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 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. Fulcrum Insights: Video Series A showcase of the latest video insights from the Fulcrum team, featuring fireside chat–style discussions on markets and macro themes.