Publication date: 13 August 2025
Published by: Polar Capital
Author: Ben Rogoff, Fund Manager, Global Technology Team
Ben Rogoff discusses how markets have rebounded from volatility earlier in the year, with AI adoption and strong corporate earnings reasserting tech sector leadership.
He outlines why he believes the excitement around AI is unlike previous hype cycles, driven by rapid model scaling and real-world application, and explains why market breadth is likely to improve as profit pools move beyond today’s mega-caps. Looking ahead, he shares his conviction that the next five years of innovation may be even more transformative than the last.
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