Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR7.56

    ▲ 2.33 (44.59%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.23

    ▲ 173.00 (23.07%)

  • Sectors

    Sectors

  • Megatrends

    Megatrends

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Vantage: Delving into AI with Polar Capital’s Alastair Unwin

Vantage: Delving into AI with Polar Capital’s Alastair Unwin

Edison’s Neil Shah met with Alastair Unwin, deputy portfolio manager of the UK 250 Polar Capital Technology Trust (PCT.L, market cap £2.95bn). In this interview, Alastair reflects on the technology sector’s performance in 2023, which surprised many after a difficult 2022. The economy outperformed expectations, companies benefitted from margin improvements due to 2022 cost cuts and AI emerged as a dominant market theme. We delve into AI and how Polar Capital pivoted its portfolio over the last nine months to increase exposure across the AI stack. We also learn from Polar Capital’s insights from running a dedicated AI fund for the past six years. Companies discussed include NVIDIA (NVDA.O, market cap $1.14bn), Meta Platforms (META.O, market cap $816bn), Microsoft (MSFT.O, market cap $2,765bn), Adobe (ADBE.O, market cap $271bn) and RELX (REL.L, market cap £57bn).

< Previous
Next >

You may also be interested in these:

TMT

Quadient – executive interview

TMT

Noctiluca – equity proposition
Cookie Policy Overview
Edison Group

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping us understand which section of the website you find more interesting and useful. See our Cookie Policy for more information.

Strictly necessary and functional

These cookies are used to deliver our website and content. Strictly necessary cookies relate to our hosting environment, and functional cookies are used to facilitate social logins, social sharing and rich-media content embeds.

Advertising

Advertising Cookies collect information about your browsing habits such as the pages you visit and links you follow. These audience insights are used to make our website more relevant.

Performance

Performance Cookies collect anonymous information designed to help us improve the site and respond to the needs of our audiences. We use this information to make our site faster, more relevant and improve the navigation for all users.