Podcast
On Investors’ Minds
Hosted by JP Morgan Asset Management Market Insights · EN
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
32episodes
Episodes
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VIDEO: Checking in on a noisy year of geopolitics and financial markets with the latest Guide to the Markets - Asia
6d ago00:46:26Tap to summarizeIn this 159th 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 Q3 2026 edition of the Guide to the Markets - Asia, to walk through the key market themes including the latest on the war in the Middle East, recent developments around Artificial Intelligence, and potential central bank policy moves. How have equity markets performed in the face of both war in the Middle East and AI uncertainties? Will the U.S. market continue to outperform through the rest of 2026? What non tech areas of the investment world could see stronger performance and should be given stronger consideration in asset allocation decisions? 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 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--podcastEP144) 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.
Transcribe →Absolute return strategies & trouble in private credit?
3w ago00:24:31Tap to summarizeWith inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what's happening with broader market beta or the economy. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Bill Eigen, Head of Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today's credit cycle - including private credit. 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--podcastEP158) 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.
Transcribe →How are the latest geopolitical tensions impacting the markets?
3w ago00:28:59Tap to summarizeIn this 157th episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Kyle Hutzler, Executive Director for Asia Pacific Policy and Strategic Competitiveness within the J.P. Morgan Center for Geopolitics, to discuss the latest geopolitical developments impacting the world recently and how the financial markets have in turn reacted. What's the current status of the Middle East tensions and the impact to oil and energy prices? Is the U.S.'s relationship with China improving and leading to calmer trade policies? Listen now to Kerry and Kyle 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--podcastEP157). 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.
Transcribe →VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook
Jun 1800:42:06Tap to summarizeIn 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 the latest Middle East developments, AI's fantastic returns so far this year, and which parts of the market look to outperform between now and year end. 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 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--podcastEP156). 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.
Transcribe →Implications of U.S.-Iran agreement to reopen the Strait of Hormuz
Jun 1500:08:27Tap to summarizeIn 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 adjust back to "normal"? How is the near-term outlook for energy, inflation, and global growth? 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 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--podcastEP155). 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.
Transcribe →How will markets treat an unpredictable U.S. mid-term elections?
Jun 800:10:13Tap to summarizeIn 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 outcomes impact bonds and equities? 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 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--podcastEP154). 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.
Transcribe →Scenario planning on the Middle East conflict
Jun 200:10:45Tap to summarizeIn this 153rd episode of the On Investors' Minds podcast, Tai Hui dives into possible outcomes of the current ongoing Middle East conflict between the U.S. and Iran. Although there are plenty of complex factors to consider, three clear scenarios around the Strait of Hormuz are most probable: i.) a near term reopening (our base case), ii.) an extended closure, and iii.) a worst-case deterioration with sustained damage to energy infrastructure. How would interest rates, equities, bonds, currency, and hedges behave in each scenario? Listen now to Tai for a concise, client-ready checklist that turns geopolitics into decision points - so "cash is the only answer" doesn't become the default. 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--podcastEP153). 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.
Transcribe →What's driving the recent volatility in the global bond markets?
May 2600:12:54Tap to summarizeIn this 152nd episode of the On Investors' Minds podcast, Kerry Craig takes a closer look at what's behind the recent increased volatility in the global fixed income markets, leading to 10-year highs in U.S. government bond yields. Outside of the U.S. how are other G7 government bonds performing? How are rising global energy prices impacting the outlook for central bank interest rates? What areas of fixed income can help ride out some of the current bond volatility? Listen now to 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 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--podcastEP151). 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.
Transcribe →When oil isn't just expensive: The Hormuz blockade and the two-shock economy
May 1900:10:20Tap to summarizeIn this 151st episode of the On Investors' Minds podcast, Tai Hui takes a closer look at the global economic impact of oil being constrained for the past three months. What's the latest gap in daily world oil demand? How did the world adjust in previous cases of significant oil price increases? If oil and other energy supply is significantly disrupted for an extended period, how does that impact overall economic demand globally and what can economies do to protect their growth? 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 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--podcastEP151). 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.
Transcribe →An alternative agenda - Guide to Alternatives Q2 2026
May 1300:54:32Tap to summarizeIn this 150th episode of the On Investors' Minds podcast, we present a replay of Kerry Craig joined by James Burdis, Head of Global Strategic Relationship Client Group and Private Wealth Alternatives in Asia Pacific, discussing the latest trends in the alternatives asset space using the just released Guide to Alternatives for Q2 2026. What role does alternatives play in an investment portfolio? How many more companies does private equity have access to compared to the public equity markets? What does the most recent data around private credit show? Listen now to Kerry and James 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 better informed investment 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--podcastEP150) 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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