On Investors’ Minds

JP Morgan Asset Management Market Insights
  • 0.0 (0)
  • Investing
  • Updated Biweekly

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. 4d ago ·  Video

    VIDEO: Understanding higher rates, rising inflation, and growing AI concerns using the latest Guide to the Markets - Asia

    In this 174th 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 Q4 2026 edition of the Guide to the Markets - Asia, to walk through the key market themes for Q4, including how higher bond yields impact the rotation in asset allocation, inflation risk, equity opportunities beyond the U.S. and the role of alternative assets and as a hedge to rising volatility.  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 4th 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--podcastEP174) 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. Oct 2 ·  Video

    VIDEO: Moments in Market History - The 1929 Stock Market Crash

    In this 173rd episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Katie Korngiebel, Research Analyst, both from the Market Insights team based in New York, to examine the enduring impact of the 1929 stock market crash and the insights it offers for navigating modern market cycles.  The Roaring Twenties included the convergence of speculative excess, technological innovation, and the optimism of a new era, setting the stage for one of history's most dramatic market events, the 1929 stock market crash.  Watch or listen now to David and Katie 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--podcastEP168).   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. Sep 29 ·  Video

    VISUALIZED: Building an AI-Conscious Portfolio

    In this 172nd episode of the On Investors' Minds podcast, Tai Hui summarizes the recently published research on how to construct an investment portfolio around the break-neck growth of the Artificial Intelligence (AI) industry.  How does AI compare to innovative technology introductions of the past (e.g. railroads, telephone networks, etc.)?  Where are we in the AI cycle?  What are the best ways to gain investment exposure to AI?  Watch along or listen now to Tai to get up to date and find out what this all means for investors.   The J.P. Morgan Strategic Investment Advisory Group (SIAG) approaches today's investment challenges with a global view across asset classes.  Through an unrivaled collaboration that unites our deep expertise and research within each investment sector, we yield the power of perspective to help our most sophisticated clients achieve their long-term investment goals and build stronger portfolios. Download the AI-conscious asset allocation paper from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/portfolio-insights/strategic-investment-advisory-group/ai-conscious-asset-allocation-portfolio-construction-in-a-capital-investment-boom/?utm_campaign=-en--podcastEP172).   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. Sep 24

    Making the case for Singapore equities: Stability, Growth, Payout (SGP)

    In this 171st episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Chang Qi Ong, Portfolio Manager in the Emerging Markets Asia Pacific Equities team, to take a closer look at the Singapore equities market, its less tech-heavy economy, and its stable domestic government and currency.  Which sectors are leading the economic growth in Singapore?  How can investors incorporate Singapore's reputation as a favored market for dividend paying companies into a diversified investment portfolio?  What is the Equity Market Development Program (EQDP) pushed forward by the Singapore government?  Listen now to Raisah and Chang Qi 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--podcastEP171).   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. Sep 21 ·  Video

    Is it time to pay more attention to Fixed Income?

    In this 170th episode of the On Investors' Minds podcast, Tai Hui summarizes the potential opportunity with fixed income in the current market environment.  How do fixed income valuations compare to equities once possible risks are also considered?  What are the latest Central-bank expectations globally?  Which specific fixed income areas are best set up to cushion possible market pull-backs?  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 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--podcastEP170).   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. Sep 17 ·  Video

    VIDEO: September FOMC surprises: The U.S. Fed actually unanimously agrees on a rate increase

    In this 169th episode of the On Investors' Minds - APAC Edition podcast, we present a special replay of Kerry Craig's recent client webconference immediately after the completion of the U.S. Federal Reserve's September meeting.  What is the Fed's outlook for interest rates through the year end and into 2027?  How is the U.S. economy performing, despite rising inflation?  What are the investment implications to  both the equities and bonds markets?  Watch or listen now to Kerry 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--podcastEP169).   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. Sep 14 ·  Video

    VIDEO: Moments in Market History - What can we learn from key landmark events?

    In this 168th episode of the On Investors' Minds podcast, Tai Hui provides an introduction for a conversation between Gabriela Santos, Chief Market Strategist, Americas and David Kelly, Chief Global Strategist, both from the Market Insights team based in New York to discuss some of the turning points that have shaped markets throughout history.  This special 6-part series examines landmark events - from the 1929 crash to the Global Financial Crisis - to illuminate the forces behind market upheavals and the lessons they offer for modern investors.  Watch or listen now to Tai, Gabriela and David 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--podcastEP168).   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. Sep 8 ·  Video

    VIDEO: Highlighting trends in private markets using the latest Guide to Alternatives

    In this 167th episode of the On Investors' Minds podcast, we present a special video episode of Kerry Craig and Adrian Wong, both from the Market Insights team in APAC, discussing the latest trends in the alternatives asset space using the just released Guide to Alternatives for Q3 2026.  What role does alternatives play in an investment portfolio?  How many more companies does private equity have access to compared to the public equity markets?  What new slides have been introduced in the latest Guide to Alternatives?  Listen now to Kerry and Adrian to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make better informed investment 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--podcastEP150) 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.

See All (100)

About

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

Information

  • Creator
    JP Morgan Asset Management Market Insights
  • Years Active
    2023 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    On Investors’ Minds

You Might Also Like