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 technical challenges facing the industry.

As our Amati Insights calls return from the summer break, managers Mikhail Zverev and Graeme Bencke will share their views of the current state of the AI innovation frontier and the challenges and opportunities ahead.