By Alex Pollak, CIO Loftus Peak Key takeaways Almost all companies fall in a downturn But those with the best metrics, like lowest gearing, can rebound much faster (read below for … Read More

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies, now that Apple (which … Read More

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By Alex Pollak, CIO Loftus Peak In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon … Read More

“The last 10 years have been about building a world that is mobile-first. In the next 10 years, we will shift to a world that is artificial intelligence (AI) first.” Sundar … Read More

Just a few days ago, Alibaba Group, the Chinese on-line retailer, came within 1% of being the world’s most valuable retailer – with a market capitalisation of U$473b, its value was … Read More

The Name of the Rose is Umberto Eco’s masterpiece whodunit set in a 14th century monastery (bags of sex and grisly violence with some serious semiotics thrown in). The last line … Read More

By Alex Pollak, CIO Loftus Peak Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week … Read More

By Alex Pollak, CIO Loftus Peak The news that Tesla will raise $1.5b in senior debt signals a new phase for the company – one in which equity issues are likely … Read More

By Alex Pollak, CIO Loftus Peak   Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has … Read More