The Fed’s sudden pivot towards aggressive interest rate rises in the face of pervasive inflation has put downward pressure on high growth technology names, fuelling the sell-off seen in the first half of this year, explains Alastair Unwin, Fund Manager in the Polar Capital Technology Trust.

Despite this, Alastair believes that many technology companies are well positioned to respond to an inflationary environment. Watch as Alastair explores which areas of the technology sector are holding up well, as well as areas where the Polar Capital Technology Team has reduced its exposure and where they are currently seeing opportunity in the face of indiscriminate falls in valuations across the sector.