On Investors’ Minds

In this 108th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the world of fixed income and explores why it remains a critical part of investors' asset allocation.  With the U.S. Fed likely to cut rates in the coming months, what areas of fixed income has the most upside?  How will Asia high-yield debt hold up if multiple central banks cut their respective rates?  Wil...

In this 107th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the most discussed economic developments taking place at the moment; i.) U.S. Fed, ii.) China fiscal and monetary policy, and the iii.) increase of tariffs on India to 50%.  With the recent jobs and inflation numbers, how likely is it for the Fed to cut interest rates at the next FOMC meeting?  ...

In this 106th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Raisah Rasid, Global Market Strategist, to summarize the latest developments around the "Liberation Day" tariffs previously announced by U.S. President Trump and the subsequent delaying of the higher tariff rates until this past week.  Which countries are now being threatened with higher tariff rates over...

In this 105th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent interactions between U.S. President Trump, and U.S. Federal Reserve Chairman, Jerome Powell, and the friction between the two.  How important is it for the U.S. Fed to be independent of political influence?  What would likely be changes to the Fed if Powell were to step down as Fed Ch...

In this 104th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest host - Marcella Chow, Global Market Strategist - to take a closer look at the Chinese and Hong Kong equities outperformance in 2025.  Despite a number of economic and tariff-related challenges, the MSCI China index is up 21.5% year-to-date, and the Hang Seng (HK) index has reached its highest point...

In this 103rd episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of Tai Hui and Grace Teh, Global Strategic Relationships Client Advisor, using the recently published Guide to the Markets - Asia (Q3 2025 edition) to better understand the impact latest U.S. government budget that just passed, the latest tariff developments, and the potential...

In this 102nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to dive into details on the very controversial, but eventually passed One Big Beautiful Bill act (OBBBA) in the U.S.  Who are the winners and losers of the now passed bill?  What does the bill mean for the overall U.S. economy, taking into account the timing on some...

In this 101st episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Brian Lam, Portfolio Manager from the Private Equity Group (PEG), to cover together a wide swath of the private equity market so far this year.  Has the number of private equity exit opportunities disappointed after a strong forecast for 2025?  How big is the private equity secondaries market today?  ...

In this 100th episode of the On Investors' Minds - APAC Edition podcast, the Market Insights team celebrates reaching 100 podcast episodes covering the global financial markets for Asia Pacific based investors.  Rather than having one or two members of the team host, for this episode the entire Market Insights team in Asia Pacific highlight their favorite podcast episode to date, and connects it w...

In this 98th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the just published Mid-Year Outlook, which is highlighted by 3 key themes: T: Trade policy, U: Unintended consequences, and F: Fiscal discipline, or shortened to TUF.  Will U.S. exceptionalism continue through to the rest of 2025?  What's the outlook difference between U.S. equities with that of International eq...

Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios.  With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and curren...

In this 96th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui assesses the complexities of investing in global equities in a world where recent tariff announcements are significantly shifting market dynamics.  Can the European markets continue its recent positive growth?  What are the tail winds helping Japanese companies outperform?  How is AI impacting the China tech sector per...

In this 95th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit, Global Market Strategist based in New York, to take a closer look at the extremely busy and much discussed recent developments out of the U.S. From what is and is not included in the latest budget bill working its way through the U.S. government, to this week's Moody's ratings downgrade of U....

In this 94th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a closer look at the recent agreement struck between the U.S. and China to pull back from previous escalations in tit-for-tat increases in import tariff rates that have taken over headlines since early April.  What are the now lower tariff rates for both China and U.S. imports?   How will this agreement impact...

In this 93rd episode of the On Investors' Minds - APAC Edition podcast, we share a special video replay of Tai Hui reacting to the latest Federal Open Market Committee (FOMC) meeting and the statement released at its conclusion.  In this video episode, Tai provides background on what contributed to the U.S. Fed leaving the Federal funds rate unchanged for a third consecutive meeting.  How has the...

In this 92nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the latest downward movement of the U.S. dollar, even though U.S. bond yields are rising, which traditionally has lead to a stronger dollar.  How much has recently announced tariffs impacted the U.S. dollar value?  Is the U.S. dollar importance declining around the world?  Will the U.S. dollar recover from t...

In this 91st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui catches us up on the latest economic data on the Chinese economy and what impact is likely from the recent tariff tensions.  What areas of the Chinese economy are performing well?  Which areas will likely need stimulus from the central government in order to hit the country's growth target for 2025?  How will the Chine...

In this 90th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the past 2 weeks since U.S. President Trump's market impacting Liberation Day on April 2nd.  There have been tariff postponements, rising tensions with multiple trading partners, and stock markets feeling like a roller coaster ride since the start of April.  What's been the impact on the U.S. economy?  Will...

In this 89th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of Kerry Craig using the recently published Guide to the Markets - Asia (Q2 2025 edition) to better understand the impact of the latest tariff developments and how the markets have reacted.  Which charts best visualize the current state of the U.S. economy?   How has European m...

In this 88th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the overnight announcement of new tariffs by President Trump for imports into the U.S. across a large swath of countries globally.  What are the tariff amounts being applied and to which countries?  How has the market reacted since the announcement?  With so much uncertainty facing businesses, which investme...

In this 87th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Joseph Wilson, portfolio manager and research analyst covering the technology sector with the U.S. Equity Group, to take a closer look at the recent performance of the U.S. tech sector amidst a lot of recent market volatility.  What are the risks and opportunities that investors should be mindful of in the...

In this 86th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Regina Liu, Head of Investment Specialist team in Asia for the International Equities Group, to take a closer look at the significant outperformance by European equities over U.S. equities since the start of 2025.  What recent global events have created this favorable environment for European companies?  H...

In this 85th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the large overnight market drop in the U.S. (March 11th, 2025), and highlights some of the underlying reasons leading to the negative investor sentiment.  How are businesses adjusting to the latest tariff developments and cutbacks on U.S. government spending?  What were the market bright spots when many comp...

In this 84th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Chief Global Strategist, to shed light on what's causing the latest U.S. financial markets volatility.  Which U.S. government policies have impacted the markets the most?  How confident are American businesses in navigating the recent changes in tariffs?  Can the U.S. economy traverse thro...

In this 83rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Anurag Aggarwal, Head Portfolio Manager for the Global Transportation Group at J.P. Morgan, to take a deeper look at the world of investing in the transportation world.  Ships, planes, trains, and electric buses?  What are the assets worth considering when talking about transportation investing?  How is in...