Shows / On Investors’ Minds
On Investors’ Minds
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
Episodes
- On Investors’ Minds
VIDEO: Democrats win U.S. Midterm Elections - What are the policy, economic, and market implications?
In this 181st episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Dr. David Kelly, Global Chief Strategist, recapping…
- On Investors’ Minds
VIDEO: Moments in Market History - The 1998 Collapse of Long-Term Capital Management
In this 180th episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Noble Cooper, Research…
- On Investors’ Minds
A calm U.S. Fed, a shift in focus for investors around AI and a closer look at Neoclouds
In this 179th episode of the On Investors' Minds podcast, Tai Hui recaps the overnight results from the U.S. Federal Reserve's October meeting along with…
- On Investors’ Minds
VIDEO: Moments in Market History - The 1987 Stock Market Crash
In this 178th episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Diago Mosqueira, Research…
- On Investors’ Minds
Guide to Retirement - Singapore: Turning Retirement Uncertainty into a Practical Plan
In this 177th episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Yuejue Jin, Head of Asia in the Multi-Asset Solutions group…
- On Investors’ Minds
VIDEO: Powering Through Market Volatility - Energy, Storage and Grid Resilience
In this 176th episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Ignace Nguyen, Head of APAC Sustainable Investing…
- On Investors’ Minds
Politics Meets Portfolios: How the U.S. midterm elections could shape markets
In this 175th episode of the On Investors' Minds podcast, Tai Hui recaps what is at stake in the U.S. midterm elections, how it impacts the current U.S…
- On Investors’ Minds
VIDEO: Understanding higher rates, rising inflation, and growing AI concerns using the latest Guide to the Markets - Asia
In this 174th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just…
- On Investors’ Minds
VIDEO: Moments in Market History - The 1929 Stock Market Crash
In this 173rd episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Katie Korngiebel…
- On Investors’ Minds
VISUALIZED: Building an AI-Conscious Portfolio
In this 172nd episode of the On Investors' Minds podcast, Tai Hui summarizes the recently published research on how to construct an investment portfolio around…
- On Investors’ Minds
Making the case for Singapore equities: Stability, Growth, Payout (SGP)
In this 171st episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Chang Qi Ong, Portfolio Manager in the Emerging Markets Asia…
- On Investors’ Minds
Is it time to pay more attention to Fixed Income?
In this 170th episode of the On Investors' Minds podcast, Tai Hui summarizes the potential opportunity with fixed income in the current market environment. How…
- On Investors’ Minds
VIDEO: September FOMC surprises: The U.S. Fed actually unanimously agrees on a rate increase
In this 169th episode of the On Investors' Minds - APAC Edition podcast, we present a special replay of Kerry Craig's recent client webconference immediately…
- On Investors’ Minds
VIDEO: Moments in Market History - What can we learn from key landmark events?
In this 168th episode of the On Investors' Minds podcast, Tai Hui provides an introduction for a conversation between Gabriela Santos, Chief Market Strategist…
- On Investors’ Minds
VIDEO: Highlighting trends in private markets using the latest Guide to Alternatives
In this 167th episode of the On Investors' Minds podcast, we present a special video episode of Kerry Craig and Adrian Wong, both from the Market Insights team…
- On Investors’ Minds
VIDEO: End of summer market check-in: Upside surprises, downside risks, and the road ahead
In this 166th episode of the On Investors' Minds podcast, Tai Hui and Kerry Craig get together in the studio to highlight their biggest surprises so far this…
- On Investors’ Minds
What is the opportunity for distressed debt investing in private credit?
In this 165th episode of the On Investors' Minds podcast, Raisah Rasid provides an introduction for a conversation between Aaron Mulvihill, Global Market…
- On Investors’ Minds
Can China equities carry its strong Q3 start and outperform through to the end of 2026?
In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of…
- On Investors’ Minds
Bulls or Bots? Dissecting the AI everything U.S. equity market
In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in…
- On Investors’ Minds
Navigating the nuances: Is real estate investing finally turning the corner?
In 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…
- On Investors’ Minds
Navigating fixed income: Balancing a positive outlook in a world of heightened risks
In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate…
- On Investors’ Minds
With tech stocks correcting, what's next for AI?
In 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…
- On Investors’ Minds
VIDEO: Checking in on a noisy year of geopolitics and financial markets with the latest Guide to the Markets - Asia
In 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…
- On Investors’ Minds
Absolute return strategies & trouble in private credit?
With inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together. This is driving interest in uncorrelated…
- On Investors’ Minds
How are the latest geopolitical tensions impacting the markets?
