10 February 2026 – Great software sell-off of 2026 – an “insane” buying opportunity?
The rapid advancement of artificial intelligence has sparked concerns that many software businesses could face disruption as AI becomes increasingly capable of writing code, analysing data and automating knowledge-based tasks.
In this edition of Amati Insights, Amati fund managers Mikhail Zverev and Graeme Bencke explore whether the market's response has gone too far. They discuss how AI is changing the software industry, the implications for IT services businesses, and why some software companies may emerge stronger by embedding AI into their products. The conversation examines the characteristics of resilient software franchises and where they see long-term opportunities despite heightened market uncertainty.
Warning: Capital at Risk. Professional Investors Only.