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The Next Cycle

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Manage episode 310881721 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.

With continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value’ parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe.
Produced, recorded and edited remotely by Lansons - Lansons.com

  continue reading

25 episoder

Artwork
iconDel
 
Manage episode 310881721 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.

With continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value’ parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe.
Produced, recorded and edited remotely by Lansons - Lansons.com

  continue reading

25 episoder

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