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PODCAST

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights

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

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All Episodes

54:24

[Chinese version] 影片：41. 2024年第二季度《環球市場縱覽》網絡會議

On Investors’ Minds - APAC Edition ·

2024/04/17

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。

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24:16

[Chinese version] 38. 美国经济持续表现强劲

On Investors’ Minds - APAC Edition ·

2024/03/25

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.

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31:51

36. The strengthening case for adding Alternatives to...

On Investors’ Minds - APAC Edition ·

2024/03/11

In this 36th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Gary Leung, Head of Alternatives (APAC Client) to summarize how different kinds of alternative assets (Real Estate, Transport, Private Credit, Private Equity, etc.) can strengthen an investor's portfolio and make it more resilient in today's dynamic global markets. This is the first of 5 podcast episodes exploring the world of alternative assets with some of the most experienced alternative assets experts

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11:34

34. Japanese stocks are in a bull market run ... can...

On Investors’ Minds - APAC Edition ·

2024/02/27

In this 34th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent Japanese equities market going through a bull market run, and what factors ranging from the Bank of Japan to the direction of the Japanese yen will impact how long the positive run continues for. 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

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09:25

33. Three market risks investors need to keep an eye on

On Investors’ Minds - APAC Edition ·

2024/02/15

In this 33rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights three market risks that investors should keep an eye on, including i.) the timing and pace of U.S. Fed rate cuts, ii.) supply chain disruptions in the Red Sea, and iii.) U.S. regional banking sector stress. 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

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24:58

32. VIDEO: Fed rate cuts are coming! ... but not just...

On Investors’ Minds - APAC Edition ·

2024/02/05

In this 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U.S. Federal Reserve's January FOMC meeting results, the likelihood of a U.S. recession, and the increasingly hot topic of the upcoming 2024 U.S. presidential election. 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,

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11:54

31. How quickly will the Fed cut interest rates?

On Investors’ Minds - APAC Edition ·

2024/01/30

In this 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates. How quickly did interest rates get cut? How did the financial markets perform as a result? 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

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09:33

30. Latest China economic numbers ... an opportunity...

On Investors’ Minds - APAC Edition ·

2024/01/18

In this 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a closer look at the areas of strengths and the areas of concerns that investors should focus on. Could there be some bright spots for equity investors? 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

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42:51

29. Highlighting the 1Q 2024 Guide to the Markets - Asia

On Investors’ Minds - APAC Edition ·

2024/01/15

In this 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the Markets - Asia launch web conference. Tai Hui is joined by James Burdis, Head of Global Strategic Relationships, Asia Pacific to address key topics including: i) gauging the risk of recession in the U.S. and Europe, ii) the pace of Asia and China recovery, iii) fixed income allocation following the drop in government bond yields in 4Q 2023, and iv)

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07:08

28. New year, where to look for returns?

On Investors’ Minds - APAC Edition ·

2024/01/04

In this 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year. Tai summarizes a number of concerns including when the U.S. Fed will start cutting rates, where inflation trends are pointing towards, and how long the current S&P 500 winning run can continue for. Listen now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets

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07:50

27. The U.S. Fed sees cloudy days ahead ... Markets...

On Investors’ Minds - APAC Edition ·

2023/12/14

In this 27th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the Federal Open Markets Committee (FOMC) statement from the just completed final meeting of the year. Tai shines a light on why the markets cheered with strong increases in both the S&P 500 and the NASDAQ, with both increases largely coming after the release of the FOMC statement. Listen now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets

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05:24

26. The bond rally has finally arrived

On Investors’ Minds - APAC Edition ·

2023/12/12

In this 26th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury yield, and the potential next moves by the U.S. Federal Reserve, the European Central Bank, and other central banks. 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

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11:11

[Chinese Version] 25. 2024年大市前瞻

On Investors’ Minds - APAC Edition ·

2023/12/06

在本集音頻內，摩根資產管理市場洞察團隊將為您解析2024年的投資機會與資產配置相關意涵。儘管2024 年的經濟環境可能會更具挑戰性，不論是美國能否避免衰退、聯準會是否考慮降息，以及中國經濟走向和地緣政治等均值得進一步留意然而，我們認為透過股債均衡多元化資產配置可以幫助投資者掌握趨勢之外，並管理市場波動參與中長線投資機會。現在就點擊收聽環球市場策略師的最新看法 For the English version, please download episodes "24. What are the macroeconomic opportunities and challenges in 2024?" and "25. Investment opportunities in 2024 ... What can go wrong?" or visit the J.P. Morgan Asset Management website to find out more.

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06:33

25. Investment opportunities in 2024 ... What can go...

On Investors’ Minds - APAC Edition ·

2023/11/28

In this 25th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights some of the investment opportunities in 2024 from the recently published Year Ahead 2024 investment outlook. And of course along with those opportunities, the risks that investors need to ensure they keep an eye on in 2024. Listen now to get up to date and find out what this all means for investors trying to get off to a strong start in the new year ahead. Read more on the Year Ahead 2024 from the J.P

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09:34

24. What are the macroeconomic opportunities and...

On Investors’ Minds - APAC Edition ·

2023/11/23

In this 24th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the three most impactful macro areas for the upcoming 2024 year, i.) U.S. chances of recession, ii.) China's recovery, and iii.) the 2024 U.S. Presidential election. Listen now to get up to date and find out what this all means for investors trying to get off to a strong start in the new year ahead. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends

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18:30

23. Is the U.S. economy unstoppable?

On Investors’ Minds - APAC Edition ·

2023/11/14

In this 23rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui and guest host Gabriella Santos, Head of Market Insights - Americas, discuss just how strong is the current U.S. economy and what risks could trip up the current positive moment and possibly lead to a slowdown in the U.S. economy. In addition Tai and Gabriella also summarize the latest with i.) the U.S. Presidential election next year, ii.) increased U.S. investor interest in certain China sectors, India, Japan and iii.)

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05:55

22. Looking for validation, U.S. Fed stays the course

On Investors’ Minds - APAC Edition ·

2023/11/02

In this 22nd episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the overnight decision by the U.S. Federal Reserve's (Fed) November FOMC meeting to keep the existing interest rate the same. The message from the Fed is clear, they're looking for validation that both a downward shift in economic activity is coming and also the labor market is returning to balance after a larger jump in the September job numbers. Listen now to get up to date and find out what this all

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06:22

21. Is it time for Asian equities to shine again?

On Investors’ Minds - APAC Edition ·

2023/10/31

In this 21st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores the investment opportunities in Asian equities, including diving into the macroeconomic environment and some of the market specific issues relating to Asian equities. Tai also highlights three key takeaways for investors to consider when adjusting their portfolio allocations. 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

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06:18

20. What does the latest Chinese economic data tell us?

On Investors’ Minds - APAC Edition ·

2023/10/20

In this 20th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the latest Chinese economic data released over the past week, and whether there is improvement in the underlying economy. Tai also highlights three key takeaways for investors to consider when adjusting their portfolio allocations. 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,

en

06:30

19. Could the Fed really stick with ”higher for longer”?

On Investors’ Minds - APAC Edition ·

2023/10/12

In this 19th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the key points from the 4th quarter Guide to the Markets Asia, including highlighting the spike in yields in the past few weeks on the back of a hawkish U.S. Federal Reserve. 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

en

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