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
25episodes
Episodes
Newest firstAll episodes
What's driving the recent volatility in the global bond markets?
1w ago00:12:54Tap 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
2w ago00:10:20Tap 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
3w ago00:54:32Tap 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.
Transcribe →How will portfolios evolve with private markets, inflation, credit and innovation?
3w ago00:26:06Tap to summarizeAfter a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions. Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class. From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment. 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--podcastEP149) 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 →Central Banks at the Crossroads
4w ago00:11:47Tap to summarizeIn 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 impacts to fixed income investments? 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--podcastEP148). 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 →Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?
May 400:29:08Tap to summarizeIn 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. earnings season? 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--podcastEP147). 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 →Identifying the market bright spots, despite geo-political uncertainty
Apr 2700:21:45Tap to summarizeIn 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 positive momentum in the markets, despite not knowing how the current ongoing global conflicts will 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 continued growth? How does a seasoned investor handle extreme global events that lead to tricky equity markets? Listen now to Kerry and Helge 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--podcastEP145). 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 →Is investor optimism sustainable amid ongoing Middle East uncertainty?
Apr 2000:09:36Tap to summarizeIn this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest in the U.S.-Iran conflict, 2.) central banks' reaction, and 3.) U.S. first quarter corporate earnings. What factors helped to move U.S. markets higher in recent weeks? Where in the global economy is inflation showing up with the most impact? Will any of the major central banks look to raise interest rates in the coming months? 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--podcastEP145). 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: Assessing Middle East, AI, and other key investor topics in Q2 | Guide to the Markets - Asia
Apr 1400:46:01Tap to summarizeIn this 144th 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 Q2 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S.-Iran cease-fire negotiations, the global macro implications on oil prices, and how they will affect the markets through the rest of 2026. What are the asks from both the U.S. and Iranians in what is a very challenging and complex set of negotiations? How are major central banks globally likely to act through the rest of 2026? Which global markets 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 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--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 →Investing in AI Opportunities Across Markets: Part 2
Apr 200:33:37Tap to summarizeIn 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.
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