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
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…
View >
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…
View >
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…
View >
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.  
View >
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…
View >
Amati insights
26th March 2024 – Robotic Surgery
In March, the US FDA approved a next generation surgical robot, the 5th generation Da Vinci robot, developed by Intuitive Surgical. This showcases rapid progress in “robotic assisted surgery”, an exciting Innovation Frontier that is transforming surgery field. Join Dr…
View >
Amati insights
12th March 2024 – Innovation in healthcare
Big tech may get all the headlines, but innovation in healthcare is also progressing at a rapid pace. This week, Gareth and Mikhail from the Amati Global Innovation team discuss recent findings from a leading global healthcare conference.
View >
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.
View >
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…
View >
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…
View >
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…
View >
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…
View >

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.