8 episodes

A look at developments from the technology sector and what they mean for investors. The Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives.

Silicon Valley Byte Size - The Allianz Technology Trust Podcast AllianzGI Investment Trusts

    • Investing

A look at developments from the technology sector and what they mean for investors. The Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives.

    Technology and the ‘New Normal’

    Technology and the ‘New Normal’

    Listen as Walter Price and Mike Seidenberg discuss the current state of the technology sector. Covid is certainly accelerating the adoption of certain technologies through new ways of working and consumer interaction. The two managers share their...

    • 22 min
    COVID-19, US elections and 5G

    COVID-19, US elections and 5G

    The latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-19, US...

    • 22 min
    The Influence of Technology on Global Equities

    The Influence of Technology on Global Equities

    The latest edition of the Byte Size podcast features portfolio manager Walter Price, talking with guest Lucy Macdonald, the portfolio manager for The Brunner Investment Trust. Walter and Lucy talk tech and global equities, each giving their own...

    • 24 min
    Investor and Business Confidence in Tech During Market Uncertainty

    Investor and Business Confidence in Tech During Market Uncertainty

    The latest edition of the Byte Size podcast, recorded at the end of  June 2019, features portfolio manager Mike Seidenberg. Mike looks at business confidence in the technology sector against an uncertain economic and geopolitical backdrop. He believes...

    • 15 min
    Q4 Results Season and Outlook for 2019

    Q4 Results Season and Outlook for 2019

    In the latest Byte Size podcast, recorded in March 2019, Walter Price reviews the fourth-quarter results season and looks ahead at the prospects for 2019. He considers the impact of slowing economic global growth, its potential impact on earnings and...

    • 18 min
    Sell Off in Tech Stocks and is China a Cause for Investor Concern?

    Sell Off in Tech Stocks and is China a Cause for Investor Concern?

    In this third edition, recorded in February 2019, we chat to Mike Seidenberg and Richard Holway MBE. Mike and Richard look at what caused the sell-off in the latter part of 2018, and whether China is a cause for concern, and if the team see any weakness...

    • 20 min

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