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The post-pandemic technology landscape
Manage episode 389244734 series 3075916
The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.
Recorded and produced by Lansons.
26 odcinków
The post-pandemic technology landscape
Silicon Valley Byte Size - The Allianz Technology Trust Podcast
Manage episode 389244734 series 3075916
The technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.
Recorded and produced by Lansons.
26 odcinków
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