In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. The COVID-19 pandemic has accelerated many societal shifts that Ben believes will be permanent. Areas such as ecommerce, cloud computing, video conferencing, digital entertainment and telemedicine have benefitted. At the same time, advances in sectors such as electric vehicles (EVs) and artificial intelligence (AI) will revolutionise a swathe of industries. 

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Quoted Data: Polar Capital Technology Trust plcQuotedData: Polar Capital Technology Trust plc (pdf)

Some information contained herein has been obtained from third party sources and has not been independently verified by Polar Capital.