In 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…
- On Investors’ Minds
VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook
In 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…
- On Investors’ Minds
Implications of U.S.-Iran agreement to reopen the Strait of Hormuz
In 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…
- On Investors’ Minds
How will markets treat an unpredictable U.S. mid-term elections?
In 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…
- On Investors’ Minds
Scenario planning on the Middle East conflict
In 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…
- On Investors’ Minds
What's driving the recent volatility in the global bond markets?
In 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…
- On Investors’ Minds
When oil isn't just expensive: The Hormuz blockade and the two-shock economy
In 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…
- On Investors’ Minds
An alternative agenda - Guide to Alternatives Q2 2026
In 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…
- On Investors’ Minds
How will portfolios evolve with private markets, inflation, credit and innovation?
After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a…
- On Investors’ Minds
Central Banks at the Crossroads
In 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…
- On Investors’ Minds
Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?
In 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…
- On Investors’ Minds
Identifying the market bright spots, despite geo-political uncertainty
In this 146th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by special guest, Helge Skibeli, Portfolio Manager in the…
- On Investors’ Minds
Is investor optimism sustainable amid ongoing Middle East uncertainty?
In this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest…
- On Investors’ Minds
VIDEO: Assessing Middle East, AI, and other key investor topics in Q2 | Guide to the Markets - Asia
In 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…
- On Investors’ Minds
Investing in AI Opportunities Across Markets: Part 2
In 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…
- On Investors’ Minds
Investing in AI Opportunities Across Markets: Part 1
In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie…
- On Investors’ Minds
How much longer will oil prices stay elevated?
In this 141st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the impact of elevated oil and wider energy prices with…
- On Investors’ Minds
VIDEO: U.S. Fed maintains interest rate amid tariff and geopolitical uncertainties
In this 140th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an update on the overnight U.S. Federal Reserve decision to maintain…
- On Investors’ Minds
VIDEO: How to evaluate private credit risks?
In this 139th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode hosted by Marcella Chow and featuring Aaron…
- On Investors’ Minds
VIDEO: What investors are asking - U.S.-Iran conflict
In this 138th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode where Tai Hui is joined by Raisah Rasid and…
- On Investors’ Minds
VIDEO: U.S.-Iran conflict | Investment portfolio implications and what's next for markets?
In this 137th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to dive into the latest…
- On Investors’ Minds
Initial market & economic implications of the U.S. conflict with Iran
In this 136th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an initial assessment of the impact post the U.S. and Israel air…
- On Investors’ Minds
Is now the time for Value style investing to shine?
In this 135th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Kyle Williams, Portfolio Manager within the International…
- On Investors’ Minds
U.S. Supreme Court rules against Trump's tariffs
In this 134th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a timely update on the U.S. Supreme Court's ruling that U.S…
- On Investors’ Minds
What's next for the AI cycle and broader market rotation?
In this 133rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to…
- On Investors’ Minds
Navigating recent market volatility: A new U.S. Fed chair and wild swings in gold and silver
In this 132nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui walks through two major topics dominating markets this week: 1.) the…
- On Investors’ Minds
U.S. Fed shifting towards neutral
In this 131st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the January 2026 FOMC meeting that kept the federal funds rate…
- On Investors’ Minds
Could U.S. pre-election policies upset market returns?
In this 130th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the latest U.S. policies leading up to the 2026…
- On Investors’ Minds
How will global politics, AI, and central banks impact global markets? | Guide the Markets - Asia
In this 129th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just…
- On Investors’ Minds
Investors' new year resolutions for 2026?
In this 128th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui kicks off the new year like so many of us do, by taking a look at what new…
- On Investors’ Minds
Market Outlook 2026: Alternatives and overall asset allocation - what's in it for investors?
In this 127th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to complete their recap of…
- On Investors’ Minds
Market Outlook 2026: Why stay invested in stocks and bonds?
In this 126th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Marcella Chow, Global Market Strategist, to introduce the…
- On Investors’ Minds
Market Outlook 2026: Growth and risks to watch out for in the year ahead
In this 125th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Raisah Rasid, Global Market Strategist, to introduce the recently…
- On Investors’ Minds
Highlighting private market opportunities with the Guide to Alternatives
In this 124th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Aaron Mulvihill, Global Market Strategist, to dive into the…
- On Investors’ Minds
A strong Q3 for Asia Pacific earnings: AI demand leads the way
In this 123rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Adrian Wong, Global Market Strategist, to break down the Q3…
- On Investors’ Minds
Developed market fiscal tightropes: UK & Japan
In this 122nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at two of the larger developed market government fiscal…