Beyond the behemoths

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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.

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

Beyond the behemoths

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

13 minutes

1 year ago

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.