disruption

A super El Niño brings more than extreme weather. For investors, the real risk lies in renewed inflation and market disruption.

A jobs apocalypse, vanishing moats and broken cycles. Macquarie’s Viktor Shvets mapped a chilling future for investors at Livewire Live.

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

What might next year bring?

It’s TV, but not as you know it, as Disney gives in new distributors emerge.

The network principle behind Zuck’s Twitter stab; Staring down Powell

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...

Portfolio trends are shifting. No longer can investors and advisers think about asset allocation as a simplistic framework of equities and bonds that span purely...

How do you spot the coming shift from growth to value? Ride the winners. That’s the obvious investment strategy favoured at the end of a cycle. It’s easy, really. Just...