With direct exposure of about 2% to artificial intelligence companies, the FTSE 100 is attracting investors seeking protection from technology stock sell-offs. The British index, composed mainly of banks, energy companies, mining firms and consumer staples, has held up during several corrections in technology markets. In July 2026, it reached a record 10,951 points while the Nasdaq 100 entered correction territory. This strategy coexists with Polar Capital’s artificial intelligence convictions, as its technology trust delivered a total net asset value return of 102.2% between November 2025 and April 2026. The FTSE 100 nevertheless remains exposed to interest rates, commodity prices and the economic cycle.
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