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Loftus Peak named as a 2026 RIAA Responsible Investor
We are pleased to share that Loftus Peak has again been recognised as a Responsible Investor 2026 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investment, ... Read More
Humanoid Robots, Chinese EVs & AI | Anshu Sharma, PM features on Equity Mates Podcast
Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful ... Read More
Semiconductors propel markets, is it justified?
Hold onto your SOX Semiconductors have represented Loftus Peak’s single largest portfolio sub-industry for several years. Over the last seven weeks, this positioning has given us a front-row seat to arguably ... Read More
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
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