Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Latest Episodes
Silicon Valley: Byte Size - Episode 6
A quarterly 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
Silicon Valley: Byte Size - Episode 5
A quarterly 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
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...
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...
Silicon Valley: Byte Size - Episode 4
A quarterly 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
Silicon Valley: Byte Size - Episode 3
A quarterly 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
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..
Streaming Services and Fertile Environments for Tech Companies
In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009. Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price.Mike...
Silicon Valley: Byte Size - Episode 2
A quarterly 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
Market Disruption, Data Protection, and US-China Trade Wars
Listen to Walter Price, Portfolio Manager of Allianz Technology Trust, share his insights on ‘all things tech’ in this, the first of a new quarterly podcast dedicated to this fast-moving sector.The team strive to understand, anticipate and react to...