Amati insights
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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30th May 2023 – Innovation in Life Sciences
Innovation in the life sciences is happening at an ever increasing pace. New tools and technology are revealing richer detail and more insights about health and disease than ever before. These insights translate into vast addressable markets. While still in…
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16th May 2023 – Trends and opportunities across Global &…
Although most stock markets are in positive territory so far this year, the benign headline numbers mask some intriguing dynamics within. Join Amati fund managers Scott McKenzie and Graeme Bencke for the next Insights call as they discuss the underlying…
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2nd May 2023 – Electric Vehicle Market
Tesla results and the threat of electric vehicle price war. Tesla has been reducing the price of its electric vehicles in the recent months. In its results announcement, CEO Elon Musk suggested more price cuts are possible, causing the stock…
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18th April 2023 – ChatGPT
ChatGPT has gained rapid popularity and wide publicity since launch. In our opinion, it represents a new chapter in AI and machine learning technology, with far reaching implications. Amati fund managers Mikhail Zverev and Graeme Bencke will discuss the progress…
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4th April 2023 – Machine Vision
The next few years will bring a sharp increase in the number and variety of autonomous machines in use across industry and commerce. From inspection drones to warehouse robots and from autonomous cleaners to self-guided tractors. Unmanned mobile machines are…
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21st March 2023 – Silicon Valley Bank
Dr Paul Jourdan and Mikhail Zverev will discuss the failure of Silicon Valley Bank in the US last week, regulatory response and the emerging contagion risks. Managers will consider possible implications for the bank depositors, banking sector stability and regulation…
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7th March 2023 – Lithium
Lithium prices have soared almost 10 fold over the past two years as the growth lithium-ion battery production outpaced the available supply of the crucial raw material. With new supply coming on stream, both from existing mine expansions and from…
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21st February 2023 – Nuclear Energy
The energy market disruption caused by the invasion of Ukraine has caused many countries to rethink their energy strategy. The drive towards net zero provides an obvious preference for low carbon generation, but the need for consistent baseload power means…
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7th February 2023 – Digital Advertising
US Department of Justice last week filed a lawsuit against Alphabet/Google, seeking to break up its advertising business. This continues the seismic shift in the digital advertising industry, driven by both regulatory pressures and technological changes. Two leading digital advertising…
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24th January 2023 – Defence Spending
Discussion on defence spending, following recent record high US defence spending bill and spending increases by other developed nations. We will look at how technological change and innovation is changing the defence industry, touching on areas such as drone warfare,…
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