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
36episodes
Episodes
Newest firstAll episodes
Bulls or Bots? Dissecting the AI everything U.S. equity market
5d ago00:28:33Tap to summarizeIn this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year. How has the market reacted to the Q2 earnings released so far? What's the impact of the hyperscalers' current level of escalated capital expenditures? Where and how is AI being used by investment teams to improve returns for investors? Listen now to Kerry and Fiona 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 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--podcastEP163). 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 →Navigating the nuances: Is real estate investing finally turning the corner?
1w ago00:19:45Tap to summarizeIn this 162nd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Chad Tredway, Global Head of Real Estate at J.P. Morgan Asset Management, to walk through the latest developments around core real estate, specifically as it begins to show signs of kicking off a new growth cycle for the asset class. Compared against past real estate downturns, how is today's real estate pricing relative to that of previous cycles? How does the current higher inflation rates impact the performance of real estate? What real estate opportunities are there in the ongoing growth of the AI and tech sector? Listen now to Kerry and Chad 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 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--podcastEP162). 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 →Navigating fixed income: Balancing a positive outlook in a world of heightened risks
2w ago00:28:46Tap to summarizeIn 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 bring up the cost of energy? Although the AI growth story has come down from its meteoric rise earlier in the year, how can its now revised growth continue to impact a broader set of beneficiaries? Listen now to Kerry and Arjun 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 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--podcastEP161). 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 →With tech stocks correcting, what's next for AI?
3w ago00:07:49Tap to summarizeIn this 160th episode of the On Investors' Minds podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be focused on during this current market volatility. Who are the biggest customers and adopters of artificial intelligence (AI), and will their current high spend on AI change? What are the global economic factors to keep in mind through the second half of 2026? 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 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--podcastEP160). 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: Checking in on a noisy year of geopolitics and financial markets with the latest Guide to the Markets - Asia
4w 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?
Jun 3000:24:31Tap 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?
Jun 2600:28:59Tap 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.
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