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
July 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds … Read More
Powerful market drivers
Source: Shutterstock Powerful forces are at work. The US Federal Reserve is losing the argument for higher interest rates following six months of better inflation data. Artificial intelligence companies have captured … Read More
The AI Revolution – Alex Pollak on Ausbiz’s The Pulse
CIO Alex Pollak speaks to Ausbiz’s Danielle Ecuyer about Loftus Peak’s approach to investing in Artificial Intelligence and whether or not AI companies are overvalued, including Nvidia, AMD and Tesla. This … Read More
June 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, we discuss comments from Oracle founder Larry Ellison about … Read More