Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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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. Hosted on Acast. See acast.com/privacy for more information.

  1. JUN 10

    Searching for gems in the tech sector

    In this episode of Silicon Valley Byte Size, Cherry Reynard sits down with Allianz Technology Trust fund manager Mike Seidenberg to explore the overlooked corners of the tech sector. While mega-cap stocks dominate headlines, Mike shares insights on emerging opportunities in consumer tech, cybersecurity, and artificial intelligence. He also discusses how the Trust is navigating market volatility, the potential of quantum computing, and real-world applications of AI that are already reshaping industries. Tune in for a grounded, forward-looking perspective on where tech is headed next. Hosted on Acast. See acast.com/privacy for more information.

    12 min

  2. APR 15

    AI euphoria versus economic realities – tech in 2025

    After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded just before the recent tariff announcements and the associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created.   Hosted on Acast. See acast.com/privacy for more information.

    18 min

  3. FEB 19

    Positioning for 2025 – the year ahead in tech

    As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for growth and how the team are positioning the trust for 2025. Hosted on Acast. See acast.com/privacy for more information.

    20 min

  4. 10/29/2024

    Beyond the behemoths

    In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently. Hosted on Acast. See acast.com/privacy for more information.

    13 min

  5. 07/17/2024

    Is bigger always better?

    Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  6. 06/24/2024

    Semiconductors – a core ingredient

    Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  7. 04/11/2024

    Making connections

    The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape… Hosted on Acast. See acast.com/privacy for more information.

    15 min

  8. 12/13/2023

    The post-pandemic technology landscape

    The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment. Recorded and produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.

    15 min
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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. Hosted on Acast. See acast.com/privacy for more information.

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