Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT … Read More
May 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness … Read More
The chips running AI on your device
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More
Are we there yet? When a great company isn’t a great investment
How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in … Read More
Is it too late to invest in AI?
With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
February 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
Separating fact from FICTA
The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit … Read More
Loftus Peak features in AFR’s ‘Best funds of 2023’
Below is an extract from Joshua Peach’s article “Best funds of 2023 stick with bitcoin, big tech bets” which was originally published in the Australian Financial Review on 19 January 2024. … Read More
‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak
AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference and explore this important theme in front of the the … Read More
Geopolitical shocks keep markets on edge
Investors could be forgiven for waiting to exhale. Bond yields are hitting multi-decade highs. The U.S. House of Representatives is speakerless. Russia has ramped up the Avdiivka assault, its largest … Read More
FY23 Review: Peaking rates, rising markets
Source: IMDB This was one of our strongest years ever, with the Fund reporting +35.3% net-of-fees performance for the full financial year ending 30 June 2023. It was truly a year … Read More