Loftus Peak is pleased to have been invited to speak with the team at the ASX’s The Idea Exchange Podcast. The theme of this episode is investing in ‘The art of ... Read More

Another month, another Trump tariff Another month, another Trump tariff, this time on the EU – and already paused until early July – and now struck down by the US Court ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson is checking in from the ... Read More

  Few believed that 100 days into the Trump presidency, the US would emerge as the epicentre of upheaval for global trade. The impact financially is that US indices have underperformed ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager Anshu Sharma outlines the playbook for when ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak discusses the Artificial Intelligence ... Read More

Markets have been roiled by the whip-saw policy changes of the US president. These abrupt shifts are not necessarily bad – they provide important pricing opportunities for the portfolios managed by ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson breaks down the DeepSeek model ... Read More

Source: AFP, Donald Trump with Larry Elison (Oracle), Masayoshi Son (SoftBank) and Sam Altman (OpenAI) An analysis of events in the weeks leading up to the inauguration, and the days following ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak outlies the year behind ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, Investment Analyst Tom Keir runs explains Eli Lilly’s advantage ... Read More

On 15th November, Chief Investment Officer Alex Pollak spoke at the Sohn Hearts and Minds event in Adelaide. The event is dedicated to funding medical research to which Hearts & Minds ... Read More