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Tech’s Still Standing

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Manage episode 351409776 series 3378370
Konten disediakan oleh AllianzGI Investment Trusts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh AllianzGI Investment Trusts atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year?
Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how differentiation is needed between different types of technology stocks as the sector covers a very large spread of firms and sub-sectors.
Recorded and Produced by Lansons.

  continue reading

21 episode

Artwork
iconBagikan
 
Manage episode 351409776 series 3378370
Konten disediakan oleh AllianzGI Investment Trusts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh AllianzGI Investment Trusts atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year?
Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how differentiation is needed between different types of technology stocks as the sector covers a very large spread of firms and sub-sectors.
Recorded and Produced by Lansons.

  continue reading

21 episode

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