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 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. AI revolution, energy disruption and the next investment cycle James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets. 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.