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Investor and Business Confidence in Tech During Market Uncertainty

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Manage episode 310881727 series 3075916
Indhold leveret af AllianzGI Investment Trusts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AllianzGI Investment Trusts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 that the movement to digital and to the cloud, two key themes in the portfolio, remain highly relevant regardless of the current market environment. Looking at Silicon Valley where the team are based, Mike ponders the question, does anywhere else come close for technology? Listen now to hear more.

Produced and recorded by Lansons, at the Lansons studio in Farringdon.

  continue reading

25 episoder

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Manage episode 310881727 series 3075916
Indhold leveret af AllianzGI Investment Trusts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AllianzGI Investment Trusts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 that the movement to digital and to the cloud, two key themes in the portfolio, remain highly relevant regardless of the current market environment. Looking at Silicon Valley where the team are based, Mike ponders the question, does anywhere else come close for technology? Listen now to hear more.

Produced and recorded by Lansons, at the Lansons studio in Farringdon.

  continue reading

25 episoder

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