Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Quantum computing is often described as the next frontier, a technology that could solve problems beyond the reach of today's computers. But how close are we to seeing real-world applications, and what does it mean for investors?In this episode of Silicon Valley Bite Size, Mike Seidenberg, lead manager of Allianz Technology Trust, explores the opportunities and challenges surrounding quantum computing. He discusses how quantum differs from traditional computing, the potential applications across areas such as financial modelling, weather forecasting and cybersecurity, and why commercial viability remains the key question for investors.Mike also examines the engineering hurdles that still need to be overcome, the implications for encryption and security, and why investors should focus on companies with a credible path to commercialisation rather than simply the most exciting technology.Listen now to discover why quantum computing could be one of the most transformative technologies of the coming decades, and why investors should remain focused on execution as much as innovation. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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? Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.