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Tech’s Still Standing

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Manage episode 351409776 series 3378370
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://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

20 episodes

Artwork
iconShare
 
Manage episode 351409776 series 3378370
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://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

20 episodes

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