Release of the DeepSeek AI model has caused some extreme market reactions and a lot of soul searching in the investment industry. As the dust settles and more information comes to light, Amati managers Mikhail Zverev and Graeme Bencke discuss the implications and consider how pragmatic and disciplined innovation investors should navigate this development.

Amati insights
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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