Connected Investor - The Brunner Investment Trust PLC Podcast
Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected.
Connected Investor - The Brunner Investment Trust PLC Podcast
Tech’s Still Standing
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AllianzGI Investment Trusts
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Season 1
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Episode 13
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.