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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

10:58

[Chinese Version] 18. 鷹派暫停升息下的三大投資意涵

On Investors’ Minds - APAC Edition ·

2023/09/22

在本集音頻內，摩根資產管理市場洞察團隊，針對聯準會9月利率決策會議的決議和聲明，為您分析三大投資意涵。儘管聯準會暫停升息，但鷹派聲明意味著高利率可能維持更長一段期間，加以油價反彈催化通膨預期，美國政府關門隱憂及歐亞經濟放緩皆增添短期消息面震盪，不排除使得金融市場波動再起，從當天的美股主要指數下跌可見一斑。現在就點擊收聽策略師的最新看法。 For the English version, please download episode "18. Higher for longer by the U.S. Fed" or visit the J.P. Morgan Asset Management website to find out more.

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08:30

18. Higher for longer by the U.S. Fed

On Investors’ Minds - APAC Edition ·

2023/09/21

In this 18th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the September U.S. Federal Open Market Committee (FOMC) meeting that just wrapped a few hours earlier today. Overall, the Fed continues with a slight hawkish bias and keeping the option open for another hike before the end of the year, which had the market reacting negatively. Markets were down immediately following the Fed's meeting conclusion. Listen now to get up to date and find out what this all means

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09:23

17. How can China’s property market recover from...

On Investors’ Minds - APAC Edition ·

2023/08/30

In this 17th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the current impact of i.) sluggish sales in residential properties on Chinese banks, ii.) a slowing Chinese economy on global inflation, and iii.) where investing opportunities exist once the Chinese economy begins to recover. 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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08:07

16. Weaker Chinese economic data and what policy...

On Investors’ Minds - APAC Edition ·

2023/08/16

In this 16th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the i.) July Chinese economic data recently released, ii.) overall slowing growth momentum and iii.) more challenges facing specific property developers and investment funds. Listen now to get up to date and find out what this all means for investors and what monetary easing actions can help boost the economy. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic

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09:46

15. A resilient U.S. economy and how it impacts...

On Investors’ Minds - APAC Edition ·

2023/08/10

In this 15th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the ongoing resilience of the U.S. economy despite the aggressive interest rate hiking by the U.S. Federal Reserve since the start of 2022, and how this has led to the resulting strong interest in high-yield corporate debt. Listen now to get up to date and find out what this all means for investors in the region and how to allocate assets. The J.P. Morgan Guide to the Markets illustrates a comprehensive array of

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07:02

14. The Fed raises again. Is this the last?

On Investors’ Minds - APAC Edition ·

2023/07/27

In this 14th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, provides a timely update on initial takeaways from the latest U.S. Fed rate increase, what has changed since the last rate decision by the U.S. Fed, and whether there will be any rate cuts expected later in 2023. Also follow along as Kerry summarizes the outlook for the equity and bond markets, U.S. recession likelihood, and overall asset allocation considerations on the back of

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16:52

13. A less likely recession? A closer look through...

On Investors’ Minds - APAC Edition ·

2023/07/18

In this 13th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, is joined by special guest speaker, Jonathan Liang, Head of Investment Specialists, GFICC, to check back in on whether the global economy is still heading down the path of a recession. What are the growth, inflation and other factors that an investor needs to be aware of and account for? Listen in to Kerry and Jonathan's discussion to get up to date with the market's

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09:24

12. Key takeaways from the 3Q Guide to the Markets -...

On Investors’ Minds - APAC Edition ·

2023/07/11

In this 12th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia (published this past week). The key points include i.) the economic outlook of key economies, especially the U.S. and China, ii.) what are central banks options given that inflation is taking longer than expected to return to target, and iii.) what does this all mean for investors in the region and how to allocate assets. The J.P. Morgan

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23:41

11. The opportunities and challenges for alternative...

On Investors’ Minds - APAC Edition ·

2023/06/28

In this 11th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Gary Leung, Head of Alternatives, Asia Pacific Clients, to take a closer look at the world of alternative assets. Alternatives is quite a broad term covering a range of financial assets, from real estate to infrastructure, to hedge funds, private equities, and private credit. Listen to Tai and Gary discuss the opportunities and challenges for alternative assets. For 10 years, the Market

