Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, Investment Analyst Tom Keir discusses how the market’s understanding … Read More
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Earlier in the month, News Corp (owner of Australia’s Foxtel) CEO Robert Thomson made the surprise announcement that “potential buyers had emerged for the Foxtel business during a review of the … Read More
July 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, Chief Investment Officer Alex Pollak discusses the recent turbulence … Read More
In The Media – What’s behind the stock meltdown and will there be a recession?
Vanguard, Betashares, iShares neck and neck in battle for inflows ANDREW MCKEAN Vanguard, Betashares, iShares, and VanEck have attracted most of the ETF inflows in Australia for 2024, with competition among … Read More
Loftus Peak nominated as a finalist in 2024 IMAP Awards
We’re excited to share that Loftus Peak has been named a finalist in the International Equities category for the 2024 IMAP Managed Account Awards. At Loftus Peak, the focus has always … Read More
In the Media – Tony Boyd’s Opinion Piece
Why I dumped my industry super fund TONY BOYD It is an awkward time to be talking about the strong performance of my self-managed super fund given the correction occurring in … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
June 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, Head of Research Raymond Tong discusses a recent visit … Read More
AI: The A stands for Apple
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 Update+
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
April 2024 Update+
For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.