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Tech 2023 outlook: History doesn’t repeat, it rhymes


Learning: Unstructured

The past year’s macro driven market has weighed heavily on risk assets, including the technology sector. Ben Rogoff, Fund Manager, explains how the Polar Capital Technology team has responded by adjusting portfolio positioning, and as equity markets look set to continue their unpredictable path into 2023, describes the positive factors which indicate a potential re-rating to come.

Ben also reflects on the similarities and differences between this past year and previous challenging periods for technology investors. Whilst there are lessons to be learnt from the dotcom bubble of the 90s and the 2015/16 sell-off, as Ben describes, there are several reasons why the technology sector is better placed to weather the storm now.