Amati insights
24 February 2026 – Do androids dream of electric sheep?…
One of the themes of the recent CES (consumer electronics show) was "physical AI", a new term for robotics, including humanoid robots, where AI algorithms will train machines to perform real world tasks. Join Amati managers Mikhail Zverev and Graeme…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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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