Amati Global Investors co-founder and fund manager, Dr Paul Jourdan, discusses the secrets of his small/midcap fund’s success. He covers his outlook for equity markets, inflation, interest rates & bond yields and why we are entering a ‘golden age’ for healthcare.

1.   Outlook for equity markets, inflation, interest rates & bond yields 
2.   Why we’re entering a ‘golden age’ for healthcare (09:33​)
3.   Maxcyte (12:48​)
4.   Renalytix AI (14:33​)
5.   Sensyne Health (15:43​)
6.   Synairgen (18:23​)
7.   Argentex & Equals (28:53​)
8.   HeiQ (30:23​)
9.   Air Partner (34:33​)
10. Cake Box (38:38​)
11. Gear4Music & Strix (39:38​)
12. CLS Holdings (43:18​)
13. Historical returns & holding periods (48:33​)
14. Market risks & the importance of understanding them (51:23​)
15. Amati’s new Strategic Metals fund (57:18​)