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Artificial intelligence remains key to tech sector outlook


Learning: Unstructured

Third quarter earnings across the technology sector have been generally positive, believes Nick Evans, keeping pace with valuations that have recovered strongly this year driven by excitement around artificial intelligence. As the year now draws to a close, Nick explains why the team remain constructive over the medium and long-term. With the conviction that artificial intelligence will remain a core theme moving forward, he also explores how the Fund is positioned to benefit.