Technology companies have been driving stock market performance this year – not just in the US but also in Asia. In this podcast, AXA Framlington Global Technology fund manager Jeremy Gleeson tells us about the different companies, large and small, reveals the areas where he is finding opportunities and gives his outlook for the sector in 2021. All the golf-lovers out there may also be interested in a piece of tech he’d like for Christmas…

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.