166. Investing in a new wave of technology adoption
Dec 23, 2021
“It’s been a good year for returns for the technology sector, but it doesn't feel like it's been a good year. We've had to work hard for returns.” Jeremy Gleeson, manager of AXA Framlington Global Technology fund, talks to us about the outlook for the technology sector, a new wave of technology adoption and the proliferation of semiconductors into all manner of end markets. He also covers the difficulties of finding pure tech plays in Japan and the best gadgets to buy this Christmas.