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

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.

Six charts for 2026
Markets
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Six charts for 2026
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Can markets keep rising in 2026 despite geopolitics, AI bubble fears and US policy uncertainty?

Charts in review 2025
Charts of the month
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Charts in review 2025
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We recap the year in charts.

AI boom, bubble or bust?
Markets
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AI boom, bubble or bust?
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Some aspects of today’s environment rhyme with past episodes but important differences do stand out.

Debunking three myths of passive investing
Markets
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Debunking three myths of passive investing
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Three common myths about passive investing, illustrated through CBA’s dominance and recent surge.

Can the rally in Chinese stocks continue?
Markets
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Can the rally in Chinese stocks continue?
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Making the case for Chinese equities has not been easy for some time.