Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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 wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape…

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 that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment. Recorded and produced by Lansons.

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 initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat?

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, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem?

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 about in that sector, and how does cyber security stack up alongside other areas within tech?

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 in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors. Recorded and produced by Lansons.

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 something like trying to find one’s sea legs on a ship being tossed about in rough seas. It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term. Recorded and Produced by Lansons.

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 backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the near term at least, Mike sees active management as being key for investors.

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 emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit. Produced remotely by the Lansons Content Studio

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 short-term headwinds with continuing long-term growth themes. Produced remotely by the Lansons Content Team.

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 Lansons Content Team.

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. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the influence they have in our daily life. Produced remotely by the Lansons Content Team.

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 businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward. Produced remotely by the Lansons Content Team.

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 did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe. Produced, recorded and edited remotely by Lansons - Lansons.com

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 latest earnings season, US-China relations, key themes in the portfolio and trends likely to dominate the next decade all come under the spotlight. Produced, recorded and edited remotely by Lansons - Lansons.com

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 beyond. Produced, recorded and edited by Lansons - Lansons.com

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 their excitement at trying to find the companies that will benefit from that trend. Produced, recorded and edited by Lansons - Lansons.com

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-19, US election and 5G. Walter discusses the potential outcomes these can have on the markets, his investment strategy and what investors should be looking out for. Produced and recorded by Lansons in the Lansons studio and then edited remotely.

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 perspectives on the penetration and influence of technology on companies from a wide range of industries across the globe. Listen now to hear more. Produced and recorded by Lansons, at the Lansons studio in Farringdon.

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. Produced and recorded by Lansons, at the Lansons studio in Farringdon.