On Investors’ Minds

In this 82nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui sheds a bit of light on the recent market rally by Chinese equities since the start of the year.  How impactful was the recent release of the Deepseek AI model on the market outperformance?  What was the reaction to President Trump's tariffs against China?   Is the Chinese economy performing better so far in 2025 when...

In this 81st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Tomomi Shimada, Head of Sustainable Investing Client Solutions for Asia Pacific, to discuss the importance of sustainable investing for investors, and the latest areas of focus that clients have been asking about, such as AI, help in scouting future growth opportunities, and food security.  Why do clients...

In this 80th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui welcomes everyone back from the Lunar New Year break, and takes a closer look at the recent market volatility that has stemmed from recent tariff tensions, new AI engines, and the U.S. Fed taking a pause.  Listen now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the Markets...

In this 79th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of our Market Insights strategists based in the U.S. diving into the first couple days of the new Trump administration.  Led by Dr. David Kelly - Chief Global Strategist, and joined by Gabriella Santos - Chief Market Strategist for the Americas, and Brandon Hall - Research Anal...

In this 78th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at why government bond yields in several developed economies have reached their highest levels since mid-2024.  What are the underlying drivers of this latest movement in European and U.S. bonds?  Are there more rate cuts expected in 2025?  How will political changes impact how central bank policies...

In this 77th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui sheds light on the investment topics that are capturing attention as we step into 2025 and the potential disruptors that could redefine them.  Whether it's the resilience of U.S. equities, the challenges facing China, or the preference for short-duration fixed income, understand the factors influencing the markets. Lis...

In this 76th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the market reactions from the overnight U.S. Fed rate cut.  Why did the U.S. equity markets react so negatively?  What is the Fed's expected growth for the U.S. economy in the new year?  How many more rate cuts will there be in 2025?  Listen now to get up to date and find out what this all means...

In this 75th episode of the On Investors' Minds - APAC Edition podcast, Jennifer Qiu and Kerry Craig are joined by special guest Gary Leung, Head of Alternatives (APAC Client), to discuss the latest the impact of recent election results on alternative asset classes.  Will stronger growth and deregulation outweigh concerns around U.S. deb sustainability and higher tariffs?  How can Alternatives hel...

In this 74th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to discuss the potential impact of tariffs on both the U.S. and Chinese economies.  During the first Trump administration back in 2017, how were tariffs applied and what was the impact to the financial markets?  What kinds of tariffs have been mentioned so far, and w...

In this 73rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights 5 possible investment risk scenarios from the 2025 global market outlook.  Could inflation start to rise again?  How will a change in government in the U.S. impact fiscal discipline?  Will border conflicts around the world impact commodity supply chains and shipping routes?  Listen now to get up to date and...

In this 72nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights key investment themes from the 2025 global market outlook.  With inflation easing and central banks adjusting policies, Tai summarizes how these dynamics shape investment strategies for the year ahead.  Listen now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the...

In this 71st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Meera Pandit, Global Market Strategist based in New York, to discuss what's to come with the incoming Trump administration, and the various mentioned tax cuts during the presidential election campaign.  What could tax cuts mean for U.S. companies' earnings and the equity markets?  Listen now...

In this 70th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent U.S. dollar (USD) appreciation and the different political, policy, and economic factors that has caused it to get so strong.  What's the near term direction for the USD?  What's been the impact to bonds?  What's the investment case for Asian equities amid a strong USD?  Listen now to...

In this 69th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to provide an immediate reaction on the initial results from the U.S. presidential election along with the equally critical house and senate races.  What does the election mean for the U.S. and global econo...

In this 68th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at why bond yields have increased after the U.S. Fed cut the policy rate by 50 basis points.  Is the U.S. economy slowing down as previously expected?  Will the U.S. presidential election have an impact on what direction bond yields will go from here?  How many more rate cuts will there be in the ne...

In this 67th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Gabriela Santos, Chief Market Strategist for the Americas based in New York, to discuss what's happening in the U.S., and what's on U.S. investors' minds.  Is the often mentioned soft landing for the U.S. economy actually materializing? Are investments in AI still able to continue its recent...

In this 66th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Dr. David Kelly, our Chief Global Strategist based in New York, to preview the final stretch of 2024, when a combination of politics and policies in the U.S. take center stage.  The Federal Reserve (Fed) has finally started its rate cut cycle, and the key question now i...

In this 65th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent China market rally that has seen the CSI 300 index surge by 25% and similarly large gains in H-shares and the MSCI China index.  What were the government policy changes that helped to start the rally?  How did previous rallies in the past few years perform over time?  What factors will...

[For the English version of this episode, please listen to the earlier released episode titled, "Aggressive start by the Fed but more volatilities ahead..."] 聯準會於9月的會議宣佈降息 50 個基點。儘管市場較早已消化了大幅降息 50 個基點的可能性，但本次會議的關鍵是確定未來幾個月的政策利率路徑。最新發布的經濟預測摘要對於衡量聯邦公開市場委員會成員對經濟和政策利率前景的變化至關重要，反映出他們的重點從對...

In this 64th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the announcement by China’s central bank (PBOC), securities regulator (CSRC) and financial regulator (NFRA) on a series of policies to boost the housing market, economy and the stock market.  Will this help to turn around the recent Chinese economic slowdown?  Will housing prices stop its downward movement? ...

In this 63rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the U.S. Federal Reserve's September meeting results, where the FOMC voted to cut the policy rate by 50bps.  This is larger than expected and shows the Fed is keen to start its rate cut cycle with a bang.  How did the market react immediately following this aggressive cut?  What additional actions did the Fe...

In this 62nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Stephanie Aliaga, Global Market Strategist based in the U.S., to discuss likely market implications from the two U.S. presidential candidates.  What are the two candidates views on taxes and government spending?  How could each candidate's views on trade policy and tariffs impact investments...

In this 61st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a deeper look at an increasingly likely upcoming U.S. Fed rate cut, and what adjustments to investment portfolios investors should keep an eye on.   How have equities and fixed income investments faired in previous rate cut cycles?  Does investing in cash make sense?  Where should investors allocate capital ahead...

In this 60th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Fed's position on monetary policy, and then discusses in detail what this means for Asian central banks in the months ahead.  Will we see the first U.S. interest rate cut in September?  Which Asian central banks are likely to also cut their interest rates before the end of the calendar year?  Listen now...

In this 59th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig discussing with Ashmi Mehrotra, Co-head of Private Equity Group at J.P. Morgan Asset Management, the latest trends, opportunities, and risks across the private equity landscape, including the importance of the growing secondary market.  In addition to the discussion, Ke...