A fortnightly 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
10 February 2026 – Great software sell-off of 2026 –…
The software sector experienced an indiscriminate sell-off in the past weeks, in some ways comparable to the dot-com crash and global financial crisis. Companies recently regarded as the best business models in the world are now perceived to be at…
View >
Amati insights
27 January 2026 – Memory super-cycle: from demand boom to…
Memory semiconductor companies have been a long-held position in the WS Amati Global Innovation fund. The recent demand boom and associated stock price rallies contributed strongly to the fund performance. Join Graeme Bencke and Mikhail Zverev as they discuss what…
View >
Amati insights
13 January 2026 – Greenlandia: Part Two
In part two of today’s Amati Insights call on Greenland, Paul Jourdan speaks with Eldur Olafsson , Founder and CEO of Amaroq Ltd , about Greenland’s vast resource potential and why it’s attracting global attention. From critical minerals vital for…
View >
Amati insights
13 January 2026 – Greenlandia: Part One
In our latest Amati Insights call, Dr Paul Jourdan from the WS Amati UK Listed Smaller Companies Fund and Mark Smith from the WS Amati Strategic Metals Fund share their thoughts on why Greenland has suddenly become a strategic focal…
View >
Amati insights
2 December 2025 – Post Budget Review
In our latest Amati Insights discussion, Dr Paul Jourdan and Gregor Paterson from the WS Amati UK Listed Smaller Companies Fund share their thoughts on the recent UK budget — from its drawn-out lead-up and unexpected spending increases to its…
View >
Amati insights
18 November 2025 – RFID 2.0: accelerating adoption
 Recent conversations with the industry suggest that RFID and other wireless IoT technologies continue to unlock new transformative applications – from retail to healthcare to everyday consumer life. Join Amati Global Innovation fund managers Mikhail Zverev and Graeme Bencke…
View >
Amati insights
4 November 2025 – Alzheimer’s Disease: diagnostics revolution
 Alzheimer's Disease is one of the most pressing unmet clinical needs and is a huge cost to healthcare systems and societies. Recent developments in Alzheimer's diagnostics are nothing short of revolutionary and promise to unlock improved patient outcomes and…
View >
Amati insights
21 October 2025 – Photonics and optical communications in the…
Photonics and optical communications have been key enablers of the digital revolution. With AI, the industry is entering a hyper-growth stage. Join Amati managers Mikhail Zverev and Graeme Bencke to hear why the transition to optical data communication is inevitable…
View >
Amati insights
7 October 2025 – Defence Update
 The nature of warfare is changing and innovations in electronic warfare, advanced communications and drone and missile defence are developing at pace. Join Gregor Paterson from the Amati UK Small Cap Fund and Graeme Bencke from the Amati Global…
View >
Amati insights
23 September 2025 – Back to school: Innovation beyond AI
Amati Insights restarts after the break with a look back at Innovation progress and breakthroughs during the summer, which was anything but quiet. The market is singularly focused on generative AI and the data centre boom, but there is a…
View >
Amati insights
24 June 2025 – Medical Diagnostics
Medical diagnostics is an exciting growth area. Demand for diagnostics from patients and health professionals is combined with and amplified by the innovation and biological discovery in biomarkers and testing techniques. Join Dr Gareth Blades and Mikhail Zverev from Amati…
View >
Amati insights
10 June 2025 – AIM at 30 years old: is…
Dr Paul Jourdan and Gregor Paterson from the Amati UK smallcap team discuss the sentiment towards UK markets, the recent indication from Mansion House Compact that pension funds will be allocating to private markets including AIM, what sectors will be…
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.