Trust Audio Update

Silicon Valley Byte Size Episode 2: Tech insights and outlook

Mike Seidenberg Portfolio Manager/Analyst
31/07/2018

Listen to the latest ‘Byte Size’ podcast which features insights on the fast-moving technology sector.

In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009.  Mike is based in San Francisco and is part of the award-winning1 Allianz Technology Trust team with Walter Price.

Mike explains the benefits of being based ‘on the ground’ in the San Francisco Bay Area, in close proximity to Silicon Valley. Ten of the Company’s leading holdings are located within fifty miles of the Allianz offices and Mike explains how this delivers a considerable advantage. He also considers what it is that creates a fertile environment for technology companies.

Also under Mike’s spotlight:

  1. Software-as-a-Service: how this subscription model is being adopted as the new way of accessing software.
  2. What’s going on with TV? Driven by the  ‘Millennial Generation’, the shift to on-demand TV services appears relentless. What impact is this having on the incumbent, ‘traditional’ players?
  3. Corporate governance issues are affecting all market sectors; Mike mulls its impact on technology players and how much of a threat it could pose to the sector.
  4. The US fiscal stimulus package and how corporate tax cuts and repatriation of offshore assets could go on to influence business and consumers.

The technology sector is the single greatest contributor to global growth and forms a larger and more important part of our world with every year. Listen in now to discover the latest from the heart of Silicon Valley.

You can also access the podcast via:

iTunes (for iOS devices): Silicon Valley: Byte Size on iTunes

Blubrry (for iOS & Android): Silicon Valley: Byte Size on Blubrry

1A ranking, a rating or an award provides no indicator of future performance and is not constant over time.

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© Allianz Global Investors GmbH 2019, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. VAT registration no. 678 1784 81. The Company is a member of the Association of Investment Companies - Category: Sector Specialists - Technology, Media & Telecoms.