EPISODE · Nov 2, 2022 · 16 MIN
A Rollercoaster Ride
from Silicon Valley Byte Size - The Allianz Technology Trust Podcast
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.
What this episode covers
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.
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A Rollercoaster Ride
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