As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
November 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, we discuss cord cutting – what it is and … Read More
‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak
AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference and explore this important theme in front of the the … Read More
October 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, we discuss the ARM chip and how its adoption … Read More
Loftus Peak wins ‘Best Australian Based Global Equity Manager’ at 2023 Australian Fund Manager Awards
We are delighted to announce that we have been named the ‘Best Australian Based Global Equity Manager’ at the 2023 Australian Fund Manager Awards, against a highly competitive field! We would … Read More
Geopolitical shocks keep markets on edge
Investors could be forgiven for waiting to exhale. Bond yields are hitting multi-decade highs. The U.S. House of Representatives is speakerless. Russia has ramped up the Avdiivka assault, its largest … Read More
September 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, we discuss Huawei’s Kirin 9000 chip and what impact … Read More
Disney blinks, so you won’t have to
Source: Shutterstock If you have noticed that there are fewer new US programs on your Netflix feed, that’s because there has been both an actors’ and a writers’ strike in America. … Read More
Loftus Peak named as a 2023 RIAA Responsible Investor
Loftus Peak has been named a Responsible Investor by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study launched today. This recognises our commitment to responsible investing and … Read More
August 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, we discuss Nvidia’s earnings call and just how significant … Read More
FY23 Review: Peaking rates, rising markets
Source: IMDB This was one of our strongest years ever, with the Fund reporting +35.3% net-of-fees performance for the full financial year ending 30 June 2023. It was truly a year … Read More
Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets
CIO Alex Pollak speaks to Livewire’s Ally Selby about Loftus Peak’s approach to investing in Artificial Intelligence and which stocks he believes will provide exposure to this disruptive technology. Plus, he … Read More