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A Rollercoaster Ride

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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.

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.

  continue reading

27 episode

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iconBagikan
 
Manage episode 345951148 series 3075916
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.

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.

  continue reading

27 episode

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