By Alex Pollak, CIO Loftus Peak Key Takeaways: Disruption is upending whole sectors such as energy and banking.  This disruption has led to the US market significantly outperforming the local (Australian) … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: Short-term thinking has triggered a sell-off of some of the best companies in the market. Short-term volatility is unnerving, but it doesn’t alter … Read More

Why is Apple down? Loftus Peak’s thoughts on the recent share fall Apple sold down over the past few days on analyst reports – but it’s not our view. The company … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: Historically, many big crashes took place in October and this October followed the script – at one point the S&P 500 was down 9.3% .  … Read More

By Alex Pollak, CIO Loftus Peak “So much of what we do with customers in the cloud today and at the edge is about really transforming their business. And so classically … Read More

By Alex Pollak, CIO Loftus Peak Key takeaways: Even small European cities are imposing bans on the use of many diesel cars Disruption started in newspapers and music, but it is … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: This correction is just that – the problems we are facing are objectively nowhere near as large as those of the GFC At … Read More

Originally posted on MoneyManagement here. Money Management has found five funds investing primarily in global equities that have consistently outperformed the MSCI World Index. Money Management used FE Analytics to find … Read More

By Alex Pollak and Anshu Sharma (originally published in the ASX August Investor Newsletter) When Loftus Peak first began taking investor funds four years ago there was a perception that smartphones and … Read More

Why third quarter results pushed Apple to US$1 trillion in value Apple sales were boosted by an average selling price per iPhone which went from below US$600 to US$724. Quarterly revenue was … Read More

By Alex Pollak and Anshu Sharma (originally published on Firstlinks) The law of large numbers v runaway returns to scale There is a well understood principle in investment known as the … Read More

Key takeaways from Loftus Peak’s feature in the Australian Financial Review: The death of Moore’s Law (the idea that with time more transistors can be packed onto the one chip to … Read More