Hugh

Hugh Lam

Investment Strategist

Hugh is an Investment Strategist at Betashares supporting distribution channels and assisting clients with portfolio construction across all asset classes. Prior to joining Betashares, Hugh was an Investment Analyst at Lonsec covering active equity managers, and was an Investment Solutions Consultant at Pinnacle Investment Management on their distribution team. Hugh holds a Bachelor of Commerce and Economics degree from the University of New South Wales and is also a CFA® Charterholder.

Latest Insights

A new era: physical AI and humanoids enter the stage
Investment ideas
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Markets
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A new era: physical AI and humanoids enter the stage
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Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

Has the AI sell-off made cybersecurity more compelling?
Investment ideas
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Markets
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Has the AI sell-off made cybersecurity more compelling?
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AI is changing cyber threats faster than markets may have priced in.

Sticking the course: China Two Sessions 2026
Markets
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Sticking the course: China Two Sessions 2026
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China just released its 15th five-year plan and AI is at the centre of this...

Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
Markets
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Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
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The Nasdaq 100 has never offered a smooth ride - but it has consistently rewarded...

Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
Investment ideas
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Markets
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Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
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The Nasdaq 100 has never offered a smooth ride - but it has consistently rewarded...

Charts of the month: February 2026
Charts of the month
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Markets
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Charts of the month: February 2026
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While Wall Street wrestled with tariffs and an AI reckoning, other markets simply delivered returns....

Are you still underweight emerging markets?
Markets
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Research
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Are you still underweight emerging markets?
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Will the US$1 trillion AI bet pay off?
Markets
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Research
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Will the US$1 trillion AI bet pay off?
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Asian technology companies – the ultimate AI hedge?
Investment ideas
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Markets
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Asian technology companies – the ultimate AI hedge?
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Chinese equities have surged but the rally masks ongoing economic weakness.