AI euphoria versus economic realities – tech in 2025

About this episode

Mike Seidenberg discusses the pullback in technology shares and the impact of new policy dynamics in the US on the market.

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.

People in this episode

Guest: Mike Seidenberg

Topics covered

• AI
• technology shares
• economic realities
• market reactions
• macro environment
• long-term investment

Keywords

• AI euphoria
• technology
• economic realities
• market pullback
• investment strategy
• 2025
• tariffs

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

Places: US

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