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. 6d ago

    Guide to Retirement - Singapore: Turning Retirement Uncertainty into a Practical Plan

    In this 177th episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Yuejue Jin, Head of Asia in the Multi-Asset Solutions group, to discuss how Singaporeans are living longer than ever, and retirement is no longer a short final chapter — it could span 20 to 30 years or more.  How can savers in Singapore turn an overwhelming question like - "Will I have enough?" - into a more practical plan for confidence in retirement?  What are the advantages of starting early, staying invested, and building a portfolio that evolves over time?  How can the recently updated Guide to Retirement - Singapore help to support retirement planning?  Listen now to Raisah and Yuejue to get up to date and find out what this all means for investors. 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 14 ·  Video

    VIDEO: Powering Through Market Volatility - Energy, Storage and Grid Resilience

    In this 176th episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Ignace Nguyen, Head of APAC Sustainable Investing Specialists, discussing the latest trends in the energy world, the impact from the conflicts in the Middle East and the transition to renewable sources of energy.  How are renewable energy sources compared to more traditional fossil based sources in the current market?  With so many conflicts globally, what sources of energy are more resilient to external shocks?  How has AI's growth impacted the energy markets?  Listen now to Tai and Ignace 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 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--podcastEP176).   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. Oct 12

    Politics Meets Portfolios: How the U.S. midterm elections could shape markets

    In this 175th episode of the On Investors' Minds podcast, Tai Hui recaps what is at stake in the U.S. midterm elections, how it impacts the current U.S. administration and the current president's ability to influence the economic agenda over the next two years, and those factors that the midterm elections no effects on.  How is the market volatility this year, compared to the months leading up to past midterm elections?  What are the likely scenarios in the U.S. congress and senate?  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 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--podcastEP175).   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. Oct 8 ·  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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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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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