Amati Global Investors

Amati Insights returns tomorrow featuring Mikhail Zverev and Graeme Bencke in a quick 15 minute session focused on AI. This year, AI has been a dominant theme in the markets, with stocks like NVIDIA and other AI-related companies showing impressive share price growth. However, since July, these stocks have been volatile as investors begin to question the returns on AI capital investments and the technical challenges the industry is facing. Please email [email protected] for the link to the session.

TODAY: A new Government, an upcoming budget and inflation woes, what is the outlook for UK Equities? 🤔 🚨 Last chance sign-up: https://lnkd.in/eT42-mhf 🚨 The expert panel from Rathbones Asset Management, AXA Investment Managers, Raynar Portfolio Management and Amati Global Investors will discuss: 💼 How a new government could affect equity market and sector valuations 💷 Portfolio construction techniques when UK equities are in a period of outflows 📦 The financial health and spending patterns of UK consumers #ATVMasterclass #Masterclass #UKEquity #Equity #FinancialOutlook #AssetManagement #LiveEvent

A cure for ageing and death? Not yet, but a step in that direction. After our last post on the mechanisms of ageing (Amati Global Investors), which showed there are two distinct periods of accelerated ageing, I've been keeping my eyes peeled for a solution that might lessen the effects as I approach the first of these periods. What caught my eye was the wide reporting of the anti-aging effects of GLP1 therapies. GLP1 is a naturally occurring hormone, an incretin, now used to treat obesity. The headlines reported in the media were based on comments made at the European Society of Cardiology Congress at the end of August. Anyone interested in more detail should view the special obesity collection on the JACC website, https://lnkd.in/evrnzp5Y. Staggeringly, analysis showed that treatment with a GLP1 agonist leads to a reduction of 19% in death from all causes. This is a composite measure of cardiovascular causes (heart attack, stroke etc) and non-cardiovascular causes (infections, malignant tumours etc). On the face of it this was slightly more than I was hoping for, being an anti-death solution rather than anti-ageing. If you dig into the GLP1 agonist literature further (https://lnkd.in/eKZUW8XT), it is clear that they have multiple effects across the body. One key mechanism appears to be reduction in systemic inflammation, acting through cells in the gut and central nervous system to influence immune cells. In our Global Innovation Fund we hold Eli Lilly, a large US pharma company. Its Mounjaro and Zepbound drugs are co-agonists of GLP1 and GIPR, two distinct yet complementary biochemical pathways. Lilly’s drugs demonstrated leading levels of weight loss and blood sugar control in clinical trials. Lilly and others are investigating the impact of their incretin drugs on many other chronic diseases: not just diabetes and obesity but kidney disease, cardiovascular disease, sleep apnoea as well as neurodegeneration, effectively diseases of older age. These recent findings regarding broad-based beneficial effects of this class of medicines are very encouraging. While there is no prophylactic "anti-ageing" option yet, as we age incretins could become a treatment option to stave off the more severe elements of chronic diseases. #antiageing #innovation

First live masterclass of the week done and dusted 👏 today we looked at the broader global outlook but tomorrow we shift the focus to the UK and equities 🤓 Sign-up now: https://lnkd.in/eT42-mhf The expert panel from Rathbones Group Plc, AXA Investment Managers, Raynar Portfolio Management and Amati Global Investors will discuss: 💼 How a new government could affect equity market and sector valuations 💷 Portfolio construction techniques when UK equities are in a period of outflows 📦 The financial health and spending patterns of UK consumers #ATVMasterclass #Masterclass #UKEquity #Equity #FinancialOutlook #AssetManagement #LiveEvent

Georges Lequime, manager of the WS Amati Strategic Metals fund, points out that mining companies have never had to plan for as vast an expansion in demand as that created by the energy transition. It takes 10-15 years to build a mine, and demand is already increasing. He says that the world is facing “very concerning” supply deficits in key materials in the near to medium term – as little as two years for some materials. This is likely to push up prices, which is good news for mining companies. #strategicmetals #metals #energytransition #renewables #mining #miningsector #gold #silver #lithium

Join Scott McKenzie for the UK Equities Live Masterclass on Asset TV, taking place on Wednesday, 11th September. https://lnkd.in/eT42-mhf #UKEquities #AIM #Livemasterclass

The biology of ageing is understandably an area of great interest to academic science, the healthcare industry and our society at large. In a striking piece of work in Nature Aging (https://lnkd.in/df2Fr7VQ), Shen and colleagues demonstrate the power of Mass Spectrometry based multi-omic analysis for understanding the dynamics of aging. Having collected more than 246 billion data points from 108 participants for up to 7 years, they identified distinct clusters of molecules that change in non-linear ways during aging.   Their research highlights a symphony of changes that peak at ages 44 and 60 that underscore accelerated aging around these years, as shown in the graph below. These changes associate with cardiovascular disease, kidney dysfunction, risk of Type II Diabetes, muscle mass decline, skin elasticity (or lack thereof), declines in lipid metabolism and immune dysfunction. As a recovering scientist I always like reading the methods sections, especially so with a fascinating piece of research like this one. To my delight, our portfolio companies’ products are represented, including Qiagen’s sample preparation kits and Danaher’s SCIEX mass spectrometers.   Qiagen and Danaher are Enablers of our Multi-omics innovation frontier, an area of innovation that is just in its infancy but has exciting long term growth potential. It enables fundamental discoveries that weren’t possible previously, such as those  detailed above. Enabling researchers to “see” what wasn’t possible previously and opening up new avenues for diagnostic and therapeutic development. We look forward to seeing what discoveries multi-omics tools enable in the future. Gareth Blades #multiomics #innovation

“Even though it’s only 0.25 per cent, the cut represents a turning point. The consensus is that rates will go below 4 per cent by the end of 2025. No-one is expecting rates to go back to 1 per cent in a hurry, but the direction of travel is key.” Scott McKenzie, Fund Manager at Amati Global Investors talks to Cherry Reynard in the wake of the Bank of England's interest rate cut.

The most innovative companies are commonly assumed as cash flow negative, Mikhail Zverev explains how our approach for the Amati Global Innovation Fund differs. #globalinnovation #innovation #globalequities Past performance is not a reliable indicator of future performance.

Georges Lequime has given insight into recent market volatility and its impact on our Strategic Metals fund. Despite the volatility, there are some promising signs that we may be approaching cyclical lows for equities in the sectors. Read the viewpoint below. #metals #strategicmetals #lithium #preciousmetals