On Investors’ Minds

61:21

VIDEO: Understanding higher rates, rising inflation,...

On Investors’ Minds ·

2026/10/08

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

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20:32

VIDEO: Moments in Market History - The 1929 Stock...

On Investors’ Minds ·

2026/10/02

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

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25:52

What is the opportunity for distressed debt investing...

On Investors’ Minds ·

2026/08/19

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

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9:53

Can China equities carry its strong Q3 start and...

On Investors’ Minds ·

2026/08/12

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

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28:46

Navigating fixed income: Balancing a positive outlook...

On Investors’ Minds ·

2026/07/27

In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate Strategies team, to dive into why most economists and strategists have a positive outlook for the global economy through the rest of 2026, despite a growing number of risks that could turn the markets negative. Can U.S. corporates continue to deliver strong earnings growth? What could cause the price of oil to rise above $100 per barrel, and thus

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42:06

VIDEO: Recapping the June FOMC with a new Fed chair...

On Investors’ Minds ·

2026/06/18

In this 156th episode of the On Investors' Minds - APAC Edition podcast, we present a special replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's June meeting. How did new Fed chair, Kevin Warsh, leave his mark in his first meeting as the chair? What changes are expected from the Fed through the end of 2026? In addition to the FOMC recap, Tai also walks through highlights from the recently published 2026 Mid-Year Outlook, with coverage of

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8:27

Implications of U.S.-Iran agreement to reopen the...

On Investors’ Minds ·

2026/06/15

In this 155th episode of the On Investors' Minds podcast, Tai Hui gives an update on the just announced U.S.-Iran agreement to reopen the Strait of Hormuz, and the immediate market reaction of leaning risk-on. With key parties confirming a deal and a formal ceremony expected on Friday in Switzerland, momentum looks real - but still fragile, with the hardest parts, such as proving its safe, rebuilding flows, and gauging how long the peace process holds to come. Will insurers, and shipping firms

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10:13

How will markets treat an unpredictable U.S. mid-term...

On Investors’ Minds ·

2026/06/08

In this 154th episode of the On Investors' Minds podcast, Tai Hui explores the possible policy shifts resulting from the upcoming U.S. mid-term elections, and what tools are available for the Trump administration for the second half of the current presidential term. Have previous mid-term elections supported or rather slowed down that president's ability to impact policy change? What are likely outcomes for Congress and Trump's administration to pass fiscal stimulus? How will these possible

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11:47

Central Banks at the Crossroads

On Investors’ Minds ·

2026/05/07

In this 148th episode of the On Investors' Minds podcast, Tai Hui takes a closer look at central banks globally and how each are handling the growing concerns around supply chain shocks in both energy and agriculture, as well as the continued uncertainty on the ongoing U.S.-Iran conflict. What were the takeaways in the recently held (separately) U.S. Fed, European Central Bank, the Bank of England, and Bank of Japan meetings? How about smaller global and Asian central banks? What are the likely

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29:08

Can the U.S. Fed transition smoothly to a new chair,...

On Investors’ Minds ·

2026/05/04

In this 147th episode of the On Investors' Minds - APAC Edition podcast, we present a replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's April meeting. What were the biggest takeaways from the U.S. Fed's meeting, especially with this being Jerome Powell's last meeting as the chair of the Fed? What are the latest developments around the U.S.-Iran situation, and the latest rise in oil prices? What were the highlights from the Q1 U.S

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21:45

Identifying the market bright spots, despite...

On Investors’ Minds ·

2026/04/27

In this 146th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by special guest, Helge Skibeli, Portfolio Manager in the International Equity group based in New York, to take a closer look at where there is strong growth and momentum in the markets, despite not knowing how the current ongoing global conflicts turn out. Which markets are likely to see the strongest earnings growth through the rest of 2026? What areas of the ongoing AI rally are best positioned for

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33:37

Investing in AI Opportunities Across Markets: Part 2

On Investors’ Minds ·

2026/04/02

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

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22:56

VIDEO: U.S. Fed maintains interest rate amid tariff...

On Investors’ Minds ·

2026/03/19

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

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18:06

VIDEO: How to evaluate private credit risks?

On Investors’ Minds ·

2026/03/17

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

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45:45

VIDEO: U.S.-Iran conflict | Investment portfolio...

On Investors’ Minds ·

2026/03/04

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

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32:51

What's next for the AI cycle and broader market...

On Investors’ Minds ·

2026/02/12

In this 133rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest market volatility around technology stocks, driven by the continued excitement around artificial intelligence (AI). How have software-centric tech companies fared over the past few weeks? What is the outlook for AI hyperscalers? Which areas of AI are potential beneficiaries, and which are potentially more vulnerable?

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8:31

Navigating recent market volatility: A new U.S. Fed...

On Investors’ Minds ·

2026/02/05

In this 132nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui walks through two major topics dominating markets this week: 1.) the announcement of U.S. Fed chair nominee Kevin Warsh and 2.) the significant volatility around both gold and silver. How is the new Fed chair likely to influence interest rate decisions through the year end? What impact has resulted from recent increased interest from retail investors towards gold and silver? Are there any common themes tying

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16:36

Market Outlook 2026: Alternatives and overall asset...

On Investors’ Minds ·

2025/12/23

In this 127th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to complete their recap of the team's recently published Market Outlook 2026 via the last of three episodes, focusing on private markets and asset allocation. How risky has private equity become and will there be more exit opportunities for PE in the new year? Can investors gain additional exposure to AI outside of the public equity markets? What are the asset

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13:43

Market Outlook 2026 - What are the Equities and Fixed...

On Investors’ Minds ·

2025/12/18

In this 126th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Marcella Chow, Global Market Strategist, to introduce the recently published Market Outlook 2026 and provide both a quick look back at year just gone by and also share their insights on where they see opportunities for Equities and Fixed Income in the year ahead. With equities performing so well for the last 2-3 years, is there still a case for investing in equities in 2026? How has AI's global growth

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24:35

Market Outlook 2026 - Growth and risks to watch out...

On Investors’ Minds ·

2025/12/16

In this 125th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Raisah Rasid, Global Market Strategist, to introduce the recently published Market Outlook 2026 and highlight some of the headline takeaways from this year's Outlook. What will major economies such as the U.S. and China look like in 2026? How will AI impact the global growth outlook in the new year? Where are the major risks that investors should be closely monitoring? Listen now to Tai and Raisah to

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