AI is reshaping the technology sector and indeed the world, with economies and industries being reimagined. But the path forward remains volatile explains Alastair Unwin, who explores how geopolitics, macro-economics, and disruptive moments like DeepSeek are shaping a new technological cycle.
Alastair Unwin
5 Jun 2025
Alastair UnwinPartnerGlobal Technology Team
AI is reshaping the technology sector and indeed the world, with economies and industries being reimagined. But the path forward remains volatile explains Alastair Unwin, Partner and Fund Manager on Polar Capital Global Technology Team, who explores how geopolitics, macro-economics, and disruptive moments like DeepSeek are shaping a new technological cycle.
He argues that volatility is characteristic of the emergence of general purpose technologies and that rapid progress in AI models and infrastructure continues to support the team’s excitement in this rare example of discontinuous change.
AI is reshaping the technology sector and indeed the world, with economies and industries being reimagined. But the path forward remains volatile explains Alastair Unwin, Partner and Fund Manager on Polar Capital Global Technology Team, who explores how geopolitics, macro-economics, and disruptive moments like DeepSeek are shaping a new technological cycle.
He argues that volatility is characteristic of the emergence of general purpose technologies and that rapid progress in AI models and infrastructure continues to support the team’s excitement in this rare example of discontinuous change.
Alastair joined Polar Capital in June 2019 as a Fund Manager. Prior to joining Polar Capital, Alastair co-managed the Arbrook American Equities Fund. Between 2014 and 2018 he launched and then managed the Neptune Global Technology Fund and managed the Neptune US Opportunities Fund. Prior to Neptune, Alastair was a technology analyst at Herald Investment Management.
