Amati insights
24 February 2026 – Do androids dream of electric sheep?…
Humanoid robots and physical AI have become some of the most talked-about themes in technology investing. In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke explore the rise of physical AI and the technologies enabling the…
View >Amati insights
10 February 2026 – Great software sell-off of 2026 –…
The rapid advancement of artificial intelligence has sparked concerns that many software businesses could face disruption as AI becomes increasingly capable of writing code, analysing data and automating knowledge-based tasks. In this edition of Amati Insights, Amati fund managers Mikhail…
View >Amati insights
27 January 2026 – Memory super-cycle: from demand boom to…
Is AI creating a new memory supercycle? In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke examine the growing importance of memory semiconductors as AI workloads place increasing demands on data centres, networks and connected devices.…
View >Amati insights
13 January 2026 – Greenlandia: Part Two
Greenland is attracting growing international attention due to its significant natural resource potential and strategic importance in the Arctic. In this edition of Amati Insights, Amati CEO Paul Jourdan speaks with Eldur Olafsson, founder and CEO of Amaroq Minerals, about…
View >Amati insights
13 January 2026 – Greenlandia: Part One
Why has Greenland become the focus of increasing international attention? In this edition of Amati Insights, Amati fund managers Paul Jourdan and Mark Smith explore Greenland's growing strategic importance as a source of critical minerals and rare earth elements. The…
View >Amati insights
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…
View >Amati insights
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…
View >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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >
