Research on Neuberger Private Equity Partners Limited USD Class A (NBPE:LON) , ICG Enterprise Trust PLC GBP (ICGT:LON) , Arbuthnot Banking Group PLC (ARBB:LON) , Real Estate Credit Investments Limited (RECI:LON) , Volta Finance Limited (VTA:LON) from Hardman & Co
Feature article: Tech sector outlook - focus on recovery plays UK technology stocks are showing signs of recovery after a prolonged five-year bear market, with large-cap software and services stocks rebounding strongly in recent months. In this month's feature article, Hardman & Co analyst Richard Jeans examines the latest trading trends across the UK technology sector, the evolving impact of AI and large language models, and the prospects for further recovery. He also highlights the importance of focusing on attractively valued recovery opportunities while avoiding over-hyped stocks. Download the report to read the article and the September Monthly.
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