On Investors’ Minds - APAC Edition JP Morgan Asset Management Market Insights

In this 42nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the recent market volatility across global markets, what are the latest developments potentially impacting investor sentiment and 3 main takeaways for managing portfolios going forward.  Listen now 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)


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.

在2024年第一季，股票表現優於固定收益，主要受到穩健的經濟及盈利數據支持。與此同時，市場對美國聯準會減息的預期已經降低。雖然美國經濟放緩的跡象不多，但投資人都關注股票估值可能過高的風險。亞洲方面，中國的經濟復甦仍然不夠強勁和持久，但至少該地區出口已在改善。
考慮到股票和固定收益的相對估值，投資人需要構建適當的資產組合，而且在地域上作出分散配置，從而實現財務目標
亞太區首席市場策略師許長泰先生將運用2024年第二季《環球市場縱覽 – 亞洲版》的內容，與您共同探討最新市場及經濟趨勢，並剖析近期的重要投資主題。
這次線上會議由市場策略師林雅慧主持，許長泰先生將討論下列議題：
股票估值過高的風險及分散投資的機會
有何契機可推動固定收益的回報迎頭趕上？
固定收益以外有何收益機會？這些機會為何重要？
全球經濟可能出現甚麼問題？
您亦可以按此瀏覽我們的網站，以獲取更多環球市場策略師對經濟和關鍵市場的最新觀點。

In this 40th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of a conversation with our global market strategists team heads, Tai Hui (Asia), David Kelly (Global), Karen Ward (Europe), and Gabriella Santos (Americas), covering the shifting tides of global growth, central bank actions, inflation, and most importantly today's investment opportunities.  Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)


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.

In this 39th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Sylvia Sheng, Global Strategist from the Multi-Asset Solutions team, to talk through the key areas the Multi-Asset Solutions team is tracking as part of their outlook from Q2 through to the end of the year.  Sylvia and Tai specifically talk through why global growth is likely to continue, inflation steadily cooling and supportive monetary policy that will be supportive of certain regional equities and corporate credit.  Listen now 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)


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.

在这第38集的播客中，許長泰回顾了美联储三月份FOMC会议的结果，以及其他中央银行，包括日本银行、澳大利亚储备银行和英格兰银行的最新动态。我们还将探讨市场对这些中央银行更新的反应。立即收听，了解最新情况，以及这对投资者意味着什么.
For the English version, please download episodes "US economy continues to show strength, Fed patiently prepares to ease" or visit the J.P. Morgan Asset Management website to find out more. 

In this 38th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's March FOMC meeting results, recent updates from other central banks, including the Bank of Japan, the Reserve Bank of Australia, and the Bank of England, and how the markets have reacted to these central bank updates. Listen now 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)
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.