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

Navigating the evolving AI trade
Markets
keyboard_arrow_down
Navigating the evolving AI trade
keyboard_arrow_down

AI leadership is rotating as investors weigh capex discipline, demand and earnings durability.

India: The market's hidden giant
Markets
keyboard_arrow_down
India: The market's hidden giant
keyboard_arrow_down

Indian equities have lagged the AI rally, but earnings, valuations and flows are now turning.

All in on AI? 3 ways to reduce concentration risk
Markets
keyboard_arrow_down
All in on AI? 3 ways to reduce concentration risk
keyboard_arrow_down

AI capex is fuelling market returns, but rising concentration brings risks investors should understand.

All in on AI? 3 ways to diversify
Markets
keyboard_arrow_down
All in on AI? 3 ways to diversify
keyboard_arrow_down

AI capex is fuelling market returns, but rising concentration brings risks investors should understand.

Charts of the month – June 2026
Macro & markets
keyboard_arrow_down
Charts of the month – June 2026
keyboard_arrow_down

Markets extended gains through the first half of 2026 despite Middle East tensions, but will...