Amati insights
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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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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