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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