As Amati Insights takes a break for summer, fund managers Paul Jourdan, Georges Lequime and Mikhail Zverev share their thoughts on the key trends in their markets over the past year, and where they are focusing on going forward.

In Global Innovation, we look at dramatic divergence between AI winners and losers, and consider which sectors may be oversold or overlooked amid market enthusiasm for AI. In Strategic Metals, we discuss the drivers of the recent commodities price volatility and how the managers are seeking to capitalise on the opportunities it presents. And in UK Smaller Companies, we consider the value available in the asset class and the catalysts, including the recent political changes, that may support its realisation.

We wish you a great summer and look forward to resuming the Insights series in September.

⚠️ Warning: Capital at Risk. Professional Investors Only.