Like to know where Loftus Peak is investing next? Alex Pollak recently sat down with Equity Mates to discuss his latest views on the state of AI, US exceptionalism and where the … Read More
October 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses OpenAI’s latest video generation model, … Read More
AFR’s 15 Minutes with the Boss featuring Alex Pollak
Thanks to Sally Patten and the rest of the team at the AFR’s 15 Minutes with the Boss Podcast for doing a great job on this podcast. In this episode Sally … Read More
September 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses US exceptionalism and whether the … Read More
Is US exceptionalism under threat?
America’s business strength is rooted in its political foundations that spring from the US constitution: free speech, free enterprise, the rule of law and democracy. It’s why 9 of the world’s … Read More
Nvidia points to USD3tn – 4tn AI infrastructure spend
Nvidia’s earnings print last week revealed the company grew quarterly revenue +56% YoY to USD46.7 bn and guided for next quarter to generate USD54.0 bn +/-2% in revenue (representing +54% growth … Read More
August 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Senior Investment Analyst Harry Morrow discusses the upward inflection … Read More
Significant Event Notice – 18 July 2025
Significant Event Notice – Proposed Changes to the Name of the Fund and Investment Parameters. This notice is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831) … Read More
July 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak provides a summary of … Read More
What will disrupt the disruptors?
Source: ChatGPT Google’s Gemini disrupting Google? A question that Loftus Peak has often been asked over the years is: can the disruptors be disrupted? There is a ready answer. The largest, … Read More
E&P’s Words on Wealth Podcast interviews Alex Pollak and Raymond Tong on ‘AI’s Expanding Reach’
Loftus Peak is pleased to have been invited to speak with the team at Evans and Partners on their Words on Wealth Podcast. The theme of this episode is ‘Words on … Read More