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Sell Off in Tech Stocks and is China a Cause for Investor Concern?

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Manage episode 310881729 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://player.fm/legal.

In this third edition, recorded in February 2019, we chat to Mike Seidenberg and Richard Holway MBE. Mike and Richard look at what caused the sell-off in the latter part of 2018, and whether China is a cause for concern, and if the team see any weakness in the IT sector. They also consider the IT spending environment for 2019 and how far advanced companies are with digital transformation, payment systems and security. Finally, Mike and Richard consider how M&A activity is shaping up in 2019, and if there are any notable targets in the UK specifically.

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

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 310881729 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://player.fm/legal.

In this third edition, recorded in February 2019, we chat to Mike Seidenberg and Richard Holway MBE. Mike and Richard look at what caused the sell-off in the latter part of 2018, and whether China is a cause for concern, and if the team see any weakness in the IT sector. They also consider the IT spending environment for 2019 and how far advanced companies are with digital transformation, payment systems and security. Finally, Mike and Richard consider how M&A activity is shaping up in 2019, and if there are any notable targets in the UK specifically.

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

  continue reading

26 episodes

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