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Taking stock on technology and what lies ahead for the sector


Learning: Unstructured

The technology sector has strongly rebounded this year so far, with a more accommodative backdrop and artificial intelligence emerging as key theme. Alastair Unwin, Deputy Fund Manager of the Polar Capital Technology Trust, explores further what has driven returns in the sector, whether earnings are keeping up with valuations, and how the Trust has performed. Alastair also explains the Trust’s approach to managing concentration risk, and why the Technology Team are still very excited by the long-term potential for AI disruption despite a more uncertain short-term macroeconomic outlook.