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]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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