Source: American Institute for Economic Research From almost every economic perspective, 2022 was a bad year. COVID had already pushed governments to loosen monetary policy, stretching vulnerable supply lines to breaking point. … Read More
Netflix, Disney, Streaming – and Murdoch
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
Since the beginning of the year, the dominant narrative across the semiconductor industry has been that chips are entering a cyclical downturn with revenues and earnings expected to fall as the … Read More
Loftus Peak awarded ‘Highly Commended’ at Financial Newswire’s Fund Manager of the Year Awards 2022
The Loftus Peak Global Disruption Fund was awarded “highly commended” as runner up in the highly competitive Global Equities – Large Cap category, at Financial Newswire’s Fund Manager of the Year … 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
Vladimir Putin and the butterfly effect
European inflation stays high, forcing US rates up This month’s bogey was European inflation, which was up to 9.1% for the twelve months to August, so still increasing. Energy and food … 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
Half-year in review: is the worst over?
Global sharemarkets changed direction abruptly in mid-November 2021, with the trigger the ‘hot’ US inflation reading for October – it rose to +6.2% year-over-year, almost guaranteeing the US Federal Reserve would … Read More
Semiconductors: The Next Big Opportunity?
Interest rate hikes, inflation, geopolitical tension… our Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so important over the next three to five years.
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