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  • Leading fund groups of Q1

    Stronger-than-expected economic data in the first quarter of 2024, meant that the Fed and other central banks held off making much-anticipated rate cuts. Interestingly, despite this, equity markets ro...
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  • The ability to suffer

    Is everyone obsessed with getting rich quick? With the 'Magnificent 7' driving a large portion of the US stock market's return in 2023, the focus has been on capital growth. In all the excitement, hav...
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  • Decreasing inflation - what does it mean?

    decreasing rate should not be misconstrued as deflation. At the moment, despite inflation’s decline to 4%, prices are still rising. Furthermore, not only are they still rising, they’re rising at a h...
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  • Approaching ESG

    ESG considerations are increasingly seen as a hygiene factor in many investment managers’ decision-making processes. At Amati Global Investors, ESG matters have long been considered in the research p...
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  • Improving the balance

    European equities haven't been massively in favour over recent years, but under the surface there are some exceptional businesses if you look hard enough. Sharing his approach to finding quality compa...
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  • A Spotlight On: UK Equities

    "Whoever is in power post the election, I think, will pursue a very vanilla marcoeconomic policy frame. Partially because public finances are in a mess, but it's also a lesson to be lear...
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