Sector’s landscape is changing – but it’s no less mighty

Although the technology sector is developing at a fairly rapid pace, some investors are cautious of investing in the sector due to high valuations and scepticism about its potential growth. Josh Spencer, portfolio manager of the T Rowe Price Global Technology Equity fund tells Investment Adviser that it is paramount to identity the companies able to gain market share through levering technology in innovative ways. He further states that in order to deliver returns and alpha, investors must have the ability to identify change, disruption and extreme outcomes within global technology.

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