Henderson Global Technology Update

Presented by

Alison Porter

About this talk

The Henderson Global Technology Team believes the long-term story for technology relative to other equities is still very much intact. Technology continues to be a disruptive force – taking share from other sectors of the economy. However, technology equities will face some headwinds in the short term from a stronger dollar and increasing protectionism. While changes in political policy and the economic backdrop are difficult to predict, the technology team believe that by focusing on powerful secular themes such as cloud infrastructure and artificial intelligence and on companies with solid barriers to entry and reasonable valuations, the technology funds will continue to be well positioned to deliver attractive long-term returns.

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