110. Investing in big tech and the golf gadget you might like for Christmas

Technology companies have been driving stock market performance this year – not just in the US but also in Asia. In this podcast, AXA Framlington Global Technology fund manager Jeremy Gleeson tells us about the different companies, large and small, reveals the areas where he is finding opportunities and gives his outlook for the sector in 2021. All the golf-lovers out there may also be interested in a piece of tech he’d like for Christmas…
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Technology breakthroughs aren’t always anticipated, which makes the sector all the more exciting to invest in. AXA Framlington Global Technology fund is an unconstrained fund investing in technology companies from around the world. Manager Jeremy Gleeson has successfully run the portfolio since 2007 and has been specialising in technology since 1998.

Read more about AXA Framlington Global Technology

What’s covered in this podcast:

  • Why the big US tech stocks struggled in early November and if it was the start of a tech bubble bursting [0:23]
  • The type of big tech companies that dominate in China and Taiwan [2:43]
  • If there are investment opportunities in smaller technology companies [5:34]
  • Which area of technology is the most exciting at the moment [6:35]
  • The outlook for the technology sector in 2021 [8:13]
  • The tech gadget the fund manager would most like to get for Christmas [9:46]
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