Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Is bigger always better?


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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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Silicon Valley Byte Size - The Allianz Technology Trust PodcastBy AllianzGI Investment Trusts


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