Ross Greenwood discusses the competition between Elon Musk’s Twitter and Meta’s ‘Threads’ with Alex Pollak, CIO of Loftus Peak. This video was originally published by Sky News’ from Ross Greenwood’s Business … Read More
AI returns continue to roll
Source: Adobe In the past month, Investor intuition has become highly attuned to the criticality of semiconductors. These devices underpin artificial intelligence (AI) across thousands of applications from music to missile defence. … Read More
May 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For May, we discuss the rally around companies exposed to enabling … Read More
Loftus Peak Global Disruption Active ETF receives ‘Responsible Investment Certification’ from RIAA
Across the month, the Loftus Peak Global Disruption Fund Active ETF has received a Responsible Investment Certification from Responsible Investment Association Australasia (RIAA). RIAA’s certification program is the leading initiative for … Read More
Electricity is the new oil
Source: Onsemi “The United States still gets most of its energy by setting millions of tiny fires everywhere. Cars, trucks, homes and factories all burn fossil fuels in countless engines, furnaces and … Read More
Loftus Peak features in AFR’s Chanticleer – AI
Source: Shutterstock Below is an extract from James Thomson’s Chanticleer article “How Sydney fundie caught AI wave” which was originally published in the Australian Financial Review on 19 May 2023. For … Read More
April 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For April, we discuss Microsoft, Amazon and Google as the AI … Read More
Netflix rides the advertising recovery
Source: Shutterstock A vicious circle for traditional TV The Netflix stock price was pummelled in early 2022 as its subscriber base decreased on a quarterly basis for the first … Read More
March 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For March, we discuss the turmoil in the banking sector and … Read More
Alan Kohler from Eureka Report in conversation with Loftus Peak’s Alex Pollak
Alan Kohler unpacks Artificial Intelligence, a significant driver of performance in the last month, with Alex Pollak, CIO of Loftus Peak. To read the full transcript on the Eureka Report … Read More
AI, ChatGPT light up the portfolio
User: What is unusual about this image? GPT4: The unusual thing about this image is that a man is ironing clothes with an ironing board attached to the roof of a … Read More
February 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For February, we discuss Streaming and Artificial Intelligence.