Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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Silicon Valley Byte Size - The Allianz Technology Trust Podcast

AllianzGI Investment Trusts

31 episodes

1 month ago

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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All content for Silicon Valley Byte Size - The Allianz Technology Trust Podcast is the property of AllianzGI Investment Trusts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/31)

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

The AI Ecosystem Play: It's Not Just About the Chips

Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration.

Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.

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1 month ago

17 minutes 1 second

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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4 months ago

12 minutes 13 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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6 months ago

18 minutes 21 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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8 months ago

19 minutes 49 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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1 year ago

13 minutes

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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1 year ago

13 minutes 38 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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1 year ago

13 minutes 49 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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…

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1 year ago

15 minutes 5 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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1 year ago

14 minutes 34 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

AI – opportunity or threat?

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat?

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2 years ago

15 minutes 23 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Cyber-crime-fighters – capes not required!

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech?

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2 years ago

11 minutes 53 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

The big business of cyber crime

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem?

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2 years ago

13 minutes 48 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Geopolitics and Technology

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.

Recorded and produced by Lansons.

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

2 years ago

26 minutes 30 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Finding our Sea Legs

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas.

It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term.

Recorded and Produced by Lansons.

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

2 years ago

20 minutes 2 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

A Rollercoaster Ride

2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the near term at least, Mike sees active management as being key for investors.

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3 years ago

16 minutes 8 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Winners and losers

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.

Produced remotely by the Lansons Content Studio

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3 years ago

25 minutes 36 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Momentous Events

Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of short-term headwinds with continuing long-term growth themes.

Produced remotely by the Lansons Content Team.

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

3 years ago

27 minutes 27 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Taking Stock of 2021

With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.

Produced remotely by the Lansons Content Team.

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

3 years ago

37 minutes 28 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

The Social Dilemma – Withstanding Regulation

New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the influence they have in our daily life.

Produced remotely by the Lansons Content Team.

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

3 years ago

24 minutes 34 seconds

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Enter the Golden Age

The world is entering a new phase. Most people agree there will be some kind of ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward.

Produced remotely by the Lansons Content Team.

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

4 years ago

18 minutes 24 seconds