John Baron's Investment Trust Portfolio 

Technology – different this time?

Technology – different this time?

There is a growing consensus that the recent woes of some of the big US technology companies, together with concerns about greater government regulation, bodes ill for the sector. Talk of another ‘technology bubble’, similar to that of the late 1990s, is common. This undervalues the sector’s many attractions and the opportunities within the smaller company space. As such, the portfolios have been increasing their exposure of late. We should be rightly cautious of the cliché ‘it’s different this time’, but it may prove the exception for those portfolios taking the long view regarding this sector.

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