Amati insights
13 May 2025 – “Trump, Merz and Spanish blackouts: powering…
Investment in electric grids was already in growth mode. Spanish blackouts, German infrastructure stimulus and Trump administration deregulation agenda are poised to accelerate it. Join Amati managers Graeme Bencke and Mikhail Zverev to discuss the investment implications of this change.
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29 April 2025 – Autonomous Factory – the future of…
Autonomous Factory - the future of industrial manufacturing? Although this remains years away, the direction of travel across industries is clear. Join Mikhail Zverev and Graeme Bencke as they discuss the roadmap towards the living factory and the investment implications.
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15 April 2025 – Trump Tariff Terror
Following President Trump’s commitment to impose tariffs worldwide, join fund managers Dr Paul Jourdan, Georges Lequime & Graeme Bencke who offer their thoughts and perspectives on the recent market gyrations. If you would like to be notified of future Insights…
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1 April 2025 – “The robots are coming …… and…
As labour costs continue to rise so does the interest in robotics and automation, both important frontiers for the Amati Global Innovation Fund. Following a recent visit to the UK’s largest automation trade show, join Mikhail Zverev and Graeme Bencke…
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18 March 2025 – Life Sciences under Trump: Threats and…
The life sciences industry is an important driver of innovation but facing challenges and opportunities under the new US administration. Join Dr Gareth Blades for an investor update on the sector following his recent visit to the US.
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4 March 2025 – Bioengineering: still a $4 trillion opportunity?
Using industrial biological processes to manufacture more – food, medicine, energy commodities, agricultural inputs – was once seen as a 4 trillion dollar opportunity. After many disappointments, the sector is out of the limelight, but the underlying opportunity may still…
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18 February 2025 – Global Industrials & Defence
Global industrials & Defence – a week in markets The Trump generated headlines just keep coming. David Stevenson and Gregor Paterson discuss the impact of recent US policy initiatives on the outlook for some key global sectors.
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4 February 2025 – DeepSeek popping the AI bubble or…
Release of the DeepSeek AI model has caused some extreme market reactions and a lot of soul searching in the investment industry. As the dust settles and more information comes to light, Amati managers Mikhail Zverev and Graeme Bencke discuss…
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21 January 2025 – Precision Medicine: a nuclear option?
Recent breakthroughs in radiation therapies are the crest of the wave for a new frontier of cancer diagnostics and treatments. Join Amati Managers Gareth Blades and Graeme Bencke as they discuss the innovations taking place and the potential opportunities for…
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3rd December – Future of EVs Electrification by stealth?
Future of electric vehicles is once again in focus, with Trump considering revoking EV tax credits and the bankruptcy of European EV battery champion Northvolt. As Amati Insights takes a break for Christmas, Mikhail Zverev and Graeme Bencke discuss why the…
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19th November – Implications of the US Election Result
Stock markets have seen a bout of volatility following the results of US election. While we do not invest based on political views, there is enough information out there to help us navigate this uncertainty. Amati managers Mikhail Zverev and…
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5th November – Post Budget Discussion with Paul Jourdan and…
Paul Jourdan and Scott McKenzie discuss the impact of the budget on AIM and how they have been managing the funds through these uncertain times.
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