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
March 2023 UpdatePlus
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For March, we discuss the turmoil in the banking sector and … Read More
Alan Kohler from Eureka Report in conversation with Loftus Peak’s Alex Pollak
Alan Kohler unpacks Artificial Intelligence, a significant driver of performance in the last month, with Alex Pollak, CIO of Loftus Peak. To read the full transcript on the Eureka Report … Read More
AI, ChatGPT light up the portfolio
User: What is unusual about this image? GPT4: The unusual thing about this image is that a man is ironing clothes with an ironing board attached to the roof of a … Read More
February 2023 UpdatePlus
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For February, we discuss Streaming and Artificial Intelligence.
Understanding Artificial Intelligence (AI) as an Investor
Our investment team speaks about one of the hottest topics on everyone’s lips today, Artificial Intelligence (AI). The Loftus Peak investment team focuses on the key industries driving AI, how Loftus … Read More
Market races off the mark
Source: Shutterstock January saw a significant reversal of December’s sell-off. The Loftus Peak Global Disruption Fund gained +11.3% net-of-fees, with outperformance of +7.6% relative to the benchmark MSCI All Countries World Index … Read More
2022 in Review & 2023 Positioning
Source: American Institute for Economic Research From almost every economic perspective, 2022 was a bad year. COVID had already pushed governments to loosen monetary policy, stretching vulnerable supply lines to breaking point. … Read More
Netflix, Disney, Streaming – and Murdoch
Source: Bhavya Khanchandani “The mechanisms for the monetization of content are in disarray.” – US Cable-TV veteran James Dolan Viewers continue to shift out of pay TV. Streaming is disrupting the … Read More
Markets fall… then bounce hard
Since the beginning of the year, the dominant narrative across the semiconductor industry has been that chips are entering a cyclical downturn with revenues and earnings expected to fall as the … Read More