Amati Insights
Introducing Amati Insights

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If you haven’t already registered to join “Amati Insights”, please email info@amatiglobal.com and we will send out the link to join the live session.

Date Recording  Topic
07/02/2023 Click here Discussion: 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 platforms - Alphabet and Meta, bellwether "big tech" stocks - had also just reported eventful sets of results. Anna Macdonald and Mikhail Zverev discussed how this impacts digital advertising landscape, what are the risks, and where do we find mis-priced growth and innovation opportunities, in both our Global and UK funds.
24/01/2023 Click here 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, advanced sensors and computing.

 

Important Information

This recording is provided for informational purposes only and does not represent an offer or solicitation to buy or sell any securities; nor does it provide all the facts needed to make an informed decision about investing in any of Amati’s funds, services or portfolio companies. Prospective investors should always read the relevant product documentation, which contains full details of the costs and charges as well as specific risk warnings. These documents are available at www.amatiglobal.com.

Past performance is not a reliable guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount they originally invested. Smaller companies, and in particular those companies quoted on the Alternative Investment Market (AIM), typically carry much more risk than investment in companies listed on the Main Market of the London Stock Exchange. Further, the tax treatment of such investments is not guaranteed and is subject to change. In respect of global markets, the return on investment may increase or decrease as a result of exchange rate movements, while certain products may be invested across a limited range of industries and sectors and be subject to higher risk and volatility.

Please note that this presentation is intended primarily for authorised financial advisers. Any non-professional investors joining the presentation today, or viewing it at a later date, should take careful note of the information above and seek professional advice before  considering any investment.  

Amati Global Investors Limited, 8 Coates Crescent, Edinburgh, EH3 7AL (Registered No. SC199908) Tel: 0131 503 9100  Email: info@amatiglobal.com. Website: www.amatiglobal.com Issued by Amati Global Investors Limited, which is authorised and regulated by the Financial Conduct Authority