379. Is this another tech bubble? Or the next growth wave?

Technology investing goes far beyond hardware and consumer gadgets. This episode explores how the sector has evolved, focusing on the underlying “technology DNA” that now runs through industries from finance to healthcare. Jeremy Gleeson, manager of the Allianz Global Hi-Tech Growth fund, covers enterprise and consumer spending trends, the realities of AI investment and returns and the less glamorous but essential infrastructure powering innovation. We examine opportunities beyond the dominant mega-cap names, including mid-cap and Asian technology leaders, cybersecurity, networking and data infrastructure.

What’s covered in this episode: 

• What defines a “technology” company today
• Technology DNA vs traditional labels
• Enterprise vs consumer tech spending
• AI investment: promise and pitfalls
• Second-order AI beneficiaries
• Life beyond the mega-cap tech giants
• Mid-cap and Asian tech opportunities
• Cybersecurity as essential infrastructure
• Valuations and bubble fears
• The next frontier: space technology

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.