Podcasts about allianz technology trust

This month's bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what's on the fund manager's mind at the moment.  Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain. Tom Sieber chats with Urban Logistics' Justin Upton about the property sector and why this trust walked away from a potential merger with a rival. We've also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.  

In today's episode of Dividend Talk, where we jump into the world of investment trusts with our special guest, Andrew who is a member of the Limerick FI group in Ireland. We share some notable dividend hikes, including Ahold Delhaize, Coca-Cola, Schneider Electric, Royal Vopak, and Moody's. In this episode, Andrew shares his journey into the world of investing and simplifies the concept of investment trusts. Learn about the distinctions between closed-end and open-end trusts, as well as key terms like gearing, net asset value, and dividend heroes. Andrew shares the concept behind two dividend policies prevalent in investment trusts, including the traditional dividend growth model and the enhanced dividend approach exemplified by JP Morgan Global Growth & Income. Andrew shares his thoughts on what to look for when evaluating investment trusts, from compelling narratives and annual reports to metrics like z-scores, gearing, and dividend cover, not forgetting the consideration of fees and managerial expertise. Additionally, Andrew answers questions from our community, such as the comparison between investment funds and ETFs, and the potential impact of changes in investment strategy resulting from the elimination of deemed disposal.  Books Mentioned  John Barrons, Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret Jonathon Davis, The annual Investment Trust handbook 2024 Ed Conway, Material World Jonathon Davis - Templeton's Way with Money. Websites Mentioned The AIC,  Trustnet, The Money Makers podcast Companies Mentioned CT Private Equity Trust,  Allianz Technology Trust, City of London Investment Trust, Renewables Infrastructure Group, Greencoat Renewables, Aquila European Renewables, Finsbury Growth & Income Trust, Bankers Investment Trust, NextEnergy Solar Fund and BlackRock World Mining

On this week's podcast Danni and Laura cover the all important inflation figure, which showed the headline number had moved in the wrong direction. That surprise shift had a knock-on effect on markets, so we look at the winners and losers there. The ongoing issues in the Red Sea are having an impact on companies, including Shell, but also are a risk to inflation, so we delve into the potential effects on prices. In the markets segment we also cover what the latest jobs figures mean for the health of the economy, and for recruitment firm Page Group, and we look at the impact of the new boss at BP. As interest rates are still expected to be cut this year, it's no surprise that savings rates are falling. We've got some news about the Premium Bond prize fund falling – which might signal the end of great rates for savers. And as more people are dragged into the next income tax bracket, Laura has got some helpful advice on how to navigate that. Our interview this week is Mark Seidenberg, lead portfolio manager of the Allianz Technology Trust, about the technology space and his outlook for the year ahead.

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 Reynard and Allianz Technology Trust portfolio manager Mike Seidenberg 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? To see the full podcast series visit https://www.allianztechnologytrust.com/en-gb/videos-podcasts-and-reading?Topic=Podcast Hosted on Acast. See acast.com/privacy for more information.

Kyle Caldwell and Sam Benstead discuss the latest fund and investment trust news; including Terry Smith's portfolio activity, investment trust discount opportunities, and change at the top at Allianz Technology Trust. Later in the podcast, Sam interviews Cormac Weldon, fund manager of Artemis US Smaller Companies. Weldon details recent portfolio changes, as well as offering his insight into the relative value of US shares and smaller companies at the moment. The fund is a member of interactive investor's Super 60 list. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg's big bet on the metaverse.

With a new year upon us, Walter Price and Mike Seidenberg of Allianz Technology Trust 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. To see the full podcast series visit https://www.allianztechnologytrust.com/podcast/ See acast.com/privacy for privacy and opt-out information.

In the first Funds Fan episode of the year, Richard Hunter, head of markets at interactive investor, joins Kyle Caldwell to discuss four predictions made by fund managers for 2022. Later, our fund manager interview for this episode is Walter Price of the Allianz Technology Trust. Among the topics discussed are the outlook for technology in 2022, inflation, Tesla, and whether the metaverse is a new investment theme. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

This podcast episode from Allianz Technology Trust, looks at the ‘new normal' post-pandemic where remote working will mix with on-site working where possible. 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. To see the full podcast series visit https://www.allianztechnologytrust.com/podcast/ See acast.com/privacy for privacy and opt-out information.

interactive investor experts Kyle Caldwell and Tom Bailey discuss the best funds and investment trusts of the year, and examine a poll of investment trust managers that reveals where they expect to find value opportunities in 2021. The pair are joined by Jonathan Davis, editor of the annual Investment Trust Handbook, who discusses highlights of this year’s book, including insights from Aberdeen Standard Life’s Harry Nimmo, Monks’ Charles Plowden and Allianz Technology Trust’s Walter Price. Davis also explains why he thinks trusts are the connoisseur’s choice when choosing an investment, and makes predictions for 2021. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Last week was big for US tech - with a fiery Congressional hearing and bumper quarterly earnings. “With the exception of Amazon, all of these companies are not expensive stocks now”, argues Walter Price, portfolio manager of Allianz Technology Trust. In this podcast, Mr Price tells us his views on growth, regulation, and China’s moves to replace the US as the dominant world superpower. See acast.com/privacy for privacy and opt-out information.

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 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 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)

Walter Price, portfolio manager of Allianz Technology Trust, has 30 years of investment experience in the global tech sector. In this special podcast, he tells us where he thinks there are big opportunities for investors in the coming years and warns us of the companies that could begin to struggle. See acast.com/privacy for privacy and opt-out information.

Personal finance writer Kate Beioley talks to deputy personal finance editor Leonora Walters and Patrick Connolly, chartered financial planner at Chase de Vere, in our bear market special. The panel looks at the funds to turn to in volatile times, why Allianz Technology Trust is selling Amazon in a de-risking move and why investors are liking bond exchange traded funds. Music by Kevin MacLeod See acast.com/privacy for privacy and opt-out information.