Positioning for 2025 – the year ahead in tech
About this episode
Mike Seidenberg discusses the major themes driving the technology sector forward and the impact of potential tariffs on supply chains as we look towards 2025.
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.
More episodes of Silicon Valley Byte Size - The Allianz Technology Trust Podcast
- Beyond the moonshot: why connectivity is the biggest space tech investment opportunity
- Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure
- The AI Ecosystem Play: It's Not Just About the Chips
- Searching for gems in the tech sector
- AI euphoria versus economic realities – tech in 2025
- Beyond the behemoths
Explore listener stats, chart rankings, contacts and more on the Silicon Valley Byte Size - The Allianz Technology Trust Podcast podcast page.