On Investors’ Minds

JP Morgan Asset Management Market Insights
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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. 2d ago

    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.

  2. 5d ago ·  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.

  3. 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.

  4. 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.

  5. 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.

  6. Aug 31 ·  Video

    VIDEO: End of summer market check-in: Upside surprises, downside risks, and the road ahead

    In this 166th episode of the On Investors' Minds podcast, Tai Hui and Kerry Craig get together in the studio to highlight their biggest surprises so far this year, risks that they feel investors need to keep a close eye on, and their outlook through to the end of 2026.  How will AI continue to impact the markets given its strong influence on the positive performance so far this year?  How has the recent rise in bond yields affected the outlook for expected central bank actions?  What actions can investors take to help prepare their investment portfolio in case of increased market volatility?  Listen or watch now to Tai and 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--podcastEP167).   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. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

  7. Aug 19

    What is the opportunity for distressed debt investing in private credit?

    In this 165th episode of the On Investors' Minds podcast, Raisah Rasid provides an introduction for a conversation between Aaron Mulvihill, Global Market Strategist, and Brad Demong, Co-Chief Investment Officer of the Global Special Situations Group, both based in New York to take a deeper look at why private credit has been in the market spotlight recently.  What is distressed lending?  Has the pricing dislocations for private credit from earlier this year reversed?  How is the current private credit landscape being viewed by distressed and special situations investors?  Listen now to Raisah, Aaron and Brad 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--podcastEP165).   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. Aug 12

    Can China equities carry its strong Q3 start and outperform through to the end of 2026?

    In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations.  How has the Chinese economy performed recently and what does the latest economic data show?  What are the policy directions coming out of Beijing after the recent July politburo meeting?  What are the short, medium and long term outlook for China equities and more specifically where are there opportunities that investors should look closer at?  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--podcastEP164).   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.

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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

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