Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, Chief Investment Officer Alex Pollak summaries the companies that … Read More
AI gets two Nobel Prizes
Among the 2024 Nobel Prizes, five laureates across two prizes were honoured for Artificial Intelligence (AI) related research. Specifically, these awards are for research into AI models beyond just generative AI, … Read More
August 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, Investment Analyst Tom Keir discusses how the market’s understanding … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
The chips running AI on your device
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More
Is it too late to invest in AI?
With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More
Separating fact from FICTA
The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit … Read More
Geopolitical shocks keep markets on edge
Investors could be forgiven for waiting to exhale. Bond yields are hitting multi-decade highs. The U.S. House of Representatives is speakerless. Russia has ramped up the Avdiivka assault, its largest … Read More
Powerful market drivers
Source: Shutterstock Powerful forces are at work. The US Federal Reserve is losing the argument for higher interest rates following six months of better inflation data. Artificial intelligence companies have captured … 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
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