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 June 2023 – Our Summer Research To-Do List
Before we enter the (hopefully) quieter summer months, fund managers, Graeme Bencke and Mikhail Zverev will discuss some of the big open questions in front of the team that will be the focus of our investment thinking this summer.
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Amati insights
13th June 2023 – Commercial Real Estate
Commercial real estate has been in focus in recent months, with worrying headlines regarding falling occupancy, drop in valuation and risk of debt defaults. Amati fund managers Scott McKenzie and David Stevenson will discuss both the UK and Global perspective…
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Amati insights
30th May 2023 – Innovation in Life Sciences
Innovation in the life sciences is happening at an ever increasing pace. New tools and technology are revealing richer detail and more insights about health and disease than ever before. These insights translate into vast addressable markets. While still in…
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Amati insights
16th May 2023 – Trends and opportunities across Global &…
Although most stock markets are in positive territory so far this year, the benign headline numbers mask some intriguing dynamics within. Join Amati fund managers Scott McKenzie and Graeme Bencke for the next Insights call as they discuss the underlying…
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Amati insights
2nd May 2023 – Electric Vehicle Market
Tesla results and the threat of electric vehicle price war. Tesla has been reducing the price of its electric vehicles in the recent months. In its results announcement, CEO Elon Musk suggested more price cuts are possible, causing the stock…
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Amati insights
18th April 2023 – ChatGPT
ChatGPT has gained rapid popularity and wide publicity since launch. In our opinion, it represents a new chapter in AI and machine learning technology, with far reaching implications. Amati fund managers Mikhail Zverev and Graeme Bencke will discuss the progress…
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Amati insights
4th April 2023 – Machine Vision
The next few years will bring a sharp increase in the number and variety of autonomous machines in use across industry and commerce. From inspection drones to warehouse robots and from autonomous cleaners to self-guided tractors. Unmanned mobile machines are…
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Amati insights
21st March 2023 – Silicon Valley Bank
Dr Paul Jourdan and Mikhail Zverev will discuss the failure of Silicon Valley Bank in the US last week, regulatory response and the emerging contagion risks. Managers will consider possible implications for the bank depositors, banking sector stability and regulation…
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Amati insights
7th March 2023 – Lithium
Lithium prices have soared almost 10 fold over the past two years as the growth lithium-ion battery production outpaced the available supply of the crucial raw material. With new supply coming on stream, both from existing mine expansions and from…
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Amati insights
21st February 2023 – Nuclear Energy
The energy market disruption caused by the invasion of Ukraine has caused many countries to rethink their energy strategy. The drive towards net zero provides an obvious preference for low carbon generation, but the need for consistent baseload power means…
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Amati insights
7th February 2023 – Digital Advertising
US Department of Justice last week filed a lawsuit against Alphabet/Google, seeking to break up its advertising business. This continues the seismic shift in the digital advertising industry, driven by both regulatory pressures and technological changes. Two leading digital advertising…
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Amati insights
24th January 2023 – Defence Spending
Discussion on defence spending, following recent record high US defence spending bill and spending increases by other developed nations. We will look at how technological change and innovation is changing the defence industry, touching on areas such as drone warfare,…
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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