Technology stocks have held up much better than other sectors throughout the coronavirus crisis, underpinned by skyrocketing usage of digital communications tools. However, with many tech stocks even offering a positive year-to-date return, valuations are now pricing in a V-shaped recovery and may not withstand a prolonged downturn. In our latest podcast, Ewout van Schaick, Head of Multi Asset, and Hans Slob, senior investment analyst, discuss which tech segments currently look appealing from a defensive perspective and which crisis-induced trends might be here to stay. (Transcript available below.)