In this third edition, recorded in February 2019, we chat to Mike Seidenberg and Richard Holway MBE. Mike is a Portfolio Manager/Analyst who joined AllianzGI in 2009. Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price. Richard is a Non-executive Director of Allianz Technology Trust who joined the Board in 2007. He is currently the Chairman of TechMarketView LLP and a world renowned UK-based Technology Analyst.
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 weakness in the IT sector. They also consider the IT spending environment for 2019 and how far advanced companies are with digital transformation, payment systems and security. Finally, Mike and Richard consider how M&A activity is shaping up in 2019,and if there are any notable targets in the UK specifically.
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