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06:39

10. The Fed pauses in a slowing economy

On Investors’ Minds - APAC Edition ·

2023/06/15

In this 10th episode of the On Investors' Minds - APAC Edition podcast, we present a special episode with Tai Hui giving an update on the U.S. Federal Reserve' decision from just a few hours earlier (June 15th Asia morning) to maintain the current interest rate at 5.00-5.25% amid signs of a slowing U.S. economy. Find out how the market reacted and a summary of the most impactful things to keep an eye on in the coming days, weeks and months ahead. For 10 years, the Market Insights program has been

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12:15

9. The investment opportunities in Japanese equities

On Investors’ Minds - APAC Edition ·

2023/06/01

In this 9th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Alexander Treves, Asia Pacific Head of Investment Specialists for the Emerging Markets and Asia Pacific Equities team, to take a closer look at the Japanese investment opportunity. Listen to Tai and Alex discuss the economic, structural, and technical factors impacting Japanese equities and how they might complement your investment portfolio. For 10 years, the Market Insights program has been

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11:49

8. Central Banks, Earnings, and China’s Recovery

On Investors’ Minds - APAC Edition ·

2023/05/18

In this 8th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui updates the latest across three main areas including: i) the US Fed's steady interest rate increases as well as some of the other market impacting central banks in Europe and Asia Pacific, ii) recap of 1Q corporate earnings in the U.S. and Asia, iii) and China's gradual economic recovery. For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing

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15:49

7. Raising the U.S. debt ceiling: Simplifying for an...

On Investors’ Minds - APAC Edition ·

2023/05/04

In this 7th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker David Kelly, Chief Global Strategist, to break down the increasing investor interest in the U.S. debt ceiling. There's a lot at stake if the U.S. debt ceiling does not get raised. Listen to Tai and David dive into the politics and economics involved, so that you can better navigate your next investment decisions. For 10 years, the Market Insights program has been on the ground across the Asia

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10:23

6. Playing devil’s advocate

On Investors’ Minds - APAC Edition ·

2023/04/18

In this 6th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023. Along with why these preferred areas have positive outlooks in the medium term, Tai also plays devil's advocate and identifies risks of each area that an investor should pay close attention to. For 10 years, the Market Insights program has been on the ground

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10:01

5. What have we learned so far from the recent...

On Investors’ Minds - APAC Edition ·

2023/04/11

In this 5th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters, including i.) the positives now that the market and banks have stabilized, ii.) the threat of recession (negatives), and iii.) where we see better returns. For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and

en

08:47

4. What is the investment opportunity in China?

On Investors’ Minds - APAC Edition ·

2023/03/24

In this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into what to watch out for when investing in China, quickly summarized into three important topics: i) what's currently happening in the Chinese economy, ii) what are some of the long-term growth drivers, and iii) have we already missed the rally in Chinese equities? 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

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28:55

3. Silicon Valley Bank rescue and investment...

On Investors’ Minds - APAC Edition ·

2023/03/15

In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly, Global Chief Market Strategist, provides his insights and thoughts on the developing situation that has led to the shutting down of both Silicon Valley Bank and Signature Bank and the involvement of the U.S. Fed and Treasury departments. Dr. Kelly dissects what has happened so far (as of March 13, 2023), what this means for the U.S. economy, Fed considerations / monetary policy and investment implications. For 10

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08:40

2. Growing income to fight inflation

On Investors’ Minds - APAC Edition ·

2023/03/02

On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation. 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

en

09:16

1. China’s reopening, US Fed rate decisions, and why...

On Investors’ Minds - APAC Edition ·

2023/02/14

In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes since the end of 2022: i) China's reopening and potential impact on investing, ii) Divergence between the markets' view and the US Fed's view on the economy and iii) Why cash is less of a friend in 2023. 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

en

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