The technology sector has come a long way since the dotcom bubble of 2000-2002. The likes of Apple, Amazon and Facebook-owner Meta spearheaded a global stockmarket rally for a decade after the financial crisis. But last year the industry fell into a severe bear market, with the Nasdaq Composite index, a key technology benchmark, slumping by a third.
This year, tech has bounced back, but it is a false dawn? MoneyWeek editor Andrew Van Sickle talks to Mike Seidenberg, lead Portfolio manager of the Allianz Technology Trust, to gauge the outlook for tech stocks and the wider industry. The trust manages $1.3bn and has handily outstripped its benchmark, the Dow Jones World technology index, over the past decade. This webinar delves into the most promising subsectors of the industry (including AI and cybersecurity) and assesses related investment opportunities. Tech remains a sector with a compelling structural-growth story, regardless of potential further turbulence in the short term.
MoneyWeek
Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE
Sign up to Money Morning
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
-
Chen Zhi: the kingpin of a global conspiracyChen Zhi appeared to be a business prodigy investing in everything from real estate to airlines. Prosecutors allege he is the head of something more sinister
-
Canadian stocks for a new era of deglobalisationGreg Eckel, portfolio manager at Canadian General Investments, selects three Canadian stocks
-
Halifax: House price slump continues as prices slide for the sixth consecutive monthUK house prices fell again in September as buyers returned, but the slowdown was not as fast as anticipated, latest Halifax data shows. Where are house prices falling the most?
-
Rents hit a record high - but is the opportunity for buy-to-let investors still strong?UK rent prices have hit a record high with the average hitting over £1,200 a month says Rightmove. Are there still opportunities in buy-to-let?
-
Pension savers turn to gold investmentsInvestors are racing to buy gold to protect their pensions from a stock market correction and high inflation, experts say
-
Where to find the best returns from student accommodationStudent accommodation can be a lucrative investment if you know where to look.
-
The world’s best bargain stocksSearching for bargain stocks with Alec Cutler of the Orbis Global Balanced Fund, who tells Andrew Van Sickle which sectors are being overlooked.
-
Revealed: the cheapest cities to own a home in BritainNew research reveals the cheapest cities to own a home, taking account of mortgage payments, utility bills and council tax
-
UK recession: How to protect your portfolioAs the UK recession is confirmed, we look at ways to protect your wealth.
-
Buy-to-let returns fall 59% amid higher mortgage ratesBuy-to-let returns are slumping as the cost of borrowing spirals.
