Alastair Unwin is the Deputy Fund Manager of the Polar Capital Technology Trust, where he plays a crucial role in managing the trust's portfolio and investment strategies. With a keen focus on the technology sector, Alastair leverages his deep industry knowledge to identify and capitalize on emerging trends. In 2024, he highlights the potential for interest rate cuts, falling inflation, and positive growth as favorable conditions for technology investments. Alastair and the Polar Capital Technology team utilize an 'AI lens' to evaluate stocks, assessing their potential to benefit from artificial intelligence advancements. By contrasting mega-cap stocks with small-to-mid-cap (SMID) stocks, he emphasizes the compelling risk/reward opportunities that the latter can offer for the portfolio.