Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable com

Making connections

Apr 11th, 2024 15m 5s

The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has

The post-pandemic technology landscape

Dec 13th, 2023 14m 34s

The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how

AI – opportunity or threat?

Aug 31st, 2023 15m 23s

ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the

The big business of cyber crime

Jun 16th, 2023 13m 48s

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corpor

Cyber-crime-fighters – capes not required!

Jun 16th, 2023 11m 53s

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking

Geopolitics and Technology

Mar 30th, 2023 26m 30s

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war

Finding our Sea Legs

Jan 3rd, 2023 20m 2s

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio

A Rollercoaster Ride

Nov 2nd, 2022 16m 8s

2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic back

Winners and losers

Aug 11th, 2022 25m 36s

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerg

Momentous Events

Apr 6th, 2022 27m 27s

Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of

Taking Stock of 2021

Jan 10th, 2022 37m 28s

With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.Produced remotely by the Lanson

The Social Dilemma – Withstanding Regulation

Nov 19th, 2021 24m 34s

New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Alth

Enter the Golden Age

Jul 21st, 2021 18m 24s

The world is entering a new phase. Most people agree there will be some kind of ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit

The Next Cycle

Apr 22nd, 2021 17m 53s

With continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value’ parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that di

Fits and Starts

Mar 10th, 2021 21m 46s

As economic recovery feels the opposing forces of new Covid variants and vaccination programmes, Walter Price talks to Cherry Reynard about how he sees the technology sector is placed for the future, both in the shorter- and longer-term. The la

Tech after Trump

Nov 18th, 2020 28m 8s

Recorded in a fairly momentous week news wise, with a new US President Elect and news of a potential COVID 19 vaccine, Walter Price and Mike Seidenberg chat to Cherry Reynard about how tech could be affected and cast an eye forward to 2021 and

Technology and the ‘New Normal’

Jul 22nd, 2020 22m 8s

Listen as Walter Price and Mike Seidenberg discuss the current state of the technology sector. Covid is certainly accelerating the adoption of certain technologies through new ways of working and consumer interaction. The two managers share the

COVID-19, US elections and 5G

Mar 30th, 2020 22m 28s

The latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-1

The Influence of Technology on Global Equities

Dec 10th, 2019 24m 35s

The latest edition of the Byte Size podcast features portfolio manager Walter Price, talking with guest Lucy Macdonald, the portfolio manager for The Brunner Investment Trust. Walter and Lucy talk tech and global equities, each giving their own

Investor and Business Confidence in Tech During Market Uncertainty

Jul 9th, 2019 15m 44s

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 b

Q4 Results Season and Outlook for 2019

Mar 21st, 2019 18m 28s

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 earnin

Sell Off in Tech Stocks and is China a Cause for Investor Concern?

Feb 18th, 2019 20m 47s

In this third edition, recorded in February 2019, we chat to Mike Seidenberg and Richard Holway MBE. 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

Streaming Services and Fertile Environments for Tech Companies

Aug 1st, 2018 11m 53s

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.Mik

Market Disruption, Data Protection, and US-China Trade Wars

May 28th, 2018 21m

Listen to Walter Price, Portfolio Manager of Allianz Technology Trust, share his insights on ‘all things tech’ in this, the first of a new quarterly podcast dedicated to this fast-moving sector.The team strive to understand, anticipate and reac

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