Amati insights
30th January 2024 – Innovation and the changing nature of…
The nature of warfare is changing and emerging new threats demand innovative technological solutions from the armed forces and the defence industry. Join David Stevenson and Graeme Bencke for an overview of what this means for the Aerospace and Defence sector and the opportunities…
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16th January 2024 – GLP-1 weight-loss drugs
Join Dr Gareth Blades & Graeme Bencke as they discuss the outlook for the new, much publicised ‘GLP-1’ weight-loss drugs. What are they, how the competing products differ, and what are the implications for other weight and diabetes management approaches and…
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12th December 2023 – 2023 in the UK and Global…
Before we break for Christmas and New Year, Paul Jourdan and Mikhail Zverev look back on 2023, share their observations on UK and global equity markets and talk about what they have changed in their positioning and the outlook for investors in 2024. Amati…
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28th November 2023 – RFID: impact on the industry and…
Radio Frequency Identification technology is starting to change our everyday life. It enables automated self-check-outs at retailers Uniqlo and Zara and will power parcel tracking at UPS. In more specialist applications it will drive safer pharmaceuticals supply chain, auto parts…
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14th November 2023 – Investing in semiconductor industry: global and…
Semiconductors are one of the most dynamic sectors in the global market, and UK small caps also present interesting opportunities to benefit from semiconductor industry growth. Amati managers David Stevenson and Mikhail Zverev discuss key themes driving the industry and…
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31st October 2023 – From electrons to photons – opportunities…
The photonics industry are unsung heroes of the digital revolution. The technology that brought us fast home broadband is also accelerating AI in the data centres, connecting 5G networks and may even replace copper wires between server chips. Amati managers…
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17th October 2023 – What’s new with Metals?
'The time to be concerned is when the conferences are packed and the mood is giddy.' Georges Lequime and Mark Smith briefly discuss their findings from the Precious Metals conference in Colorado, LatAm Conference in Sao Paulo and chit chat…
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3rd October 2023 – Diluting Net Zero Commitments
We have all seen headlines and political debate on diluting net zero commitments, from low emission zones to EVs to renewable energy. Beyond politics, there are objective economic headwinds – cost inflation and higher interest rates made previously feasible projects…
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19th September 2023 – Bioprocessing
The obscure but exciting world of bioprocessing. You may have seen press headlines about break-through obesity treatments, promising progress in Alzheimer therapy or cure for previously incurable cancers. Gareth and Mikhail discuss how the bioprocessing industry has become a key…
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5th September 2023 – Where do we go from here?
Paul Jourdan and Mikhail Zverev will share their summer reflections on themes in global markets and the Edinburgh Festivals, from Generative AI boom to China economic stumble, from re-industrialisation of the West to oil & gas industry boycotts.
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27th June 2023 – Our Summer Research To-Do List
Before we enter the (hopefully) quieter summer months, fund managers, Graeme Bencke and Mikhail Zverev will discuss some of the big open questions in front of the team that will be the focus of our investment thinking this summer.
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13th June 2023 – Commercial Real Estate
Commercial real estate has been in focus in recent months, with worrying headlines regarding falling occupancy, drop in valuation and risk of debt defaults. Amati fund managers Scott McKenzie and David Stevenson will discuss both the UK and Global perspective…
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