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May 2026 Update+
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 Keir discusses the rise and fall ... Read More
Space & AI, coming to a Public Market near you…
Source: ChatGPT Until now, the largest IPO ever (by funds subscribed) was Saudi Aramco, which in 2019 raised ~US$26 billion at a valuation of US$1.7 trillion. This also made it ... Read More
April 2026 Update+
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 Keir discusses the role of chinese ... Read More
What an AI-Powered Future Could Look Like | Alex Pollak features Equity Mates Investing Podcast
It was great to join the team at Equity Mates Media for a wide-ranging discussion on AI, markets and what the future might hold. We covered: Whether the recent ‘AI slowdown’ ... Read More
China’s battery giants rewire global autos
Source: CATL It has been nearly a month since the U.S. and Israel began military operations against Iran. The conflict is a stark reminder of how fragile the fossil fuel system ... Read More
March 2026 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses Nvidia’s recent earnings and the ... Read More
Artificial Intelligence roils sharemarkets
“I am no longer needed for the actual technical work of my job. I describe what I want built, in plain English, and it just… appears. Not a rough draft I ... Read More
February 2026 Update+
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 discusses the recent pullback of ... Read More
Here come the Chinese robots!
John Deere autonomous tractor – look closely to see Portfolio Manager Anshu Sharma in the driver’s seat! The Consumer Electronics Show (CES) – the first big technology conference every year ... Read More
January 2026 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Senior Investment Manager Harry Morrow outlines the recent Netflix ... Read More
The US$830b IPO of Open AI; plus 2025 wrap
We should expect more AI TV commercials, like this one, a clip from Toys R Us. Source: Toys R Us, Sora This year was all about whether there is a bubble ... Read More
Australia’s $7bn data centre | Harry Morrow features in SBS On the Money
We were delighted to have our Senior Investment Analyst Harry Morrow interviewed by Ricardo Gonçalves on SBS’s On the Money Podcast to discuss Open AI and NextDC teaming up to build ... Read More
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