The Exchange with Paul Jourdan of Amati Global
•February 23, 2026
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Why It Matters
The recommendations signal where a seasoned UK fund manager expects outperformance, guiding investors toward sectors poised for post‑pandemic recovery and digital expansion.
Key Takeaways
- •Yu Group and Telecom Plus top 12‑month picks
- •Amati eyeing UK resources, fintech, travel, tech stocks
- •Boku highlighted for rapid digital payments growth
- •Trainline positioned to benefit from travel rebound
- •Accesso and Gamma focus on niche entertainment technology
Pulse Analysis
Paul Jourdan’s market commentary reflects a broader optimism about the UK equity landscape as inflation eases and corporate earnings regain momentum. By weaving macro‑economic indicators with sector‑specific trends, he paints a picture of a market transitioning from pandemic‑induced volatility to a growth‑oriented phase. This outlook resonates with investors seeking exposure to domestic firms that can capitalize on renewed consumer spending, infrastructure investment, and a favourable regulatory environment.
The stock slate spans a diverse set of industries, each chosen for distinct catalysts. Boku stands out for its rapid expansion in digital payments, leveraging the shift toward cash‑less commerce. Travel‑related names like Trainline and Jet2 are positioned to capture the surge in passenger volumes as restrictions lift. Meanwhile, niche technology players such as Accesso and Gamma Communications target specialized entertainment and connectivity markets, offering higher margin potential. Energy and resource picks, including Greatland Resources and Serica Energy, benefit from commodity price rebounds, while fintech and financial services firms like Alfa Financial and GB Group provide exposure to a revitalised credit market.
For investors, Jourdan’s emphasis on Yu Group and Telecom Plus as the premier twelve‑month ideas signals confidence in companies with strong balance sheets and scalable business models. However, the recommendations also carry sector‑specific risks, from regulatory changes in energy to competitive pressures in digital payments. Aligning portfolios with these insights requires balancing growth aspirations against volatility, and monitoring macro trends that could shift sentiment. Ultimately, Amati Global’s curated list offers a roadmap for capitalising on the UK’s post‑pandemic recovery while underscoring the importance of disciplined, research‑driven investing.
Original Description
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 15 stock ideas.
00:00 Equity outlook
01:40 Greatland Resources / Gold
06:55 Boku
11:30 Wilmington (recent purchase)
17:50 Accesso
23:50 Kainos
29:20 Alfa Financial
31:55 GB Group
38:00 Gamma Communications
41:20 Yu Group
46:25 Serica Energy
52:25 Grainger
54:35 Jet2
56:55 Big Technologies
62:45 Trainline
69:40 Favourite stock idea(s) for next 12 months: Yu Group & Telecom Plus
#GGP #BOKU #WIL #ACSO #KNOS #ALFA #GBG #GAMA #YU. #SQZ #GRI #JET2 #BIG #TRN #TEP
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THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW
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