Hardman & Co Monthly: September 2026
Research on NB Private Equity Partners Ltd. (NBPE), ICG Enterprise Trust (ICGT), ARBB (ARBB), Real Estate Credit Investments Ltd (RECI), Volta Finance Ld (VTA) from Hardman & Co
Feature article: Tech sector outlook - focus on recovery plays UK technology stocks are showing signs of recovery after a prolonged five-year bear market, with large-cap software and services stocks rebounding strongly in recent months. In this month's feature article, Hardman & Co analyst Richard Jeans examines the latest trading trends across the UK technology sector, the evolving impact of AI and large language models, and the prospects for further recovery. He also highlights the importance of focusing on attractively valued recovery opportunities while avoiding over-hyped stocks. Download the report to read the article and the September Monthly.
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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.




