The tech sector has largely bounced back from its plunge in early September, which now appears to have been a technical correction rather than a fundamental shift. The ongoing second virus wave could provide new growth opportunities for cloud-exposed firms; conversely, positive vaccine news could lead to a rotation towards more cyclical sectors. In our latest podcast, Portfolio Manager Sustainable Equity Hans Slob explores the long-term case for investing in the tech sector and where we still see room for growth. He is joined by Principal Strategist Multi Asset Patrick Moonen, who explains why we tactically favour materials and certain industrial sectors in our multi-asset portfolios.