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Tools, enablers and beneficiaries | Anshu Sharma, PM features on The Inside Network Podcast
Loftus Peak’s Portfolio Manager and Founder, Anshu Sharma, recently joined the team at the Inside Network Podcast to make the case that disruption is a continuum rolling through every industry rather ... Read More
October 2026 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Head of Research Raymond Tong discusses his recent trip ... Read More
Pacing the Frontier
“Anthropic’s IPO is like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945” – Owen A. Lamont, Ph.D. “Maybe the scariest part of the whole episode revealed ... Read More
September 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 Moderna’s breakthrough cancer vaccine ... Read More
Infrastructure: Roads, Railroads, Datacentres…
Source: AI by Gemini “No one will pay good money to get from Berlin to Potsdam in one hour when he can ride his horse there in one day for free.” ... Read More
The debt market has been nervous about AI. Are equity investors a little too comfortable? | Alex Pollak features on EquityMates Podcast
Big Tech is committing an extraordinary ~$800bn+ to AI infrastructure. Chinese AI models are advancing rapidly. What if the AI boom starts to lose its appeal? In a recent episode of ... Read More
August 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 Analyst Harry Morrow and Investment Analyst Tom ... Read More
AI Hyperscalers: Transformational Opportunity or Overhyped Trend? | Alex Pollak features on Buy or Sell Podcast
It was great to join Ally Selby from Equity Mates Media on the recent Buy or Sell podcast to discuss the outlook for the AI hyperscalers and the forces driving this ... Read More
Words on the Next Frontier of AI | Raymond Tong & Harry Morrow feature on Words on Wealth Podcast
It was great to join Tim Rocks, Chief Investment Officer of Evans & Partners for the latest episode on the Words on Wealth podcast. Loftus Peak’s Raymond Tong, Head of Research ... Read More
Applying process to the AI adoption boom
The launch of ChatGPT in November 2022 heralded a step-change in the application of technology-disrupting businesses globally. From its inception in 2014, Loftus Peak has identified companies driving the forces of ... Read More
July 2026 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager and Founder Anshu Sharma summarises the drivers ... Read More
Disruption comes for Cancer
An influential operative in the life sciences area – and this is relevant because we are expanding holdings in drug companies Eli Lilly and Moderna in the portfolios we manage – ... Read More