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Positioning for 2025 – the year ahead in tech

EPISODE · Feb 19, 2025 · 19 MIN

Positioning for 2025 – the year ahead in tech

from Silicon Valley Byte Size - The Allianz Technology Trust Podcast

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.

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Positioning for 2025 – the year ahead in tech

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