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

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.

Investing in AI - beyond the Magnificent 7
Markets
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Investing in AI - beyond the Magnificent 7
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The investment opportunity set is now broader than the Mag 7.

How are US corporates performing this earnings season?
Markets
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How are US corporates performing this earnings season?
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The health of US corporate earnings has never been more important.

Navigating an evolving threat landscape
Markets
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Navigating an evolving threat landscape
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Cybersecurity companies stand to be a beneficiary in a world mired by rising geopolitical uncertainty.

Why this asset class could be the next big growth engine for your portfolio
Markets
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Why this asset class could be the next big growth engine for your portfolio
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EM companies possess unique tailwinds and can play a key role in a diversified portfolio.