On Investors’ Minds - APAC Edition

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. 3D AGO

    Investing in AI Opportunities Across Markets: Part 2

    In this 143rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit and Stephanie Aliaga, both Global Market Strategists based in New York, for a timely exploration of Artificial Intelligence's impact on markets and the pathways to resilient, forward-looking portfolios.  AI is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership.  As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever.  Listen now to Tai, Meera, and Stephanie 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--podcastEP143).   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.

    34 min

  2. MAR 27

    Investing in AI Opportunities Across Markets: Part 1

    In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both based in New York, to dive into how AI is reshaping opportunities and risks beyond the public market headlines. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.  Listen now to Tai, Aaron, and Stephanie 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 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--podcastEP142).   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.

    25 min

  3. MAR 24

    How much longer will oil prices stay elevated?

    In this 141st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the impact of elevated oil and wider energy prices with the U.S.-Iran conflict now entering its 4th week.  How significant has the damage to energy production infrastructure in the gulf region been since the start of the conflict?  What is the latest impact from ships not being able to travel through the Strait of Hormuz?  With higher energy prices leading to higher inflation globally, will central banks start to hike their interest rates sooner than previously forecasted?  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 1st 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--podcastEP141).   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.

    13 min

  4. MAR 19 ·  VIDEO

    VIDEO: U.S. Fed maintains interest rate amid tariff and geopolitical uncertainties

    In this 140th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an update on the overnight U.S. Federal Reserve decision to maintain the target range for the federal funds rate at 3.50-3.75%.  How has the recent U.S.-Iran conflict impacted the Fed's decision making?  Will higher oil prices and prolonged tariffs increase the likelihood of a global recession?  What is the U.S. economic forecast the Fed governors shared through the end of this year?  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 1st 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--podcastEP140). 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.

    23 min

  5. MAR 17 ·  VIDEO

    VIDEO: How to evaluate private credit risks?

    In this 139th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode hosted by Marcella Chow and featuring Aaron Mulvihill, Global Market Strategist based in New York and Brian Coleman, Co-Head of Investments in the Private Credit Solutions Group.  Aaron and Brian dive into private credit, an asset class that continues to be popular with investors due to its pick-up in yield compared to traditional fixed income.  But it does not come without risk.  Their discussion will cover some of those risks in certain sectors as well as the outlook ahead for private credit and opportunities outside of direct lending.  Listen now to Marcella, Aaron, and Brian 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 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--podcastEP124) 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.

    18 min

  6. MAR 12 ·  VIDEO

    VIDEO: What investors are asking - U.S.-Iran conflict

    In this 138th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode where Tai Hui is joined by Raisah Rasid and Marcella Chow to summarize the top questions the Market Insights Asia Pacific team is receiving from clients regarding the latest developments in the Middle East.  What's the latest situation that investors should be aware of?  How has the financial markets moved since the start of the U.S.-Iran conflict?  What investment portfolio adjustments could help to mitigate some of the uncertainty taking place in the market?  Listen now to Tai, Raisah, and Marcella 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 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--podcastEP122). 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.

    23 min

  7. MAR 4 ·  VIDEO

    VIDEO: U.S.-Iran conflict | Investment portfolio implications and what's next for markets?

    In this 137th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to dive into the latest updates on the U.S. conflict with Iran, how the markets have reacted, and what investment portfolio considerations to make.  How has global trade routes and shipping prices been impacted since Iran's threat on any ships passing through the Straight of Hormuz?   Which parts of the energy market has seen the largest volatility?  How have investment portfolios performed when major market stress events have occurred?  Listen 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 1st 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--podcastEP137). 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.

    46 min

  8. MAR 2

    Initial market & economic implications of the U.S. conflict with Iran

    In this 136th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an initial assessment of the impact post the U.S. and Israel air strikes on Iran (and its retaliatory actions) during the weekend of February 28th.  What people and leadership changes have occurred?  Has there be any impact to energy prices and the overall energy markets so far?  Which equity sectors are expected to be impacted by this weekend's developments and which sectors could experience positive momentum?  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 1st 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--podcastEP136).   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.

    10 min
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 - APAC Edition

You Might Also Like