Dec
2024
Allianz Technology Trust: Reflecting on 2024
DIY Investor
26 December 2024
At Allianz Technology Trust, we embrace the transformative power of technology, so our investors can feel more confident in exploring the potential of this dynamic industry.
While tech markets can be volatile, our long-term approach and proven expertise can help you to navigate the risks and stay ahead of trends. With deep connections to global innovation hubs and a strong track record, we aim to position the portfolio for enduring growth in this exciting sector.
There has never been a more compelling time to invest in technology. We’re here to support you through the excitement and challenges of tech investing.
Reflecting on 2024
Lead Portfolio manager Mike Seidenberg, sat down with host Cherry Reynard to reflect on the past year discussing his expectations versus how the year unfolded – mentioning some notable winners. He also shared his thoughts on the potential impact of the upcoming US presidential elections and what he’s looking forward to in 2025
Beyond the behemoths
In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies.
Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently
Disclaimer
This is a Marketing Communication.
Past performance does not predict future returns.
The statements contained herein may include statements of future expectations and other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. We assume no obligation to update any forward-looking statement.
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