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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Positioning for 2025 – the year ahead in tech

          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.

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          7 hours ago

          Videos, Podcasts & Reading

          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.

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          05/11/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          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.

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          31/10/2024

          Videos, Podcasts & Reading

          Allianz Technology Trust: October 2024 Update

          Watch Lead Portfolio Manager Mike Seidenberg deliver an update on Allianz Technology Trust for the Doceo platform. He covers the Trust's current positioning, explores the potential of generative AI, and explains how this secular theme is represented in the portfolio—without getting swept up in the hype. Mike also discusses recent portfolio additions, including Spotify and Palantir.

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          25/10/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Is bigger always better?

          Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant.

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          23/07/2024

          Videos, Podcasts & Reading

          Elevator Pitch: A quick introduction to the Allianz Technology Trust

          Doceo recently initiated coverage of the Allianz Technology Trust. Watch portfolio manager Mike Seidenberg as he gives a quick ‘elevator pitch’ on the trust and its objective of achieving long-term capital growth by investing in global technology companies that have the potential to be tomorrow’s Apple, Google or Microsoft.

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          16/07/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Semiconductors – a core ingredient.

          Semiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names.

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          27/06/2024

          Videos, Podcasts & Reading

          Allianz Technology Trust 2024 AGM

          This is a summary recording of the Company's Annual General Meeting (AGM) which was held on 24 April 2024, including an update from Lead Portfolio Manager, Mike Seidenberg.

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          14/05/2024

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          The Growing Long-Term Investment Opportunities in Cybersecurity

          The increasing need for global cybersecurity represents a promising opportunity which the Allianz Technology Trust has gained exposure to.

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          29/04/2024

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            Allianz Global Investors represents products and services of Allianz Global Investors UK Limited. Allianz Global Investors UK Limited is an investment company, incorporated in the United Kingdom, with its registered office at 199 Bishopsgate, London, EC2M 3TY.

            Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

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            Investments

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            Past performance does not predict future returns.

            The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

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            Allianz Technology Trust PLC is a quoted company listed on the London Stock Exchange. Its share prices are determined by factors including demand which means that the shares may trade below (at a discount) or above (at a premium to) the underlying net asset value.

            Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust’s returns more volatile than the returns of a fund that does not invest in similarly related companies. Investment trusts can enhance returns through gearing. This can boost a Trust’s returns when investments perform well, though losses can be magnified when investments lose value. This Trust does not currently employ gearing. Derivatives can be used to manage the Trust efficiently.

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