Name: Amati Insights 21 January 2025 - Precision medicine: a nuclear option?
Start: 2025-04-15T14:27:00Z
End: 2025-04-15T14:27:13.000Z
Location: BrightTALK
Rating: 0

Although this remains years away, the direction of travel across industries is clear. Mikhail Zverev and Graeme Bencke discuss the roadmap towards the living factory and the investment implications in the latest Amati Insights.

Amati Insights 29 April 2025 - Autonomous Factory - the future of industrial manufacturing?

Insights into Metals Market and 2025 Outlook

Metals Vlog 11 December 2024 - Insights into Metals Market and 2025 Outlook

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 4 February 2025 - DeepSeek: popping the AI bubble or accelerating the AI growth?

The gold price has making new highs on fairly regular basis but despite this its easy to forget that gold was the best performing asset class during 2024. Gold may well have been in a bull market, but it seems other investment stories have been dominating the headlines and grabbing investors' attention.

Metals Vlog 7 February 2025 - A Stealth Gold Bull Market

The Trump generated headlines just keep coming. David Stevenson and Gregor Paterson discuss the impact of recent US policy initiatives on the outlook for some key global sectors.

Amati Insights 15 February 2025 - Global Industrials & Defence

Using industrial biological processes to manufacture more – food, medicine, energy commodities, agricultural inputs – was once seen as a 4 trillion dollar opportunity. 

After many disappointments, the sector is out of the limelight, but the underlying opportunity may still be intact. Join Amati managers Mikhail Zverev and Graeme Bencke as they explore what’s working today, where the growth is coming from, and what are the biggest long term prizes for this evolving industry.

Amati Insights 4 March 2025 - Industrial Bioengineering:  still a $4 trillion opportunity?

The life sciences industry is an important driver of innovation but facing challenges and opportunities under the new US administration.  Join Dr Gareth Blades for an investor update on the sector following his recent visit to the US

Amati Insights 18 March 2025 - Life Sciences under Trump: threats and opportunities

As labour costs continue to rise so does the interest in robotics and automation, both important frontiers for the Amati Global Innovation Fund. Following a recent visit to the UK’s largest automation trade show, join Mikhail Zverev and Graeme Bencke as they discuss the latest insights and investment implications.

Amati Insights 1 April 2025 - The robots are coming ... and revolutionising logistics

Following President Trump’s commitment to impose tariffs worldwide, join Amati Insights  with fund managers Dr Paul Jourdan, Georges Lequime & Graeme Bencke who will offer their thoughts and perspectives on the recent market gyrations.

Amati Insights 15 April 2025 - Trump Tariff Terror

Resource investing can be a lonely space at the best of times. As value investors we avoid the crowded trades, but usually when the sales are on, the markets are busy. This is not the case for the precious metal equity markets.  The generalist investor is still chasing tech and the broader index. We suggest you starve your distractions and feed your curiosity. With gold prices hitting all-time highs and the silver price following, the all in profit margins are well over US$750/oz for the gold producers generating an average 7% free cash flow yield with some mid cap producers over 15%. Surprising then that the gold equity valuations still remain well below historical averages.

We will discuss how the WS ASMF has been repositioned through active management to take advantage of this precious metal opportunity, and highlight the leverage the fund can have to rising commodity prices and the opportunity for M&A.

Insight into the Amati Strategic Metals Fund

The world of commodities just got a  'truck load' more complicated. We will discuss the metal implications of Trumps’ potential global trade tariffs; the Mexican Border and the silver bullet; the pace of the energy transition and the fate of IRA; de-dollarization and the role gold will play amongst the BRICS members. We will explain how we are positioning the WS ASMF for the next 4 years and beyond.

Another 'BRICS' in the Wall - the implications of a Trumpian Red Wall

2024 has been an eventful year, with geopolitical uncertainty, game-changing election results, cyclical downturn in a number of industries and ongoing remarkable outperformance of “Magnificent 7” technology stocks. 
Mikhail Zverev, Graeme Bencke and Gareth Blades from the Amati Global Innovation team look back on how the portfolio performed and evolved and discuss new innovation frontiers they have backed during the year.

Navigating innovation portfolio through a volatile year

Dr Paul Jourdan & David Stevenson will offer a portfolio update and insight into the current shape of the portfolio and recent qualifying investments made in the Amati AIM VCT

Amati AIM VCT Portfolio Update

Following on from the autumn budget and future changes to IHT relief,  Scott Mckenzie & Paul Jourdan will give investors insight into the current shape of the portfolio and the outlook for the AIM market.

Post Budget Recovery in AIM

'Following a challenging period for UK Smallcap and AIM we look at the potential for the asset class to recover and how we are positioning the Amati UK Listed Smaller Companies Fund to take advantage of current market dislocations'

'AIMing Higher'

Managers will discuss why innovation remains an important driver for investment as well as a some of the specific innovation frontiers they consider most compelling.

WS Amati Global Innovation Fund Update

Amati AIM IHT Portfolio Service Update

Recent breakthroughs in radiation therapies are the crest of the wave for a new frontier of cancer diagnostics and treatments. Join Graeme Bencke and Dr Gareth Blades of the Amati Global Innovation Fund as they discuss the innovations taking place and the potential opportunities for informed investors.

Amati Insights 21 January 2025 - Precision medicine:  a nuclear option?

Innovation

Global Equities

Investment Management

Active Management

Precision Medicine

Healthcare

Economy

Stock Market

investing

Global Markets

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Amati Insights 21 January 2025 - Precision medicine: a nuclear option?

Presented by

About this talk

More from this channel