and how the portfolio has changed as a result.
Ben believes that the momentum behind AI is strong tailwind, and when combined with the improving macro backdrop, is why he maintains a constructive outlook for the second half of 2023.
