February 2023 UpdatePlus

EmilyHempel22 Mar 2023Artificial Intelligence, Press, Streaming, UpdatePlus

For February, we discuss Streaming and Artificial Intelligence.

Understanding Artificial Intelligence (AI) as an Investor

EmilyHempel16 Mar 2023Artificial Intelligence, Press

Our investment team speaks about one of the hottest topics on everyone’s lips today, Artificial Intelligence (AI).

Market races off the mark

EmilyHempel15 Feb 2023Press

Fund up +11.3% in January as market bolts – outlook on cloud, Netflix subscriber growth, automotive digitisation and China’s economic recovery

2022 in Review & 2023 Positioning

EmilyHempel30 Dec 2022Press

Focusing on process to help drive return in 2023

Netflix, Disney, Streaming – and Murdoch

EmilyHempel19 Dec 2022Press, Streaming

Source: Bhavya Khanchandani “The mechanisms for the monetization of content are in disarray.” – US Cable-TV veteran James Dolan   Viewers continue to shift out of pay TV. Streaming is disrupting the … Read More

Markets fall… then bounce hard

EmilyHempel23 Nov 2022Press

Semiconductors and the next leg of global growth

Loftus Peak’s Rick Steele features in Kaplan’s ASX Financial Adviser Day 2022 Module

EmilyHempel15 Nov 2022Press

Loftus Peak’s Rick Steele speaks on IoT in Kaplan’s ASX Financial Adviser Day 2022 Module

EmilyHempel13 Nov 2022Press

Loftus Peak awarded ‘Highly Commended’ at Financial Newswire’s Fund Manager of the Year Awards 2022

EmilyHempel01 Nov 2022News about Loftus Peak, Press

Loftus Peak awarded “highly commended” and Star Manager at Financial Newswire’s Fund Manager of the Year.

Dynamite Fishing: £1.5 T UK pension plans survive, luckily

EmilyHempel26 Oct 2022Disruption, Press

£1.5 trillion UK pension plans survive, luckily

Vladimir Putin and the butterfly effect

EmilyHempel21 Sep 2022Decarbonisation, Press, Streaming

This month’s bogey was European inflation.

Disruption continues despite ‘technical recession’

EmilyHempel17 Aug 2022Disruption, Press

July numbers rebound strongly