Walter Price, manager of the Allianz Technology Trust, looks back at 12 months which were brimming with corporate activity in the technology sector, and forward to a year where he sees artificial intelligence and the Cloud among the important themes.
The election of Donald Trump as US president was significant in a number of respects. Not only did it suggest a change of heart on the part of voters and a growing disillusionment with the status quo, it also signalled an end to a reliance on monetary policy as the only tool to boost the economy. Trump's spending plans are, as yet, unclear but, if he works effectively with Congress to push his fiscal agenda, it may unlock economic growth. So far, however, technology has been a casualty of Trump's triumph. As investors have anticipated higher economic growth, they have used their techn...
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