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 valuable…
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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…
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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…
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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…
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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…
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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…
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27 May 2025 – Memory Chips: the coming AI demand…
NVidia and the Magnificent 7 take all the headlines in the AI race but humble "commodity" memory chips also stand to benefit. In the wake of Computex show in Taiwan Amati managers Mikhail Zverev and Graeme Bencke revisit why memory…
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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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