Amati insights
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…
View >Amati insights
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.
View >Amati insights
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.
View >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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >Amati insights
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…
View >