Gary joined Chris Judd on Talk Ya Book to discuss a sector that is exposed to huge tailwinds and specifically a holding in the Montgomery Small Companies Fund, Macquarie Telecom. You can watch the 20-minute interview below.

The Montgomery Small Companies Fund owns shares in Macquarie Telecom. This article was prepared 27 May with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Macquarie Telecom you should seek financial advice.