Trust Audio Update

Silicon Valley Byte Size Episode 4

Walter Price Senior Portfolio Manager

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 earnings and how it has influenced the positioning of the Allianz Technology Trust portfolio. Walter also discusses prospects for the FAANG* stocks and the impact global trade tensions are having. Is it realistic to assume that manufacturing jobs will return to the US? Listen in to discover more.

*FAANG = Facebook, Apple, Amazon, Netflix and Alphabet’s Google

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

Silicon Valley Byte Size Episode 5

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

Kepler research: March 2019

In its latest Trust Intelligence update on Allianz Technology Trust, Kepler focuses on the Trust’s flexible mandate, current portfolio positioning and its strong performance track record.

Silicon Valley Byte Size Episode 4

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

May the disruptive force be with you

Walter Price discusses digital transformation and how it is disrupting business models and processes.

Silicon Valley Byte Size Episode 3

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

An investment story for the 21st century

Walter Price talks about the ATT team’s investment philosophy and how, in spite of this year’s market volatility, technology remains the common thread behind the remarkable pace of change affecting almost every aspect of our modern lives.

Silicon Valley Byte Size Episode 2: Tech insights and outlook

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-winning Allianz Technology Trust team with Walter Price.

Warming to investment trusts

150 years since the first investment trust was launched, Adam Gent (AllianzGI’s Head of Retail/Wholesale Northern Europe) looks at how these closed-ended funds have adapted to investors’ needs over time.

Silicon Valley Byte Size Episode 1: Tech insights and outlook

Listen to Walter Price share his insights on ‘all things tech’ in this, the first of a new quarterly podcast dedicated to this fast-moving sector. Walter discusses not only the outlook for the sector but also the recent upsets that have disrupted markets.

Allianz Technology Trust wins coveted AIC Shareholder Communication Award

Allianz Technology Trust (ATT) won the highly coveted Best Report and Accounts in the Specialist category. The independent judging panel commented on the report’s excellent use of pictures as well as its use of text and design in a creative way.

Walter Price in a special Investors Chronicle podcast

Walter talks about where he thinks there are big opportunities for investors in the coming years and warns us of the companies that could begin to struggle. 

© 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.