A fortnightly zoom call where Amati Managers aim to share opinions on key events over the previous weeks. 10 – 15 minutes of concise comment at 8:45am every second Tuesday. If you haven’t already registered to watch “Amati Insights”, please email info@amatiglobal.com and we will send out the link to the recording.

Amati insights
3rd December – Future of EVs Electrification by stealth?
Future of electric vehicles is once again in focus, with Trump considering revoking EV tax credits and the bankruptcy of European EV battery champion Northvolt. As Amati Insights takes a break for Christmas, Mikhail Zverev and Graeme Bencke discuss why the…
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Amati insights
19th November – Implications of the US Election Result
Stock markets have seen a bout of volatility following the results of US election. While we do not invest based on political views, there is enough information out there to help us navigate this uncertainty. Amati managers Mikhail Zverev and…
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Amati insights
5th November – Post Budget Discussion with Paul Jourdan and…
Paul Jourdan and Scott McKenzie discuss the impact of the budget on AIM and how they have been managing the funds through these uncertain times.
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Amati insights
22nd October – Navigating Inheritance Tax Relief Uncertainty – Strategies…
The upcoming Budget has focused a good deal of attention on AIM, particularly around the issue of inheritance tax relief. What are the likely outcomes at the end of the month, and what strategies can AIM investors employ to navigate…
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Amati insights
30th September – Strategic Metals – Are we at a…
Graeme Bencke and Georges Lequime discuss if Strategic Metals is now at a turning point
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Amati insights
17th September – The State of AI
The AI theme dominated the market this year. NVIDIA and other AI-associated stocks posted remarkable share price gains but have been volatile since July, as investors are starting to ask questions about the return on AI capital investment and about…
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Amati insights
18th June – UK Smaller Companies, Metals and Mining and…
First half of 2024 was an eventful time for all our asset classes – UK Smaller Companies, Metals and Mining and Global Innovation. As Amati Insights take a break for summer, fund managers Scott McKenzie, Georges Lequime and Mikhail Zverev…
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Amati insights
4th June – Memory – a lateral beneficiary of the…
As the boom in AI investment shows no signs of slowing down, Amati managers Mikhail Zverev and Graeme Bencke consider the positive impact is has on memory chips. These unglamorous “commodity” semiconductors are essential building blocks for the new data…
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Amati insights
21st May – Proteomics: the next Life Sciences Innovation Frontier
Advances in gene sequencing led to game-changing biological discoveries and created significant shareholder value in the life sciences industry. We're seeing similar trends emerging in Proteomics - a discipline that studies proteins, one of the key building blocks of life. It…
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Amati insights
7th May 2024 – Innovation in industrial technology: insights from…
Amati managers Mikhail Zverev and Graeme Bencke are back from Hannover Messe, a leading global trade show dedicated to automation and industrial technology. On this call they showcase some footage from the event, discuss the state of demand and innovation…
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Amati insights
23rd April 2024 – The geopolitics of the unexpected gold…
A conversation between Paul Jourdan, CEO of Amati Global Investors and Kieron Hodgson, Managing Director, Commodities & Mining Research at Panmure Gordon.  
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Amati insights
9th April 2024 – Risks of relying on globalised supply…
Recent geopolitical tensions and the disruptions through the pandemic have highlighted the risks of relying on globalised supply chains. The result is a wave of ‘reshoring’ and ‘near-shoring’ of production to avoid these problems in the future. Join David Stevenson…
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Important Information

This recording is provided for informational purposes only and does not represent an offer or solicitation to buy or sell any securities; nor does it provide all the facts needed to make an informed decision about investing in any of Amati’s funds, services or portfolio companies. Prospective investors should always read the relevant product documentation, which contains full details of the costs and charges as well as specific risk warnings. These documents are available at http://amatiglobal.com .

Past performance is not a reliable guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount they originally invested. Smaller companies, and in particular those companies quoted on the Alternative Investment Market (AIM), typically carry much more risk than investment in companies listed on the Main Market of the London Stock Exchange. Further, the tax treatment of such investments is not guaranteed and is subject to change. In respect of global markets, the return on investment may increase or decrease as a result of exchange rate movements, while certain products may be invested across a limited range of industries and sectors and be subject to higher risk and volatility.

Please note that this presentation is intended primarily for authorised financial advisers. Any non-professional investors joining the presentation today, or viewing it at a later date, should take careful note of the information above and seek professional advice before  considering any investment.

Amati Global Investors Limited, 8 Coates Crescent, Edinburgh, EH3 7AL (Registered No. SC199908) Tel: 0131 503 9100. Email: info@amatiglobal.com. Website: http://amatiglobal.com Issued by Amati Global Investors Limited, which is authorised and regulated by the Financial Conduct Authority.