Mike Seidenberg, fund manager of Allianz Technology Trust, explains how he breaks down the technology sector to take advantage of trends and avoid the risk of overpaying.
He also tells ii’s Kyle Caldwell that despite the recent strong run of performance for tech shares, in his view valuations are “reasonable” and the prospect of interest rate cuts will be a positive for the sector.
He also reveals a recent new position - UK cybersecurity company Darktrace - which at the end of April accepted a takeover bid from a US private equity firm.
The interview took place a couple of days prior to the takeover announcement.
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24 июл 2024
