Shows
A Value View - The Merchants Trust PLC PodcastWith elections behind us, who holds the power?Who holds the power: the government or the market? In this episode, Simon Gergel discusses the aftermath of the recent UK elections, marked by a significant Labour victory. He explores the market response and highlights where opportunities are being found today. Listen in now to find out more about the impact of a new government and what it means for investors. Hosted on Acast. See acast.com/privacy for more information.2024-08-0616 min
Silicon Valley Byte Size - The Allianz Technology Trust PodcastIs bigger always better?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. Hosted on Acast. See acast.com/privacy for more information.2024-07-1713 minA Value View - The Merchants Trust PLC PodcastHappy 30thIn this 30th episode of the A Value View podcast, Jon and Simon discuss dividends once again. With Merchants having reached its 42nd consecutive year of paying an increased dividend, just how has the trust managed this? And, what does the state of play look like for the future, not only for income, but for the UK equity market in general? Takeovers, banks, the economic outlook and the effects of political uncertainty all come under the spotlight. Hosted on Acast. See acast.com/privacy for more information.2024-06-2417 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastSemiconductors – a core ingredientSemiconductors are everywhere – not only in things where we would definitely expect them, but increasingly in everyday items as well as those products become more technologically advanced. That proliferation has spawned some very profitable companies – Cherry Reynard and Mike Seidenberg discuss the different types of companies in the ecosystem and where the trust is currently putting its concentration in this sector, many of which are not household names. Hosted on Acast. See acast.com/privacy for more information.2024-06-2413 min
Connected Investor - The Brunner Investment Trust PLC PodcastRealities of the energy transitionA multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also examine the tie in with global population size and growth, look at whether energy in general and renewable energy in particular contains opportunities for investors, and draw their conclusions on the ultimate realities of the energy transition Hosted on Acast. See acast.com/privacy for...2024-06-1814 minConnected Investor - The Brunner Investment Trust PLC PodcastLooking beyond the obvious…The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year. Hosted on Acast. See acast.com/privacy for more information.2024-05-3012 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastMaking connectionsThe Internet-of-Things can often conjure up images of smart home devices and either utopian or dystopian views of a fully connected life. However, there are many other use cases, for example in industrial applications, where the technology has wide ranging implications for efficiency and improvement. Mike Seidenberg and Cherry Reynard delve deeper into this connected landscape… Hosted on Acast. See acast.com/privacy for more information.2024-04-1115 minA Value View - The Merchants Trust PLC PodcastA great opportunity set for investorsIn this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and his team choose good opportunities for the portfolio from that opportunity set, and which sectors are currently providing the best dividend opportunities. Hosted on Acast. See acast.com/privacy for more information.2024-04-1116 min
AllianzGI podcastAllianzGI Kapitalmarktausblick April 2024Willkommen in unserer heutigen Podcast-Episode! Dr. Hans-Jörg Naumer, renommierter Finanzexperte und Ökonom bei Allianz Global Investors, hat die redaktionelle Leitung übernommen und bringt Dir die neuesten Entwicklungen an den Kapitalmärkten näher. Die gute Nachricht gleich vorweg: die Stimmung ist gut. Im März herrschte an den Kapitalmärkten eine anhaltende Hochstimmung, mit neuen Höchstständen beim S&P 500, Nikkei, EuroSTOXX und DAX sowie einem Aufwärtstrend bei Bitcoin und Gold. Mehr in unserem aktuellen Kapitalmarktausblick.2024-04-0406 min
AllianzGI podcastAllianzGI Kapitalmarktausblick März 2024Willkommen in unserer heutigen Podcast-Episode! Zusammen mit unserem Finanzexperten Stefan Rondorf nehmen wir Dich mit auf einen Flug über die Finanzmärkte. Die Zentralbanker, als Piloten im Landeanflug, stehen vor Herausforderungen, ähnlich wie wir es erwartet haben. Erfahre mehr über die Themen Inflation, Zinserhöhungen und die Entwicklungen der Lieferketten in unserem aktuellen Kapitalmarktausblick.2024-02-2908 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Februar 2024Diesen Monat sprechen wir ins unserem Kapitalmarktausblick über: „Stabilität in Zeiten der Disruption“. Denn wer wollte das nicht? Disruption ist aller Orten. Ob langfristig-strukturell - denken wir nur an Digitalisierung, Deglobalisierung und Demographie im Zusammenspiel mit der Dekarbonisierung der Weltwirtschaft – oder an eher tagesaktuellere Ereignisse, wie Geo- und Geldpolitik, eine Fülle anstehender Wahlen über alle Kontinente und das gesamte Jahr 2024 hinweg oder eine Inflation, die auf zu erwartend höherem