Allianz Technology Trust


Sign up Contact us
Menu

Videos, Podcasts & Reading

Videos, Podcasts & Reading

    Please Select Topics
    • Podcast
    • Reading
    • Video
    • Video
    Filter by Search:
      Please Select Topics:
        Please select Author:

          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.

          Read More

          21/02/2025

          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.

          Read More

          05/11/2024

          External Video Content

          This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

          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.

          Read More

          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.

          Read More

          25/10/2024

          External Video Content

          This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

          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.

          Read More

          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.

          Read More

          16/07/2024

          External Video Content

          This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

          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.

          Read More

          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.

          Read More

          14/05/2024

          External Video Content

          This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

          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.

          Read More

          29/04/2024

          Show more

          Allianz Technology Trust News

          Subscribe to receive monthly factsheets & news, including the regular ‘Investment Insights’ update from the heart of the tech industry

          Sign up here

          Contact AllianzGI Investment Trusts

          For more information on our products and services.

          Contact Us

          Allianz Global Investors

          You are now leaving the Allianz Global Investors’ website and being redirected to

          Welcome to The Allianz Technology Trust

          Select Role
          • Individual and professional investors

          • Warning to Shareholders

            We are aware that some shareholders may have received unsolicited telephone calls or correspondence concerning investment matters. These are typically from overseas based organisations who target UK shareholders offering to sell them, what often turn out to be, worthless or high risk shares in US or UK investments. They can be extremely persistent and persuasive. Shareholders are therefore advised to be very wary of any unsolicited advice or offers.

            Please note that it is most unlikely that either the company or the company’s Registrar, Link Asset Services, would make unsolicited telephone calls to shareholders. Any such calls would only ever relate to official documentation already circulated to shareholders and never in respect of investment ‘advice’.

            If you are in any doubt about the veracity of an unsolicited telephone call, please call the Company Secretary +44 (0)800 389 4696 or the Registrar on +44 (0) 371 664 0300.

            You can also report and get advice about fraud or cyber crime by contacting Action Fraud – National Fraud & Cyber Crime Reporting Centre 0300 123 2040 and visiting their website at www.actionfraud.police.uk.

            Plead this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website. By pressing ‘Confirm’ you agree that you have read and understood the following information.

            Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

            Please note that the products referred to on this website are only available to persons normally resident for tax purposes in the United Kingdom of Great Britain and Northern Ireland. Allianz Global Investors UK Limited has taken reasonable care to ensure the accuracy of information available through the site. However, the information may be amended at any time by Allianz Global Investors UK Limited without notice. As far as it is permitted under the Financial Services Act, Allianz Global Investors UK Limited does not accept liability for any loss, direct or indirect owing to reliance on any information contained herein. Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice which Allianz Global Investors UK Limited is not authorised to give. If you are unsure of the suitability of any investment contained in this website, please contact a Financial Adviser. This site may provide links to third party websites over which Allianz Global Investors UK Limited has no control. These links are provided for your convenience and Allianz Global Investors UK Limited accepts no responsibility for the content of such websites. For your security we may record or randomly monitor all telephone calls.

            Regulation and Status Disclosure

            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.

            Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: Sector Specialists – Technology, Media & Telecoms.

            Please note that the important information set out here does not exclude or restrict any duty or liability to customers of Allianz Global Investors UK Limited under the Financial Services and Markets Act 2000 or under the Financial Conduct Authority Rules.

            Investments

            You should always bear in mind that:

            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.

            Changes in rates of exchange may cause the value of investments and the income from them to go down or up.

            In a building society your money is secure, whereas in a stock market-based investment it is exposed to a degree of risk and the value of your investment will fluctuate up and down.

            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.

            The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. 

            A person within Allianz Global Investors UK Limited, its affiliates and their directors may or may not have a position in or with respect to any investments mentioned on this website.

            If you are in any doubt about the information contained on this website please call us on 0800 389 4696 and speak to one of our trained helpline staff or consult a professional financial adviser.

            The material contained in this website is directed only at persons or entities in any jurisdiction or country where such access to information contained herein and use thereof is not contrary to local law or regulation. Accordingly, all persons who access this website are required to inform themselves of and to comply with any such restrictions.

            Advice

            Allianz Global Investors UK Limited only provides information on our own and other group company products and does not give advice to retail customers based on individual circumstances. Please contact a financial adviser if you need advice.

            No Reliance

            Although Allianz Global Investors UK Limited has taken all reasonable care that the information contained within the website is accurate at the time of the publication, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Allianz Global Investors UK Limited or its contractual partners. Information, opinions and estimates and any other contents on this website are provided by Allianz Global Investors UK Limited for personal use and informational purposes only and are subject to change without notice. Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

            No Warranty

            The information and opinions contained on the website are provided without any warranty of any kind, either expressed or implied, to the fullest extent permissible pursuant to applicable law. Allianz Global Investors UK Limited further assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.

            Liability Waiver

            Under no circumstances, including, but not limited to, negligence, shall Allianz Global Investors UK Limited be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.

            Cookies

            A 'cookie' is a piece of information that is saved to your PC by the web server. Confirmation of reading this disclaimer will place a cookie on your PC and it will ease your navigation around the web site by not popping up this disclaimer again during this browser session. This cookie is temporary and will be removed when you close your browser. The cookie is not used for any other reason on this site.

            Linked Sites

            Some pages on this website contain information maintained by third parties. Although the information is believed to be reliable, Allianz Global Investors UK Limited does not guarantee the timeliness, accuracy or suitability of such information in any way and anyone who acts on the information does so entirely at their own risk. Allianz Global Investors UK Limited is not responsible for the content of any links to off-site pages, nor is it responsible for any websites that may contain links to this website. Any such website will not have been reviewed by Allianz Global Investors UK Limited and Allianz Global Investors UK Limited shall not be liable for any loss or damage arising from your reliance upon information therein. Following links to any off-site pages or other websites shall be entirely at your own risk.

            Copyright

            Copyright in this website is owned by Allianz Global Investors UK Limited. The copyrights of third parties are reserved. You may download or print a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or other copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or part), transmit (by electronic means or otherwise), modify, link or use for any public or commercial purpose the website without the prior permission of Allianz Global Investors UK Limited.

            Nothing at the website shall be construed as granting any license or right to use any image, trademark, service mark or logo. Allianz Global Investors UK Limited reserves all rights with respect to copyright and trademarks ownership of all material at the website, and will enforce such rights to the full extent of applicable law.

            Money Laundering

            Any transaction involving client money will be covered by statutory and other requirements relating to money laundering including the Proceeds of Crime Act 2002, the Money Laundering Regulations, the Financial Conduct Authority rules and the Joint Money Laundering Steering Group Guidance Notes, as amended from time to time (jointly "the Money Laundering Requirements").

          Please check the checkbox to accept the terms and conditions.