Amati insights
30th September – Strategic Metals – Are we at a…
Graeme Bencke and Georges Lequime discuss if Strategic Metals is now at a turning point
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17th September – The State of AI
The AI theme dominated the market this year. NVIDIA and other AI-associated stocks posted remarkable share price gains but have been volatile since July, as investors are starting to ask questions about the return on AI capital investment and about…
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18th June – UK Smaller Companies, Metals and Mining and…
First half of 2024 was an eventful time for all our asset classes – UK Smaller Companies, Metals and Mining and Global Innovation. As Amati Insights take a break for summer, fund managers Scott McKenzie, Georges Lequime and Mikhail Zverev…
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4th June – Memory – a lateral beneficiary of the…
As the boom in AI investment shows no signs of slowing down, Amati managers Mikhail Zverev and Graeme Bencke consider the positive impact is has on memory chips. These unglamorous “commodity” semiconductors are essential building blocks for the new data…
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21st May – Proteomics: the next Life Sciences Innovation Frontier
Advances in gene sequencing led to game-changing biological discoveries and created significant shareholder value in the life sciences industry. We're seeing similar trends emerging in Proteomics - a discipline that studies proteins, one of the key building blocks of life. It…
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7th May 2024 – Innovation in industrial technology: insights from…
Amati managers Mikhail Zverev and Graeme Bencke are back from Hannover Messe, a leading global trade show dedicated to automation and industrial technology. On this call they showcase some footage from the event, discuss the state of demand and innovation…
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23rd April 2024 – The geopolitics of the unexpected gold…
A conversation between Paul Jourdan, CEO of Amati Global Investors and Kieron Hodgson, Managing Director, Commodities & Mining Research at Panmure Gordon.
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9th April 2024 – Risks of relying on globalised supply…
Recent geopolitical tensions and the disruptions through the pandemic have highlighted the risks of relying on globalised supply chains. The result is a wave of ‘reshoring’ and ‘near-shoring’ of production to avoid these problems in the future. Join David Stevenson…
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26th March 2024 – Robotic Surgery
In March, the US FDA approved a next generation surgical robot, the 5th generation Da Vinci robot, developed by Intuitive Surgical. This showcases rapid progress in “robotic assisted surgery”, an exciting Innovation Frontier that is transforming surgery field. Join Dr…
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12th March 2024 – Innovation in healthcare
Big tech may get all the headlines, but innovation in healthcare is also progressing at a rapid pace. This week, Gareth and Mikhail from the Amati Global Innovation team discuss recent findings from a leading global healthcare conference.
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27th February 2024 – Magnificent 7
“Magnificent 7," largest US technology stocks, continue to dominate US and Global markets performance. Graeme Bencke and Mikhail Zverev look at the underlying drivers, valuations and fundamentals behind this group of companies and discuss the world of innovation opportunities that lie beyond.
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13th February 2024 – UK Smallcap Buybacks & Dividends
After several years of outflows we are now seeing early signs of recovery in the UK smaller companies sector. Scott McKenzie and David Stevenson examine why increasing share buybacks and healthy dividend yields are helping to underpin the compelling valuations…
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