Ben Rogoff: Tech and its centrality to the world

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  • 06 mins 54 secs

Learning: Unstructured

A war, rising interest rates and low consumer confidence: what is the outlook for technology? Watch Fund Manager Ben Rogoff explain why despite the background, the top down macro risks that have contributed to market volatility this year have not manifested themselves in corporate earnings, which continue to remain healthy. This has allowed the team to take advantage of valuation compression in certain high growth sub-sectors, such as cyber security and Software as a Service.
Channel: Polar Capital


www.polarcapital.co.uk

Polar Capital
16 Palace Street
London
SW1E 5JD

Telephone: +44 (0) 20 7227 2700
Fax: +44 (0) 20 7227 2799
Email: [email protected]

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