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The post-pandemic technology landscape
MP3•Episode home
Manage episode 389244734 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
…
continue reading
Recorded and produced by Lansons.
Hosted on Acast. See acast.com/privacy for more information.
30 episodes
The post-pandemic technology landscape
Silicon Valley Byte Size - The Allianz Technology Trust Podcast
MP3•Episode home
Manage episode 389244734 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
…
continue reading
Recorded and produced by Lansons.
Hosted on Acast. See acast.com/privacy for more information.
30 episodes
All episodes
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