The latest edition of the Byte Size podcast, recorded at the end of June 2019, features portfolio manager Mike Seidenberg. Mike looks at business confidence in the technology sector against an uncertain economic and geopolitical backdrop. He believes that the movement to digital and to the cloud, two key themes in the portfolio, remain highly relevant regardless of the current market environment. Looking at Silicon Valley where the team are based, Mike ponders the question, does anywhere else come close for technology? Listen now to hear more.
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