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
Meta competes with Musk’s Twitter – Alex Pollak from Loftus Peak on Sky News with Ross Greenwood
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