Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … 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
December 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view … Read More
Was 2023 the year of the Magnificent Seven?
As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … 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
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
Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets
CIO Alex Pollak speaks to Livewire’s Ally Selby about Loftus Peak’s approach to investing in Artificial Intelligence and which stocks he believes will provide exposure to this disruptive technology. Plus, he … Read More
July 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds … Read More
AI returns continue to roll
Source: Adobe In the past month, Investor intuition has become highly attuned to the criticality of semiconductors. These devices underpin artificial intelligence (AI) across thousands of applications from music to missile defence. … Read More
Dynamite Fishing: £1.5 T UK pension plans survive, luckily
Dynamite fishing is a term used in angling to describe damaging behaviour that accidentally kills whatever else happens to be in the water nearby the fish that are the target. It … Read More
Disruption continues despite ‘technical recession’
The recession we don’t seem to be having Source: FrankHH, Shutterstock Markets had braced for impact following the US Federal Reserve rate hikes (+2.25% so far this year) with expectations of … Read More
What happens to disruption during a recession?
Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More