))
Tech’s Still Standing
Manage episode 351409776 series 3378370
Contenuto fornito da AllianzGI Investment Trusts. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da AllianzGI Investment Trusts o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year?
Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how differentiation is needed between different types of technology stocks as the sector covers a very large spread of firms and sub-sectors.
Recorded and Produced by Lansons.
20 episodi
Condividi
