Macro-economic and geopolitical events should continue to be the main drivers of sentiment within investment markets, but we expect that some of these pressures might begin to abate as the current interest rate cycle appears to be closer to a peak.
Many technology companies have taken their medicine in terms of cutting costs and overheads, so any uplift in business activity is likely to bode well for operating margins and profitability. Moreover, the robust long-term growth drivers behind them are still very much in place. Below, we highlight several key drivers underpinning potential future growth in the technology sector.
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