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
‘Beating the market in a time of hyper-disruption’: Alex Pollak features on EquityMates Basis Points
Loftus Peak is pleased to have been invited to speak with the team at the EquityMates’ Basis Points Podcast. The theme of this episode is investing in ‘Beating the market in … Read More
Cage fight: Trump v Musk! Alex Pollak features in SBS On the Money
Were it not the US President and the world’s richest man scratching at each other, it could have been mildy amusing. But the respective positions of both men mean outcomes could … Read More
ASX’s The Idea Exchange Podcast interviews CIO Alex Pollak on ‘The art of disruption’
Loftus Peak is pleased to have been invited to speak with the team at the ASX’s The Idea Exchange Podcast. The theme of this episode is investing in ‘The art of … Read More