Trust Audio Update

Silicon Valley Byte Size Episode 5

Mike SeidenbergPortfolio Manager/Analyst
10/07/2019

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

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© Allianz Global Investors GmbH 2020, 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.