Niveau über die Zeit die Kaufkraft auch der Vermögen disruptiert?2024-02-0108 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Januar 20242024 ist die Wahrscheinlichkeit erhöht, dass die US-Ökonomie in eine Rezession rutscht. Darauf weisen eine Reihe von Frühindikatoren hin. Mehr hören Sie in unserem aktuellen Kaptialmarktbrief.2024-01-0408 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastThe post-pandemic technology landscapeThe technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.Recorded and produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2023-12-1314 minA Value View - The Merchants Trust PLC PodcastThe Post-pandemic Technology LandscapeThe technology sector that has emerged from the pandemic is different to the one that went before. And we are still seeing some of the ramifications. In this latest podcast we discuss how the sector has changed over the past two years, and how that is reflected in the portfolio. Which pandemic trends have endured, how has the higher interest rate environment dented the valuation of higher growth shares and how has the portfolio been reshaped to reflect this changing environment.Recorded and produced at the Lansons studios.2023-12-1114 minConnected Investor - The Brunner Investment Trust PLC PodcastDelving into the detailsIn this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case the sheer physics of what is being achieved by some of the leading companies is, quite simply, astounding. Hosted on Acast. See acast.com/privacy for more information.2023-12-0812 minA Value View - The Merchants Trust PLC PodcastGlass half full?There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of these factors firmly in the rear-view mirror, and with interest rates potentially close to their peak and UK economic growth recently being revised upwards, could the glass actually be half-full, rather than the pessimistic alternative? Hosted on Acast. See acast.com/privacy for more...2023-12-0711 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Dezember 2023Das Jahr 2023 neigt sich dem Ende zu – und aus Anlegersicht ist es zumindest bis Stand Ende November ertragreicher verlaufen, als zu erwarten gewesen wäre. Einige Fragestellungen hinterlässt das Jahr 2023 dem nachfolgenden Jahr, einige neue kommen hinzu. Worauf schauen wir im nächsten Jahr und welche Chancen könnten sich ergeben? Erfahren Sie jetzt mehr in der aktuellen Ausgabe unseres Kapitalmarktausblicks.2023-11-3010 min
AllianzGI podcastAllianzGI Kapitalmarktausblick November 2023Allianz Global Investors Kapitalmarktbrief November:
Der Suchbegriff "soft landing" trendet seit gut zwei Jahren, Anklänge an eine Endlosschleife.2023-10-3010 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Oktober 2023Wenn es darum geht, einen Rückblick auf die Performance an den Kapitalmärkten zu werfen, wurden die grünen Farben des Frühlings in den letzten Wochen durch zunehmend düstere Herbsttöne ersetzt. Mehr hören Sie in unserem aktuellen Kaptialmarktbrief.2023-10-0407 minA Value View - The Merchants Trust PLC PodcastTalking incomeAs the trust gears up for the release of its latest interim results, many investors will have an eye on the upcoming dividend. As an AIC Dividend Hero, the trust is well known for maintaining a steady dividend payment throughout the many ups and downs in market conditions over the past several decades. Host Jon Cronin and Portfolio Manager Simon Gergel discuss the approach taken to try to achieve the trust’s aims for shareholders and where the best opportunities currently lie for value investors in the UK market. A ranking, a rating or an award provides no indicator of fu...2023-09-2212 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastAI – opportunity or threat?ChatGPT has brought artificial intelligence (AI) firmly into investors’ sights in 2023. But, where are we today in terms of AI and its applications, and where are we going in the future? Cherry and Mike look at the implications and whether the initial euphoria from an investment perspective is warranted. There is no doubt that increasing use of data is an advantage for businesses, and those that fall behind in their use of AI risk being at a competitive disadvantage. On balance, is AI an opportunity or a threat? Hosted on Acast. See acast.com/privacy for more information.2023-08-3115 minConnected Investor - The Brunner Investment Trust PLC PodcastWhat just happened? – A look back at the year so far.In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed their longer-standing underperformance of recent years. After something of a frenzy in May and June, and associated predictions of the end of the world as we know it, is some of the hype surrounding AI now abating – and what does that mea...2023-08-3114 min
AllianzGI podcastAllianzGI Kapitalmarktausblick September 2023Anleihen könnten im Jahresverlauf interessant werden, lautete eine unserer Prognosen im Jahresausblick 2023. Ist es nun soweit? Sind Anleihen nach den Renditeanstiegen der letzten Wochen jetzt attraktiv?2023-08-3009 min
