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Winners and losers

25:36
 
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Manage episode 337437583 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.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.
Produced remotely by the Lansons Content Studio

  continue reading

24 episoder

Artwork
iconDel
 
Manage episode 337437583 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.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.
Produced remotely by the Lansons Content Studio

  continue reading

24 episoder

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