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.

People in this episode

Guest: Mike Seidenberg

Topics covered

• technology trends
• supply chain
• tariff regime
• valuations
• regulation
• growth outlook

Keywords

• technology
• supply chain
• tariffs
• valuations
• regulation
• growth

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

Places: US

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