Silicon Valley: Byte Size

After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded just before the recent tariff announcements and the associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created. Hosted on Acast. See acast.com/privacy for more information.

As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can't ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for growth and how the team are positioning the trust for 2025. Hosted on Acast. See acast.com/privacy for more information.

In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant.

Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names.

The Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape…

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.

ChatGPT has brought artificial intelligence (AI) firmly into investors' sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat?

Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech?

In this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem?

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it's affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.Recorded and produced by Lansons.

At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one's sea legs on a ship being tossed about in rough seas. It wasn't an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term.Recorded and Produced by Lansons.

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.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.Produced remotely by the Lansons Content Studio

Just one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of short-term headwinds with continuing long-term growth themes.Produced remotely by the Lansons Content Team.

With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.Produced remotely by the Lansons Content Team.

New regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the influence they have in our daily life.Produced remotely by the Lansons Content Team.

The world is entering a new phase. Most people agree there will be some kind of ‘new normal' post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward.Produced remotely by the Lansons Content Team.

With continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value' parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe.Produced, recorded and edited remotely by Lansons - Lansons.com

As economic recovery feels the opposing forces of new Covid variants and vaccination programmes, Walter Price talks to Cherry Reynard about how he sees the technology sector is placed for the future, both in the shorter- and longer-term. The latest earnings season, US-China relations, key themes in the portfolio and trends likely to dominate the next decade all come under the spotlight.Produced, recorded and edited remotely by Lansons - Lansons.com

Recorded in a fairly momentous week news wise, with a new US President Elect and news of a potential COVID 19 vaccine, Walter Price and Mike Seidenberg chat to Cherry Reynard about how tech could be affected and cast an eye forward to 2021 and beyond.Produced, recorded and edited by Lansons - Lansons.com

Listen as Walter Price and Mike Seidenberg discuss the current state of the technology sector. Covid is certainly accelerating the adoption of certain technologies through new ways of working and consumer interaction. The two managers share their excitement at trying to find the companies that will benefit from that trend.Produced, recorded and edited by Lansons - Lansons.com

The latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-19, US election and 5G. Walter discusses the potential outcomes these can have on the markets, his investment strategy and what investors should be looking out for. Produced and recorded by Lansons in the Lansons studio and then edited remotely. 

The latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-19, US election and 5G. Walter discusses the potential outcomes these can have on the markets, his investment strategy and what investors should be looking out for. Produced and recorded by Lansons at the Lansons studio in Farringdon, London - www.Lansons.com Produced by Lansons at the Lansons studio (lansons.com)

The latest edition of the Byte Size podcast features portfolio manager Walter Price, talking with guest Lucy Macdonald, the portfolio manager for The Brunner Investment Trust. Walter and Lucy talk tech and global equities, each giving their own perspectives on the penetration and influence of technology on companies from a wide range of industries across the globe. Listen now to hear more.Produced and recorded by Lansons, at the Lansons studio in Farringdon.

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)

The latest edition of the Byte Size podcast, recorded at the end of  June 2019, features portfolio manager Mike Seidenberg. Mike looks at business confidence in the technology sector against an uncertain economic and geopolitical backdrop. He believes that the movement to digital and to the cloud, two key themes in the portfolio, remain highly relevant regardless of the current market environment. Looking at Silicon Valley where the team are based, Mike ponders the question, does anywhere else come close for technology? Listen now to hear more.Produced and recorded by Lansons, at the Lansons studio in Farringdon.

In the latest Byte Size podcast, recorded in March 2019, Walter Price reviews the fourth-quarter results season and looks ahead at the prospects for 2019. He considers the impact of slowing economic global growth, its potential impact on earnings and how it has influenced the positioning of the Allianz Technology Trust portfolio. Walter also discusses prospects for the FAANG* stocks and the impact global trade tensions are having. Is it realistic to assume that manufacturing jobs will return to the US? Listen in to discover more.Produced and recorded by Lansons, at the Lansons studio in Farringdon.*FAANG = Facebook, Apple, Amazon, Netflix and Alphabet's Google

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)

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. 

In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009.  Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price.Mike explains the benefits of being based ‘on the ground' in the San Francisco Bay Area, in close proximity to Silicon Valley. Ten of the company's leading holdings are located within fifty miles of the Allianz offices and Mike explains how this delivers a considerable advantage. He also considers what it is that creates a fertile environment for technology companies.Produced and recorded by Lansons, at the Lansons studio in Farringdon. 

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)

Listen to Walter Price, Portfolio Manager of Allianz Technology Trust, share his insights on ‘all things tech' in this, the first of a new quarterly podcast dedicated to this fast-moving sector.The team strive to understand, anticipate and react to technology trends in a dynamic and proactive way. Their location in San Francisco, at the heart of the technology industry, is a real advantage. Listen in, as Walter discusses not only the outlook for the sector but also the recent upsets that have disrupted markets.Produced and recorded by Lansons, at the Lansons studio in Farringdon. 

Welcome to Silicon Valley: Byte Size, a quarterly look at developments from the technology sector and what they mean for investors. Every quarter, a member of the Allianz Technology Trust investment team will offer their insight, as they discuss cutting edge companies and how they are changing our lives. The award-winning Allianz Technology Trust PLC offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by the team who have more than 70 years of experience of investing in technology combined. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. Produced by Lansons at the Lansons studio (lansons.com)