Whilst we have seen a sharp correction in global information technology (IT) stocks recently, we see this as short term in nature and believe it offers investors an attractive buying opportunity.

Technology remains the fastest-growing sector in the developed world. Valuations based both on forward price/earnings multiples and on price/earnings-to-growth ratios look attractive and against the backdrop of market-leading growth this means there is even more of an opportunity for an upward rerating of the sector.

This supports our bullish investment case and underlines our ‘Overweight’ rating for global IT stocks.

Investors may benefit by purchasing individual IT stocks or by considering a structured product that offers diversified exposure to 12 “IT Sector Champions” such as Facebook, ASML, Adobe, Activision Blizzard and others, carefully selected by our Equity Research IT Analyst.

The “IT Sector Champions Basket” is now in subscription up to and until 27 April 2018, denominated in USD with a tenor of 2 years.