Tech Masterclass | July 2019

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  • 43 mins 51 secs

In this Masterclass we focus on the technology sector, analysing its role in the global economy and the opportunities and challenges tech developments may bring in the future. Our expert panellists are:

  • Ben Rogoff, Fund Manager, Polar Capital Technology Trust plc, Polar Capital
  • Mike Seidenberg, Portfolio Manager, Allianz Technology Trust, Allianz Global Investors

Learning outcomes:

  1. How the US-China trade war is affecting investment opportunities in the tech sector
  2. The rationale for investing in US tech companies versus international players
  3. The risks surrounding high valuation levels in the tech sector