AllianzGI podcastAllianzGI Kapitalmarktausblick August 2023Die gute Nachricht zuerst: Die Inflationsraten sind weltweit im Rückwärtsgang. Gleichzeitig wandert die Geldpolitik auf das Hoch ihres Leitzinsniveaus zu. Die Gesamtsicht zeigt, dass die Geldpolitik, mit wenigen Ausnahmen, global noch weiter im Straffungsmodus ist. Mehr erfahren Sie im aktuellen Kapitalmarktbrief.2023-08-0107 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Juli 2023Die US-Zentralbank Federal Reserve (Fed) hat zwar zunächst eine Pause bei der Zinserhöhung eingelegt, aber die Europäische Zentralbank (EZB) und auch die Bank of England (BoE) lassen keinen Zweifel: Für sie ist das Ende der Fahnenstange im Kampf gegen die Inflation noch nicht erreicht. Mehr erfahren Sie im aktuellen Kapitalmarktbrief.2023-07-0508 min
Fund Seminar's PodcastEpisode 30: Fund Seminar Podcast met Erik van de Weele van AllianzGIAleen voor professionele beleggersDeze Fund Seminar podcast verwelkomt Erik van de Weele, Office Head and Head of Wholesale Business Development Benelux at Allianz Global Investors. Erik is in gesprek met Jan Jaap Omvlee over China Equities & A-Shares. Aan beleggingen zijn risico’s verbonden. Beleggingen en de inkomsten daaruit kunnen in waarde stijgen en dalen. Beleggers krijgen mogelijk hun inleg niet volledig terug. Allianz China A-Shares is een subfonds van Allianz Global Investors Fund SICAV, een open-end beleggingsmaatschappij met variabel aandelenkapitaal, opgericht naar Luxemburgs recht. Bij de Aandelenklassen van het Subfonds die niet in...2023-06-2116 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastThe big business of cyber crimeIn this latest podcast, portfolio manager Mike Seidenberg and stand-in host Jon Cronin focus in on the topic of cybersecurity. The team look at what the implications are to us all in our daily lives, but also how this impacts businesses, corporations, and governments. With huge criminal enterprises emerging and nation states weaponising cyber-attacks, just how big is the problem? Hosted on Acast. See acast.com/privacy for more information.2023-06-1613 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastCyber-crime-fighters – capes not required!Picking up where the previous podcast episode left off, portfolio manager Mike Seidenberg and host Jon Cronin dive a little deeper on the topic of cybersecurity. Which companies are championing the fight-back, what should investors be thinking about in that sector, and how does cyber security stack up alongside other areas within tech? Hosted on Acast. See acast.com/privacy for more information.2023-06-1611 minConnected Investor - The Brunner Investment Trust PLC PodcastThe road to net zeroIn this latest podcast the team look at the factors to consider when investing around the theme of decarbonisation and how companies with strong decarbonisation credentials, able to drive the energy transition, are considered within the investment universe. What elements shape the pathway to net zero and what will be required to get there? With that view in mind, which companies could be well placed to capitalise and therefore provide good investment returns for investors? Electricity generation, energy storage and transportability all come under the spotlight. Hosted on Acast. See acast.com/privacy for more information.2023-06-1414 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Juni 2023Wenn Angebot und Nachfrage ins Ungleichgewicht kommen, reagiert nichts so sensibel darauf wie die Preise. So sind die massiven Anstiege bei der Inflationsrate letztlich eine Ausgeburt massiver Schocks, seien diese nun fiskalischer, geldpolitischer oder pandemischer Natur. In der Summe geht es um Rebalancierung: denn Angebot- und Nachfrage müssen wieder zurück ins Gleichgewicht. Mehr erfahren Sie im aktuellen Kapitalmarktbrief.2023-06-0107 minA Value View - The Merchants Trust PLC PodcastBuilding the case for buildingThe housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In the latest podcast episode, Jon and Simon debate the fortunes of the UK’s housebuilders as well as looking at what other companies could benefit from a more buoyant sector, with first quarter trading generally having been quite resilient and mortgage rates having come down a little. Hosted on Acast. See acast.com/privac...2023-05-2610 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Mai 2023Global betrachtet erscheint das Wachstum gerade widerstandsfähiger als gedacht, eine Rezession in den USA und anderswo etwas weiter weg als vor einigen Monaten befürchtet. Aber ist der Konjunkturzyklus unkaputtbar? Auf diese und andere Fragen möchten wir in unserem aktuellen Kapitalmarktbrief eingehen.2023-05-0408 min
