Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Investment Analyst Tom Gilbertson discusses the recent pullback of … Read More
Here come the Chinese robots!
John Deere autonomous tractor – look closely to see Portfolio Manager Anshu Sharma in the driver’s seat! The Consumer Electronics Show (CES) – the first big technology conference every year … Read More
January 2026 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 Manager Harry Morrow outlines the recent Netflix … Read More
The US$830b IPO of Open AI; plus 2025 wrap
We should expect more AI TV commercials, like this one, a clip from Toys R Us. Source: Toys R Us, Sora This year was all about whether there is a bubble … Read More
Australia’s $7bn data centre | Harry Morrow features in SBS On the Money
We were delighted to have our Senior Investment Analyst Harry Morrow interviewed by Ricardo Gonçalves on SBS’s On the Money Podcast to discuss Open AI and NextDC teaming up to build … Read More
Anshu Sharma features on EquityMates Best of the Best Podcast
We were delighted to be guests on the Equity Mates Media Best of the Best podcast earlier this month. Our Portfolio Manager, Anshu Sharma, joined Alec Renehan to unpack the Loftus Peak investment philosophy, … Read More
December 2025 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Portfolio Manager Anshu Sharma outlines how the portfolio pivoted … Read More
‘US Tech Volatility, AI Winners & Top Stock Picks’: Alex Pollak features on EquityMates Talk Money to Me
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