Listen to Walter Price, Portfolio Manager of Allianz Technology Trust, share his insights on ‘all things tech’ in this, the first of a new quarterly podcast dedicated to this fast-moving sector.
The team strive to understand, anticipate and react to technology trends in a dynamic and proactive way. Their location in San Francisco, at the heart of the technology industry, is a real advantage. Listen in, as Walter discusses not only the outlook for the sector but also the recent upsets that have disrupted markets.
It’s certainly a hectic time for the sector. In this first edition, Walter considers:
- Facebook’s data protection issues and how personal data issues could impact the broader tech sector.
- US-Chinese trade wars – what’s next and how much disruption could new tariffs cause – both short term and further out – will manufacturing ‘up sticks’ for Destination USA, for example?
- Security: facing up to the threat of a new, more sophisticated, breed of hacker.
- US tax reform: as cash is repatriated, what can we expect?
With every year, technology forms a larger and more important part of our world. It’s the single greatest contributor to global growth so listen in now to discover more from one of the industry’s leading experts.