AllianzGI podcastAllianzGI Kapitalmarktausblick April 2023Welche Ursachen liegen den aktuellen Spannungen im Bankensystem zugrunde? Und mit welchen Folgen müssen Anleger in den kommenden Monaten rechnen? Diese Fragen möchten wir in unserem aktuellen Kapitalmarktbrief für Sie beantworten.2023-04-0508 minConnected Investor - The Brunner Investment Trust PLC PodcastGrowing old gracefully?In this latest podcast Joe and Christian discuss the factors that led to us seeing almost double-digit inflation last year. Are those drivers now retreating and, if so, are they falling quick enough? The pair also focus in on the undeniable fact that across the globe people are living longer and, hopefully, healthier and wealthier lives. They discuss how that might affect the decision making for governments who see shortages in the workplace and not enough income tax coming in, but also how Christian and the team address this theme in terms of the Brunner portfolio. Recorded a...2023-04-0311 minA Value View - The Merchants Trust PLC PodcastA Closer Look at the UK’s Stock MarketIn the latest episode of ‘A Value View’, host Jon Cronin gets Simon Gergel’s thoughts on the current outlook for the UK’s FTSE 100. On the one-hand, the FTSE hit an all-time high in February, on the back of bumper profits for several of its constituent stocks. But, on the other hand, there are questions around the future growth prospects of the London market after two major UK companies announced they intended to pursue stock market listings in New York. Simon gives his thoughts on the market’s current state and, more importantly, it’s future.Recorded and...2023-03-3013 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastGeopolitics and TechnologyIn 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. Hosted on Acast. See acast.com/privacy for more information.2023-03-3026 min
AllianzGI podcastAllianzGI Kapitalmarktausblick März 2023Mehr und mehr scheint sich an den Kapitalmärkten die Stimmung durchzusetzen, dass eine Rezession verhindert werden könne, während gleichzeitig die Inflation fällt, was den Weg zu geldpolitischen Lockerungen frei machen würde. Auch die jüngste Umfrage der Bank of America unter den Fondsmanagern weltweit scheint dies widerzuspiegeln. Unbeschadet der Tatsache, dass diese Haltung die unverändert bestehenden geopolitischen Risiken außen vor lässt, stellt sich die Frage, inwieweit die Stimmung mit der tatsächlichen Lage übereinstimmt. Mehr erfahren Sie im aktuellen Kapitalmarktausblick.2023-03-0108 minA Value View - The Merchants Trust PLC PodcastPassed Peak Fear for Investors?Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, the UK market still trades well below historical averages with many strong companies trading at unusually attractive valuations. Against this backdrop, Simon Gergel talks to Jon Cronin about whether he’s feeling optimistic or pessimistic about the coming ye...2023-02-1614 minConnected Investor - The Brunner Investment Trust PLC PodcastWill The Turbulence Continue?Host Joe Lynam sits down with portfolio manager Christian Schneider for the first time in 2023 and asks if the turbulence seen in 2022 could be repeated. Inflation appears to be retreating to some extent due to diminishing increases in base factors such as the price of oil, however Christian and the team also see that inflation may be more persistent, albeit at a lower level. The extent of any recession in 2023 will likely govern the direction of interest rates and that also comes under the microscope, but Christian describes how the team concentrate on picking stocks to a balanced, all-weather approach...2023-02-1612 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Februar 2023Nach dem herausfordernden Jahr 2022 sind die Kapitalmärkte fast begeistert ins neue Jahr 2023 gestartet. Nachlassende Inflationsdynamik hat sowohl Aktien- als auch Anleihemärkten in den ersten Wochen des Jahres Auftrieb gegeben. So wie die Inflationssorgen im letzten Jahr auf den Märkten lasteten, so scheint ihr Zurückweichen die Anleger in den meisten Vermögensklassen deutlich zu entspannen – wie ein langersehntes Durchatmen nach einer Phase erhöhter Muskelanspannung. Wie viele Atemzüge für Anleger zum Durchatmen bleiben, erfahren Sie im aktuellen Kapitalmarktausblick.2023-02-0108 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Januar 2023Das Jahr 2022 war in vielerlei Hinsicht ein Jahr des Schreckens, trotz ermutigender Fortschritte bei der Überwindung der COVID-Pandemie in vielen Ländern. Nach dem Ausbruch geopolitischer Spannungen durch die Invasion der Ukraine wurden die Welt und insbesondere Europa in die schwerste Energiekrise seit den 1970er Jahren gestürzt. Als Reaktion auf die ansteigende Inflation strafften die Zentralbanken weltweit ihre Geldpolitik so stark wie seit 40 Jahren nicht mehr. Dies führte zu weitreichenden Verlusten an den Finanzmärkten.
Wie die Finanzmärkte im Jahr 2023 wieder zurück ins Gleichgewicht kommen können, erfahren Sie im aktuellen Kapitalmarktausblick.2023-01-0408 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastFinding our Sea LegsAt the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas. It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term.Recorded and Produced by Lansons. Hosted on Acast. See acas...2023-01-0320 minConnected Investor - The Brunner Investment Trust PLC PodcastTech’s Still StandingHost 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. Hosted on Acast. See acast.com/privacy for more informat2023-01-0310 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Dezember 2022Das Jahr 2022 hat einige einschneidende Veränderungen mit sich gebracht: Zum einen die Rückkehr der Inflation und damit einhergehend ein recht abrupter Abschied vom Niedrigzinsumfeld des letzten Jahrzehnts. Zum anderen die Rückkehr des Krieges nach Europa, daraus folgend die Energiekrise und erhöhte geopolitische Unsicherheit.
