Alastair Unwin, Deputy Fund Manager of Polar Capital Technology Trust - Insights into Technology Sector Resurgence and AI's Role in Future Growth 00:10:00
Alastair Unwin is the Deputy Fund Manager at Polar Capital Technology Trust, where he plays a pivotal role in managing the trust's portfolio and investment strategies. With a focus on the technology sector, Alastair explores the factors driving its strong rebound in recent times and discusses whether earnings align with current valuations. He provides insights into how the trust navigates concentration risk and emphasizes the long-term potential of artificial intelligence despite short-term macroeconomic uncertainties. Alastair's expertise in technology investments and strategic portfolio management contributes to the trust's performance and investor confidence in navigating dynamic market conditions.