166. Investing in a new wave of technology adoption

“It’s been a good year for returns for the technology sector, but it doesn't feel like it's been a good year. We've had to work hard for returns.” Jeremy Gleeson, manager of AXA Framlington Global Technology fund, talks to us about the outlook for the technology sector, a new wave of technology adoption and the proliferation of semiconductors into all manner of end markets. He also covers the difficulties of finding pure tech plays in Japan and the best gadgets to buy this Christmas.
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AXA Framlington Global Technology fund is an unconstrained multi-cap portfolio investing in technology stocks on a global basis. Jeremy Gleeson has been running this fund since 2007 and has been specialising in technology stocks since 1998. The investment universe includes all traditional technology sub-sectors, but the manager’s flexible approach also allows investments in companies where technology is providing a significant competitive advantage.

What’s covered in this podcast:

  • Why it’s been a volatile year for the technology sector
  • How the sector has become more resilient than it was 20 years ago
  • If 2022 will be another good year for technology companies
  • Why it is hard to find a pure technology exposure in Japan
  • The importance of semiconductors in today’s world
  • How technology is playing a part in the fight against climate change
  • The best tech gadgets this Christmas
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