Das Jahr 2023 dürfte ein Jahr werden, in dem die Auswirkungen dieser Umbrüche deutlicher werden.
Wie Sie Ihre Kapitalanalage für einen Neuanfang in 2023 bereit machen können, erfahren Sie im aktuellen Podcast.2022-12-0108 minConnected Investor - The Brunner Investment Trust PLC PodcastA World Running to Stand StillInflation is rampant and central banks are reacting strongly with associated rate rises. At the same time some governments are looking at policies reflecting a very present need to try to buffer current hardships for people. Given Brunner’s focus on growth stocks that have been hit particularly hard by this high inflation and rising interest rate backdrop, will this affect the investment philosophy at all?Recorded and Produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-11-1011 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastA Rollercoaster Ride2022 has undoubtedly been a difficult year so far for the technology sector and for technology investors in turn. Portfolio manager Mike Seidenberg joins host Cherry Reynard to discuss how the current negative market sentiment and economic backdrop is balanced against the ongoing demand drivers for tech firms as we look to the future. With the rollercoaster ride looking likely to continue in the near term at least, Mike sees active management as being key for investors. Hosted on Acast. See acast.com/privacy for more information.2022-11-0216 minA Value View - The Merchants Trust PLC PodcastChallenging timesThere are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stockmarket is different to the UK economy, particularly when investing at the larger end of the market capitalisation scale, where the economic exposure is more global. Given this dichotomy, could the UK market be an interesting (if challenging) place to invest...2022-11-0211 min
AllianzGI podcastAllianzGI Kapitalmarktausblick November 2022„Der Winter naht“ - kalendarisch betrachtet ist diese wiederkehrende Redewendung aus dem Phantasieepos "Game of Thrones" eine Banalität. Während sich auf der Nordhalbkugel der Winter tatsächlich nähert, ist diese Feststellung ökonomisch betrachtet deutlich diffiziler: Die Frage ist nicht, ob er kommt, sondern wie hart er ausfällt. Entsprechend dürfte sich die Nachfrage nach Energie, vor allem nach Gas, entwickeln.
Wie sich der unsichere Winterverlauf auf Konjunktur, Inflation und Kapitalanlage auswirken kann, erfahren Sie im aktuellen Podcast.2022-11-0107 min
AllianzGI podcastAllianzGI Kapitalmarktausblick Oktober 2022Stark verkürzt lässt sich das derzeitige Hochinflationsumfeld als ein unerwartet plötzlich aus dem Ruder gelaufenes Ungleichgewicht zwischen Angebot und Nachfrage umschreiben. Vereinfacht lautet daher das Rezept zur Bekämpfung der Inflation: Nachfrage drosseln - Angebot ausweiten. Soweit der Idealfall.
Wie tatsächlich ein Weg zurück ins Gleichgewicht aussehen könnte, erfahren Sie jetzt in unserem aktuellen Podcast.2022-10-0508 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastWinners and losersAgainst the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.Produced remotely by the Lansons Content Studio Hosted on Acast. See acast.com/privacy for more information.2022-08-1125 minConnected Investor - The Brunner Investment Trust PLC PodcastSeeing stars (and stripes)?The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes of individual companies – Matthew Tillett and Joe Lynam discuss.Recorded and produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-06-2013 minA Value View - The Merchants Trust PLC PodcastReigning SupremeOn the occasion of the Queen’s Platinum Jubilee, Simon and Jon reflect not only on that incredible achievement, but also on the highs and lows faced by The Merchants Trust over its 133 year history. Almost six months into a tumultuous 2022, it also falls due to look more currently and have a mid-point reflection and ponder what may be coming up for the remainder of the year. With markets reacting daily to news flow, Simon describes how there remain opportunities for those investors who can look beyond the near-term gloom.Recorded and Produced by Lansons Hosted on Ac...2022-06-2007 minConnected Investor - The Brunner Investment Trust PLC PodcastFinding the EnergyEnergy – where it comes from, what we pay for it, how secure the supply is and the impact on the environment, are factors in sharp focus for consumers and investors alike. In their latest podcast recorded at the end of April, Matthew Tillett and Joe Lynam discuss these factors in a global context, pondering how this might play out for investors in the sector.Recorded and Produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-05-1716 minA Value View - The Merchants Trust PLC PodcastPowering Towards the FutureThe Russian invasion of Ukraine and subsequent concerns over fossil fuel supplies from Russia have combined in a perfect storm with already rising energy prices and wider cost of living inflation to push energy security and affordability into the spotlight as part of the ongoing energy transition debate. Portfolio manager Simon Gergel and host Jon Cronin share thoughts on the current energy situation, as well as discussing the investment strategy supporting rising dividends for shareholders.Recorded and produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-05-0311 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastMomentous EventsJust one quarter into 2022 the world has already seen significant economic and geopolitical events. How might this impact the technology sector, both in the short- but also the longer-term? In this latest podcast, the team ponder the balance of short-term headwinds with continuing long-term growth themes.Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for more information.2022-04-0627 minConnected Investor - The Brunner Investment Trust PLC PodcastA New Phase – How Will Markets React?In their first catch up of 2022, Joe and Matthew look at the issues that markets have faced in the early part of 2022 and how some of those factors may play out over the coming months.Recorded and Produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-03-3013 minA Value View - The Merchants Trust PLC PodcastA UK Renaissance?The UK market has been more resilient than global peers so far in 2022 and whilst highly valued growth stocks across the globe feel the impact of rising inflation and interest rates, many value stocks that were previously languishing have seen a welcome boost. International investors appear to be looking more closely at owning UK stocks, but how consumer spending will pan out in the current environment is still to be seen.Recorded and produced by Lansons. Hosted on Acast. See acast.com/privacy for more information.2022-03-2209 minA Value View - The Merchants Trust PLC PodcastSeparating The Wheat From The ChaffAs 2021 fades in the memory, the spectre of inflation is firmly on investors’ minds and Simon Gergel gives his view on what that may mean for markets in 2022. After a year where finding genuinely under-priced good businesses – rather than those that are cheap for a reason – paid dividends, Simon explains how extreme pricing anomalies still appear prevalent. This could be where investors are overlooking longer-term potential or, equally, being over exuberant on short-term earnings momentum.Produced and recorded remotely by Lansons Hosted on Acast. See acast.com/privacy for more information.2022-01-1411 minConnected Investor - The Brunner Investment Trust PLC PodcastA World of Extremes?Recorded in December, Joe Lynam and Matthew Tillett sum up 2021 from the perspective of global markets and look ahead for 2022. They look at some of the extremes of the markets and the economy. The size and dominance of some of the world-leading tech companies, the sheer amount of money entering the funds market supporting market growth and what might happen with long-running quantitative easing programmes from the central banks.Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for more information.2022-01-1022 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastTaking Stock of 2021With a new year upon us, Walter Price and Mike Seidenberg joined host Cherry Reynard late in December to look at some of the defining moments for the tech sector in 2021 and to reflect on the future of the sector.Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for more information.2022-01-1037 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastThe Social Dilemma – Withstanding RegulationNew regulation and increased taxation for technology companies are inevitable over the coming years, particularly as the biggest companies gain increasing power – Walter Price and Mike Seidenberg discuss the potential impact on the sector. Although the social media giants help us to communicate effectively and businesses to advertise efficiently, there is concern in regulatory oversight given the influence they have in our daily life.Produced remotely by the Lansons Content Team. Hosted on Acast. See acast.com/privacy for more information.2021-11-1924 minA Value View - The Merchants Trust PLC PodcastOut of Time For Just-In-Time?Supply issues have been in the spotlight of late. Where companies had got used to ‘just-in-time’ supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean we’re not out of the woods yet in terms of economic recovery, and wary of inflationary pressures building up, Simon Gergel describes how he’s trying to look past the short-term noise.Produced and recorded by Lansons at the Lansons studio in Farringdon, London. Hosted on Acast. See acast.com/privacy for more information.2021-11-0212 minConnected Investor - The Brunner Investment Trust PLC PodcastA Crack in the China?For their latest discussion, Matthew and Joe ponder the issue of tightening regulatory factors in China – what will that mean for China itself, the fortunes of companies and markets there and ultimately for the global economy and markets? Also front-of-mind at the moment is energy, primarily because of short-term issues in the UK, but also generally rising prices and demand, plus a focus on the energy transition around the COP-26 summit.Produced and recorded remotely by Lansons Hosted on Acast. See acast.com/privacy for more information.2021-11-0226 min
Investment OfficerAllianzGI: China's strategic motives for a clean energy chainIn the run-up to perhaps the most important UN climate summit ever, the Conference of the Parties 26 (COP26), all eyes are on China. During this geopolitical spectacle, will the world's largest emitter of CO2 commit to new targets to limit global warming? According to AllianzGI, the country has strategic interests that point in the direction of climate neutrality and concrete plans to do so create great investment opportunities.Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing...2021-10-1227 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastEnter the Golden AgeThe world is entering a new phase. Most people agree there will be some kind of ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. In this latest podcast episode, the team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward.Prod...2021-07-2118 minA Value View - The Merchants Trust PLC PodcastThe UK Five Years on…Five years have passed since the Brexit referendum and many different factors have made that a particularly extraordinary and challenging period for the UK market. However, the trick has been to look through the various market uncertainties and using that lens, many mispriced opportunities have presented themselves. Right now, the UK market still looks cheap relative to other markets, and the interest of overseas investors, private equity and corporate buyers has most definitely been piqued.Produced and recorded remotely by Lansons Hosted on Acast. See acast.com/privacy for more information.2021-07-1212 minConnected Investor - The Brunner Investment Trust PLC PodcastState of the NationIn the latest episode, Matthew and Joe discuss; the health of the global economy and the spectre of inflation, a deeper dive into Environmental, Social and Governance (ESG) factors, and a look at the UK now Brexit is bedding down and the vaccination programme is advancing.Recorded and Produced remotely by the Lansons Production team. Hosted on Acast. See acast.com/privacy for more information.2021-06-1126 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastThe Next CycleWith continuing signs of economic recovery, Walter Price and Mike Seidenberg talk to Cherry Reynard about the cyclical and ‘value’ parts of the technology sector likely to benefit. Tailwinds still remain though for high growth companies that did so well in 2020 and the team describe how they will play their part in a new dynamic as people emerge from lockdowns across the globe.Produced, recorded and edited remotely by Lansons - Lansons.com Hosted on Acast. See acast.com/privacy for more information.2021-04-2217 minConnected Investor - The Brunner Investment Trust PLC PodcastA Different ApproachIn the latest episode, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is providing ongoing monetary and fiscal stimulus plus a focus on the healthcare industry, and a look at the Trusts recent results and the current dividend/income situation.Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2021-03-2927 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastFits and StartsAs economic recovery feels the opposing forces of new Covid variants and vaccination programmes, Walter Price talks to Cherry Reynard about how he sees the technology sector is placed for the future, both in the shorter- and longer-term. The latest earnings season, US-China relations, key themes in the portfolio and trends likely to dominate the next decade all come under the spotlight.Produced, recorded and edited remotely by Lansons - Lansons.com Hosted on Acast. See acast.com/privacy for more information.2021-03-1021 minA Value View - The Merchants Trust PLC PodcastWill There be a Tonic for the Markets?The latest reporting season has highlighted the difference between resilient businesses and those hit very hard by the effects of the pandemic. Returning dividends across many sectors are an encouraging sign for income seekers and the vaccine rollout is giving hope that recovery is looming, though the lessons of the recent past should prompt caution. Finally, key themes driving the portfolio come under the microscope.Produced and recorded remotely by Lansons Hosted on Acast. See acast.com/privacy for more information.2021-03-0915 min
Investment OfficerAllianzGI: Where thematic investing and impact investing intersectAllianz Global Investors endorses the importance of the 17 SDGs for investors. For this reason, a number of thematic strategies have been launched that are aligned with these goals. But where exactly do thematic investing and impact investing based on the United Nations Sustainable Development Goals come together? That's what Marije Groen talks about with Holger Wehner, Head of Product Specialists Equity Europe at AllianzGI.Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. 2021-03-0427 minA Value View - The Merchants Trust PLC PodcastA Return to Fundamentals?In this episode, Simon Gergel discusses the potential for a renewed focus on individual companies and their prospects in 2021. While bigger picture themes such as Brexit, the US election, and the impacts of the pandemic dominated markets last year, the associated uncertainties are starting to fall away. Produced and recorded remotely by Lansons Hosted on Acast. See acast.com/privacy for more information.2021-01-0611 minConnected Investor - The Brunner Investment Trust PLC PodcastThe Great DebateThe US election and a potential vaccine were dominating headlines as Matthew Tillett and Marcus Morris-Eyton sat down to record this podcast with co-host Joe Lynam. The team discusses these huge talking points before taking on a more perennial debate – growth vs value. As the team highlight, for them, it’s not about ‘versus’ at all.Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2020-11-2327 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastTech after TrumpRecorded in a fairly momentous week news wise, with a new US President Elect and news of a potential COVID 19 vaccine, Walter Price and Mike Seidenberg chat to Cherry Reynard about how tech could be affected and cast an eye forward to 2021 and beyond.Produced, recorded and edited by Lansons - Lansons.com Hosted on Acast. See acast.com/privacy for more information.2020-11-1828 minA Value View - The Merchants Trust PLC PodcastLooking to the FutureIn this Episode, Simon Gergel takes a closer look at how businesses are emerging from the constraints of lockdown and what the trend for dividends from UK equity markets might be. Finally, Brexit trade negotiations are once again a talking point. Hosted on Acast. See acast.com/privacy for more information.2020-09-2811 minConnected Investor - The Brunner Investment Trust PLC PodcastESG – “Because it matters”Matthew Tillett and Jeremy Kent who, together with colleague Marcus Morris-Eyton, manage the portfolio of The Brunner Investment Trust, discuss the spectrum of ESG (Environmental, Social and Governance) approaches within investing with co-host Joe Lynam, focusing in on some of the key considerations and explaining how, and why, ESG is embedded within their investment process.Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2020-09-0734 minConnected Investor - The Brunner Investment Trust PLC PodcastThe Empowering Themes Driving MarketsThis episode of ‘Connected Investor’ features an introduction from lead portfolio manager Matthew Tillett who, together with his colleagues Marcus Morris-Eyton and Jeremy Kent, took over the reins of The Brunner Investment Trust in May. Matthew muses the current state of markets and global economies with co-host Joe Lynam as they examine just what the future may hold.Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2020-07-2428 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastTechnology and the ‘New Normal’Listen as Walter Price and Mike Seidenberg discuss the current state of the technology sector. Covid is certainly accelerating the adoption of certain technologies through new ways of working and consumer interaction. The two managers share their excitement at trying to find the companies that will benefit from that trend.Produced, recorded and edited by Lansons - Lansons.com Hosted on Acast. See acast.com/privacy for more information.2020-07-2222 minA Value View - The Merchants Trust PLC PodcastMaintaining a Focus on IncomeIn this episode, Simon Gergel takes a closer look at the situation for income from UK equity markets. What factors should investors consider to differentiate businesses that are suffering a short term shock from those that may be impacted by longer-term changes in behavior?Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2020-07-0715 minConnected Investor - The Brunner Investment Trust PLC PodcastGlobal Equities, Understanding the Bigger PictureWelcome to the inaugural episode of ‘Connected Investor’, the new podcast from The Brunner Investment Trust, providing insightful and relevant analysis in the world of global equity investing. Featuring our portfolio managers in discussion with BBC presenter and former business and economics correspondent, Joe Lynam, they will take you through the inside track of what is driving the global markets. Hosted on Acast. See acast.com/privacy for more information.2020-05-0122 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastCOVID-19, US elections and 5GThe latest edition of the Byte Size podcast, recorded at the beginning of March 2020, features portfolio manager Walter Price. Walter looks at market uncertainty and the potential impact on the technology sector specifically in terms of COVID-19, US election and 5G. Walter discusses the potential outcomes these can have on the markets, his investment strategy and what investors should be looking out for. Produced and recorded by Lansons in the Lansons studio and then edited remotely. Hosted on Acast. See acast.com/privacy for more information.2020-03-3122 minA Value View - The Merchants Trust PLC PodcastCoronavirus, Stock Markets and the Economy – an Investor’s PerspectiveSimon Gergel looks at how markets are reacting to the coronavirus and describes how he and his team are dealing with the fallout in terms of the investment portfolio. Simon also looks at the outlook for income from dividends, a cornerstone of the Merchants Trust’s strategy.Produced and recorded by Lansons remotely. Hosted on Acast. See acast.com/privacy for more information.2020-03-3118 minA Value View - The Merchants Trust PLC PodcastReflecting on a momentous 2019 and a look at what 2020 may holdSimon Gergel reviews 2019 – a momentous year in terms of global market volatility and the polarisation of the UK market as investors heavily favoured higher-quality growth stocks. 2020 is starting out with more political certainty in the UK. This should give a more ‘normal’ feel to investing where what’s happening at companies is more important than market reactions to political uncertainty.Produced and recorded by Lansons, at the Lansons studio in Farringdon. Hosted on Acast. See acast.com/privacy for more information.2020-01-1310 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastThe Influence of Technology on Global EquitiesThe latest edition of the Byte Size podcast features portfolio manager Walter Price, talking with guest Lucy Macdonald, the portfolio manager for The Brunner Investment Trust. Walter and Lucy talk tech and global equities, each giving their own perspectives on the penetration and influence of technology on companies from a wide range of industries across the globe. Listen now to hear more.Produced and recorded by Lansons, at the Lansons studio in Farringdon. Hosted on Acast. See acast.com/privacy for more information.2019-12-1024 minA Value View - The Merchants Trust PLC PodcastOpportunity From UncertaintyAs we approach the final quarter of 2019, Simon Gergel reflects on what has been a fascinating year so far, with politics driving market volatility globally and the UK market becoming increasingly polarised. He talks about finding opportunities from this situation, with the market behaving irrationally towards some solid businesses.Produced and recorded by Lansons, at the Lansons studio in Farringdon. Hosted on Acast. See acast.com/privacy for more information.2019-10-0111 minSilicon Valley Byte Size - The Allianz Technology Trust PodcastInvestor and Business Confidence in Tech During Market UncertaintyThe latest edition of the Byte Size podcast, recorded at the end of June 2019, features portfolio manager Mike Seidenberg. Mike looks at business confidence in the technology sector against an uncertain economic and geopolitical backdrop. He believes that the movement to digital and to the cloud, two key themes in the portfolio, remain highly relevant regardless of the current market environment. Looking at Silicon Valley where the team are based, Mike ponders the question, does anywhere else come close for technology? Listen now to hear more.Produced and recorded by Lansons, at the Lansons studio in Farringdon.2019-07-1015 min