Sign up to Fidante's Insights & News 23 Jul 26 Insight Alternatives Fulcrum Asset Management AI Underexposure Biggest Risk for Investors This article was published in The Australian on 23 July, 2026. Author: David Rogers Related Content Most Australian portfolios are on the wrong side of the AI trade In this Investor Daily article, Fawaz Chaudhry discusses the real risk to portfolios may not be an AI bubble waiting to pop, but investors sitting underweight while a capex-driven rally keeps running without them. Livewire Q&A | Investors are focused on the shock. The money is in the consequences. Fulcrum's Fawaz Chaudhry explains why AI, energy and policy are colliding to create new winners and losers. Livewire Q&A | Five Market Shocks Are Colliding. Here's How to Invest Through It Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.
