Source: AI by Gemini “No one will pay good money to get from Berlin to Potsdam in one hour when he can ride his horse there in one day for free.” … Read More
The debt market has been nervous about AI. Are equity investors a little too comfortable? | Alex Pollak features on EquityMates Podcast
Big Tech is committing an extraordinary ~$800bn+ to AI infrastructure. Chinese AI models are advancing rapidly. What if the AI boom starts to lose its appeal? In a recent episode of … Read More
August 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 Analyst Harry Morrow and Investment Analyst Tom … Read More
AI Hyperscalers: Transformational Opportunity or Overhyped Trend? | Alex Pollak features on Buy or Sell Podcast
It was great to join Ally Selby from Equity Mates Media on the recent Buy or Sell podcast to discuss the outlook for the AI hyperscalers and the forces driving this … Read More
Words on the Next Frontier of AI | Raymond Tong & Harry Morrow feature on Words on Wealth Podcast
It was great to join Tim Rocks, Chief Investment Officer of Evans & Partners for the latest episode on the Words on Wealth podcast. Loftus Peak’s Raymond Tong, Head of Research … Read More
Applying process to the AI adoption boom
The launch of ChatGPT in November 2022 heralded a step-change in the application of technology-disrupting businesses globally. From its inception in 2014, Loftus Peak has identified companies driving the forces of … Read More
July 2026 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 and Founder Anshu Sharma summarises the drivers … Read More
Disruption comes for Cancer
An influential operative in the life sciences area – and this is relevant because we are expanding holdings in drug companies Eli Lilly and Moderna in the portfolios we manage – … Read More
Is the AI boom real or just dot-com déjà vu? | Alex Pollak, CIO features on Marcus Today
Alex Pollak recently joined Henry Jennings from Marcus Today for a wide-ranging conversation on disruption and artificial intelligence. In this episode Alex shares his thoughts on: Whether the current AI boom resembles … Read More
AI IPO rush meets market jitters | Alex Pollak, CIO features in SBS On the Money
It was great to be invited by Ricardo Gonçalves to speak on SBS’s On the Money, where our Chief Investment Officer Alex Pollak discussed what the AI listing race means for … Read More
Loftus Peak named as a 2026 RIAA Responsible Investor
We are pleased to share that Loftus Peak has again been recognised as a Responsible Investor 2026 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investment, … Read More
Humanoid Robots, Chinese EVs & AI | Anshu Sharma, PM features on Equity Mates Podcast
Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful … Read More