Despite 2026 being characterised by explosive geopolitical conflict, rapidly fluctuating oil and energy prices and occasional sharp market selloffs, tech has remained a dominant theme for most of the year, making it challenging for investors to keep up. For example, the MSCI ACWI Information Technology and Communication Services index has still nearly doubled the performance of the wider MSCI ACWI even after the sell-off last month, according to FE fundinfo data. However, a willingness to go off the beaten track can still be rewarded even in this tech-heavy market, according to Dan Higgins, portfolio manager of Majedie Investments. “I’d much...