Technology: disruption continues unabated

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  • 03 mins 24 secs

Learning: Unstructured

Ben Rogoff, manager of the Polar Capital Technology Trust, discusses why the recent market rotation away from growth stocks has shone a light on high valuations in this sector. He also highlights how it has also presented an opportunity for the Trust to add to positions in high quality, high growth technology names.

Ben also explains why the longer-term outlook for technology remains strong, as the sector continues to capture an ever-higher proportion of global GDP, disrupt industries, and transform business models.

Channel: Polar Capital
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