Join Alastair Unwin, Deputy Fund Manager of the Polar Capital Technology Trust, as he explores the trajectory for interest rate cuts in 2024, which combined with falling inflation and positive growth has historically presented an encouraging environment for the technology sector.

He also discusses how the Polar Capital Technology team examine each stock through an ‘AI lens’, considering how each is positioned to benefit from the theme, and contrasts mega cap stocks with SMID caps in the context of AI, suggesting that the latter could offer more compelling risk/reward for the portfolio.