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.
The award-winning Allianz Technology Trust offers investors access to the fast moving world of technology, the single greatest contributor to global growth. The Trust is managed by Mike Seidenberg and the Global Technology Team. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered.
New to Allianz Technology Trust?
Watch Portfolio Manager Mike Seidenberg in this 2 minute video for a brief intro to ATT, and then click below to read more.
The Trust has received a number of high profile and prestigious awards in recent years. Some awards represent the views of industry experts while others are voted for by individual investors who buy stocks and shares. All are instrumental in raising awareness of the Trust and the investment potential of the technology sector as a whole.
Click here for detailed information about the Trust’s portfolio and its past performance, including the most recent month-end commentary. Please remember that past performance is not a reliable indicator of future returns.