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Is bigger always better?

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Manage episode 429367734 series 3075916
内容由AllianzGI Investment Trusts提供。所有播客内容(包括剧集、图形和播客描述)均由 AllianzGI Investment Trusts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

26集单集

Artwork
icon分享
 
Manage episode 429367734 series 3075916
内容由AllianzGI Investment Trusts提供。所有播客内容(包括剧集、图形和播客描述)均由 AllianzGI Investment Trusts 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

26集单集

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