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Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Geopolitics and Technology

26:30
 
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Manage episode 359390273 series 3075916
Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.

Recorded and produced by Lansons.

  continue reading

25 episod

Artwork
iconKongsi
 
Manage episode 359390273 series 3075916
Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this latest podcast, portfolio manager Mike Seidenberg and host Cherry Reynard focus in on a single issue: geopolitics and how it’s affecting the technology sector. The geopolitical landscape has seen many issues over the past year, with war in Europe and a significant deterioration in US/China relations destabilising global trade. With technology being a largely globalised industry, how might these geopolitical tensions affect it? The pair delve into cyber security, semiconductors and super-computers amongst other factors.

Recorded and produced by Lansons.

  continue reading

25 episod

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