Stuart O'Gorman: what's in store for the technology sector

During the recent Citywire Selection trip to Edinburgh, Frank Talbot spoke to Stuart O'Gorman, director of technology investments at Henderson Global Investors.

The technology sector is receiving a lot of attention now as Facebook prepares to float on the US stock market. Citywire A-rated O'Gorman is one of the most highly regarded technology investors of his generation having taken over this fund in the throes of the technology crash in 2000.

The technology industry is now perceived as one of the healthiest sectors, with strong balance sheets and a prudent approach to leverage.

In this interview O'Gorman talks about the potential headwinds facing the industry, why he only has a modest stake in online retailer Amazon and the potential dangers of Apple’s enormous cash pile.

Previous videos in this series have been: 'Investing in 2012: views from the best in the business' and 'Harry Nimmo on the launch of his global fund'  and 'Jonathan Asante on the best opportunities in emerging markets'.