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 join “Amati Insights”, please email info@amatiglobal.com and we will send out the link to join the live sessions  (the recording will also be posted on our website following the event)

Amati insights
27th February 2024 – Magnificent 7
“Magnificent 7," largest US technology stocks, continue to dominate US and Global markets performance. Graeme Bencke and Mikhail Zverev look at the underlying drivers, valuations and fundamentals behind this group of companies and discuss the world of innovation opportunities that lie beyond.
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Amati insights
13th February 2024 – UK Smallcap Buybacks & Dividends
After several years of outflows we are now seeing early signs of recovery in the UK smaller companies sector. Scott McKenzie and David Stevenson examine why increasing share buybacks and healthy dividend yields are helping to underpin the compelling valuations…
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Amati insights
30th January 2024 – Innovation and the changing nature of…
The nature of warfare is changing and emerging new threats demand innovative technological solutions from the armed forces and the defence industry. Join David Stevenson and Graeme Bencke for an overview of what this means for the Aerospace and Defence sector and the opportunities…
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Amati insights
16th January 2024 – GLP-1 weight-loss drugs
Join Dr Gareth Blades & Graeme Bencke as they discuss the outlook for the new, much publicised ‘GLP-1’ weight-loss drugs. What are they, how the competing products differ, and what are the implications for other weight and diabetes management approaches and…
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Amati insights
12th December 2023 – 2023 in the UK and Global…
Before we break for Christmas and New Year, Paul Jourdan and Mikhail Zverev look back on 2023, share their observations on UK and global equity markets and talk about what they have changed in their positioning and the outlook for investors in 2024. Amati…
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Amati insights
28th November 2023 – RFID: impact on the industry and…
Radio Frequency Identification technology is starting to change our everyday life. It enables automated self-check-outs at retailers Uniqlo and Zara and will power parcel tracking at UPS. In more specialist applications it will drive safer pharmaceuticals supply chain, auto parts…
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Amati insights
14th November 2023 – Investing in semiconductor industry: global and…
Semiconductors are one of the most dynamic sectors in the global market, and UK small caps also present interesting opportunities to benefit from semiconductor industry growth. Amati managers David Stevenson and Mikhail Zverev discuss key themes driving the industry and…
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Amati insights
31st October 2023 – From electrons to photons – opportunities…
The photonics industry are unsung heroes of the digital revolution. The technology that brought us fast home broadband is also accelerating AI in the data centres, connecting 5G networks and may even replace copper wires between server chips. Amati managers…
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Amati insights
17th October 2023 – What’s new with Metals?
'The time to be concerned is when the conferences are packed and the mood is giddy.' Georges Lequime and Mark Smith briefly discuss their findings from the Precious Metals conference in Colorado, LatAm Conference in Sao Paulo and chit chat…
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Amati insights
3rd October 2023 – Diluting Net Zero Commitments
We have all seen headlines and political debate on diluting net zero commitments, from low emission zones to EVs to renewable energy. Beyond politics, there are objective economic headwinds – cost inflation and higher interest rates made previously feasible projects…
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Amati insights
19th September 2023 – Bioprocessing
The obscure but exciting world of bioprocessing. You may have seen press headlines about break-through obesity treatments, promising progress in Alzheimer therapy or cure for previously incurable cancers. Gareth and Mikhail discuss how the bioprocessing industry has become a key…
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Amati insights
5th September 2023 – Where do we go from here?
Paul Jourdan and Mikhail Zverev will share their summer reflections on themes in global markets and the Edinburgh Festivals, from Generative AI boom to China economic stumble, from re-industrialisation of the West to oil & gas industry boycotts.
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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