On Investors’ Minds

JP Morgan Asset Management Market Insights
  • 0.0 (0)
  • Geldanlage
  • Zweiwöchentlich

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

  1. vor 20 Std.

    Bulls or Bots? Dissecting the AI everything U.S. equity market

    In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year.  How has the market reacted to the Q2 earnings released so far?  What's the impact of the hyperscalers' current level of escalated capital expenditures?  Where and how is AI being used by investment teams to improve returns for investors?  Listen now to Kerry and Fiona to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP163).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  2. vor 3 Tagen

    Navigating the nuances: Is real estate investing finally turning the corner?

    In this 162nd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Chad Tredway, Global Head of Real Estate at J.P. Morgan Asset Management, to walk through the latest developments around core real estate, specifically as it begins to show signs of kicking off a new growth cycle for the asset class.  Compared against past real estate downturns, how is today's real estate pricing relative to that of previous cycles?  How does the current higher inflation rates impact the performance of real estate?  What real estate opportunities are there in the ongoing growth of the AI and tech sector?  Listen now to Kerry and Chad to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP162).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  3. 27. Juli

    Navigating fixed income: Balancing a positive outlook in a world of heightened risks

    In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate Strategies team, to dive into why most economists and strategists have a positive outlook for the global economy through the rest of 2026, despite a growing number of risks that could turn the markets negative.  Can U.S. corporates continue to deliver strong earnings growth?  What could cause the price of oil to rise above $100 per barrel, and thus bring up the cost of energy?  Although the AI growth story has come down from its meteoric rise earlier in the year, how can its now revised growth continue to impact a broader set of beneficiaries?  Listen now to Kerry and Arjun to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP161).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  4. 20. Juli

    With tech stocks correcting, what's next for AI?

    In this 160th episode of the On Investors' Minds podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be focused on during this current market volatility.  Who are the biggest customers and adopters of artificial intelligence (AI), and will their current high spend on AI change?  What are the global economic factors to keep in mind through the second half of 2026?  Listen now to Tai to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP160).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  5. 13. Juli ·  Video

    VIDEO: Checking in on a noisy year of geopolitics and financial markets with the latest Guide to the Markets - Asia

    In this 159th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q3 2026 edition of the Guide to the Markets - Asia, to walk through the key market themes including the latest on the war in the Middle East, recent developments around Artificial Intelligence, and potential central bank policy moves.  How have equity markets performed in the face of both war in the Middle East and AI uncertainties?  Will the U.S. market continue to outperform through the rest of 2026?  What non tech areas of the investment world could see stronger performance and should be given stronger consideration in asset allocation decisions?  Listen or watch now to Tai and Kerry summarize all the latest market developments using the Guide to the Markets - Asia and find out what this all means for investors. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP144) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  6. 30. Juni

    Absolute return strategies & trouble in private credit?

    With inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together.  This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what's happening with broader market beta or the economy.  In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Bill Eigen, Head of Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today's credit cycle - including private credit.  The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make more informed decisions.  Download the Guide to Alternatives from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-alternatives/?utm_campaign=-en--podcastEP158) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  7. 26. Juni

    How are the latest geopolitical tensions impacting the markets?

    In this 157th episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Kyle Hutzler, Executive Director for Asia Pacific Policy and Strategic Competitiveness within the J.P. Morgan Center for Geopolitics, to discuss the latest geopolitical developments impacting the world recently and how the financial markets have in turn reacted.  What's the current status of the Middle East tensions and the impact to oil and energy prices?  Is the U.S.'s relationship with China improving and leading to calmer trade policies?  Listen now to Kerry and Kyle to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 2nd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP157).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  8. 18. Juni ·  Video

    VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook

    In this 156th episode of the On Investors' Minds - APAC Edition podcast, we present a special replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's June meeting.  How did new Fed chair, Kevin Warsh, leave his mark in his first meeting as the chair?  What changes are expected from the Fed through the end of 2026?  In addition to the FOMC recap, Tai also walks through highlights from the recently published 2026 Mid-Year Outlook, with coverage of the latest Middle East developments, AI's fantastic returns so far this year, and which parts of the market look to outperform between now and year end.  Watch or listen now to Tai to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 2nd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP156).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

Alle anzeigen (100)

Info

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

Informationen

  • Erstellt von
    JP Morgan Asset Management Market Insights
  • Jahre aktiv
    2023 - 2026
  • Folgen
    100
  • Bewertung
    Unbedenklich
  • Copyright
    © Copyright 2023 All rights reserved.
  • Sendungswebsite
    On Investors’ Minds

Das gefällt dir vielleicht auch