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The post-pandemic technology landscape

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Manage episode 389244734 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 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.

  continue reading

27 episoder

Artwork
iconDel
 
Manage episode 389244734 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 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.

  continue reading

27 episoder

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