Silicon Valley Byte Size - The Allianz Technology Trust Podcast
A 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 lives.
Episodes
27 episodes
Beyond the behemoths
In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking...
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Season 1
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Episode 27
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13:00
Is bigger always better?
Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term gro...
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Season 1
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Episode 26
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13:38
Semiconductors – a core ingredient
Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable com...
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Season 1
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Episode 25
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13:49
Making connections
The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has ...
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Season 1
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Episode 24
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15:05
The post-pandemic technology landscape
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 ...
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Season 1
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Episode 23
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14:34
AI – opportunity or threat?
ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the ...
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Season 1
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Episode 22
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15:23
Cyber-crime-fighters – capes not required!
Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking ...
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Season 1
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Episode 21
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11:53
The big business of cyber crime
In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corpor...
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Season 1
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Episode 20
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13:48
Geopolitics and Technology
In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war...
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Season 1
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Episode 19
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26:30
Finding our Sea Legs
At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio...
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Season 1
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Episode 18
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20:02
A Rollercoaster Ride
2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic back...
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Season 1
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Episode 17
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16:08
Winners and losers
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 emerg...
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Season 1
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Episode 16
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25:36
Momentous Events
Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of...
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Season 1
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Episode 15
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27:27
Taking Stock of 2021
With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.Produced remotely by th...
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Season 1
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Episode 14
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37:28
The Social Dilemma – Withstanding Regulation
New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Alth...
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Season 1
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Episode 13
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24:34
Enter the Golden Age
The world is entering a new phase. Most people agree there will be some kind of ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit...
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Season 1
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Episode 12
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18:24
The Next Cycle
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 di...
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Season 1
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Episode 11
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17:53
Fits and Starts
As economic recovery feels the opposing forces of new Covid variants and vaccination programmes, Walter Price talks to Cherry Reynard about how he sees the technology sector is placed for the future, both in the shorter- and longer-term. The la...
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Season 1
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Episode 10
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21:46
Tech after Trump
Recorded in a fairly momentous week news wise, with a new US President Elect and news of a potential COVID 19 vaccine, Walter Price and Mike Seidenberg chat to Cherry Reynard about how tech could be affected and cast an eye forward to 2021 and ...
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Season 1
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Episode 9
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28:08
Technology and the ‘New Normal’
Listen as Walter Price and Mike Seidenberg discuss the current state of the technology sector. Covid is certainly accelerating the adoption of certain technologies through new ways of working and consumer interaction. The two managers share the...
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Season 1
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Episode 8
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22:08
COVID-19, US elections and 5G
The latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-1...
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Episode 7
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22:28
The Influence of Technology on Global Equities
The latest edition of the Byte Size podcast features portfolio manager Walter Price, talking with guest Lucy Macdonald, the portfolio manager for The Brunner Investment Trust. Walter and Lucy talk tech and global equities, each giving their own...
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Episode 6
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24:35
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....
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Episode 5
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15:44
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 earnin...
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Episode 4
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18:28
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...
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Episode 3
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20:47