Amati insights
30 June 2026 – Thoughts for the summer – where…
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…
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16 June 2026 – Notes from Imec ITF World, “semiconductor…
The semiconductor industry has become a foundation for the innovation across the economy, and the key driver behind the progress of AI. The Amati Global Innovation team is just back from Imec ITF World 2026, a semiconductor technology conference that…
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2 June 2026 – “Building the future”
The construction industry may appear low-tech, but the economic and demographic pressures are driving builders to innovate and digitise. Following our participation in the Future Build, a building technology trade show, join Amati fund managers Graeme Bencke and Mikhail Zverev…
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19 May 2026 – “Auto semiconductors 2.0 – the new…
Automotive semiconductors were once associated with electric vehicles theme, and their popularity rose and fell with the investor sentiment around EVs and self-driving cars. However, the opportunity set has now expanded to include new markets such as AI, industrial automation…
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5 May 2026 – Notes from Hannover Messe
Packs of robot dogs, 3D printed shoes and self-assembling production lines. These are some of the innovations from Hannover Messe, one of the world’s largest industrial trade shows. Join Amati fund managers Graeme Bencke and Mikhail Zverev as they discuss…
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21 April 2026 – Defence technology update
Events in the Middle East once again focus investors’ minds on geopolitical and military challenges. As defence spending rises worldwide, innovation is reshaping how nations protect themselves. Join Amati fund managers Mikhail Zverev and Graeme Bencke as they explore the investment…
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7 April 2026 – “Genomics: the next chapter”
How falling sequencing costs are accelerating clinical adoption. In this Amati Insights call, we discuss how advances in genomic sequencing are driving a new phase of adoption in healthcare, with important implications for diagnostics companies and investors. The development of…
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24 March 2026 – “Robots don’t call in sick: automation…
Higher labour costs and faster delivery times are driving more innovative solutions across the logistics supply chain — creating meaningful opportunities for investors. Join Amati fund managers Mikhail Zverev and Graeme Bencke as they share insights from the UK’s leading…
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10 March 2026 – “Lab in the loop” and the…
The cycle of innovation in life science research is accelerating as developments in molecular tools, automation and AI combine to reveal new treatment pathways, drugs and diagnostic biomarkers. Join Amati managers Graeme Bencke and Mikhail Zverev as they consider the…
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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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