A few months back, Alex Pollak sat down with Felicity Thomas and Candice Bourke on their Equity Mates’ Talk Money to Me podcast to unpack the latest US reporting season, the … Read More
AI and the “shock of the new”
The concerted sell-off in companies related to Artificial Intelligence (AI) over the last few weeks comes as investors question the capital spend of players such as Open AI, which as at … Read More
November 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Head of Research Raymond Tong discusses Artificial Intelligence’s (AI) … Read More
Alex Pollak features on EquityMates podcast
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