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
Looking ahead with the 2026 Long-Term Capital Market Assumptions
In this 121st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the 2026 Long-Term Capital Market Assumptions (LTCMA), an annual…
- On Investors’ Minds
From art to science: Building a more resilient portfolio with alternatives
In this 120th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Pulkit Sharma, Head of Alternatives Investment Strategy and…
- On Investors’ Minds
U.S. Fed makes a second consecutive rate cut ... will they cut rates again in December?
In this 119th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig recaps the outcome from the October U.S. FOMC meeting where Fed Chair…
- On Investors’ Minds
Summarizing China's top priorities from their latest 5-year plan
In this 118th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recently wrapped up 4th Plenum of the Chinese Communist Party…
- On Investors’ Minds
Do circular AI deals warn of a bubble?
In this 117th 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
After rallying impressively, what role can gold play in an investor's portfolio?
In this 116th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent strong performance of gold, up over 50% in 2025 alone, and…
- On Investors’ Minds
VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
In this 115th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig being joined by Grace…
- On Investors’ Minds
Asia markets are on a tear in 2025. What are the keys for the rally to continue?
In this 114th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Mark Davids, Senior Portfolio Manager and Co-Head of the Asia…
- On Investors’ Minds
VIDEO: The U.S. Fed cuts 25bps as expected, what's next?
In this 113th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui summarizing the overnight U.S. Federal…
- On Investors’ Minds
China's export resilience: remaining optimistic despite global trade challenges
In this 112th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to take a closer look at…
- On Investors’ Minds
Identifying key ETF growth trends in the U.S. and Asia
In this 111th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jon Maier, Global Chief ETF Strategist, to understand the latest…
- On Investors’ Minds
India's economy continues to impress
In this 110th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at strong growth of the Indian economy, its robust fiscal…
- On Investors’ Minds
Checking in on Asian corporate earnings, tariffs impact, and riding the AI wave
In this 109th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Adrian Wong, Global Market Strategist, to check in on the second…
- On Investors’ Minds
Exploring fixed income investing ahead of a possible Fed cut
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…
- On Investors’ Minds
Recent market hot-topics: U.S. Fed rate cut. China fiscal policy support. 50% tariff on India.
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…
- On Investors’ Minds
What's next for tariffs after passing the latest Liberation Day deadline?
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…
- On Investors’ Minds
How will the financial markets be affected if President Trump replaces Fed Chair Powell?
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…
- On Investors’ Minds
Decoding China's economic resilience through T.E.A. - Opportunities in Chinese equities
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…
- On Investors’ Minds
VIDEO: Using the latest Guide to the Markets to reflect on a busy second half of the year
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…
- On Investors’ Minds
How will the One Big Beautiful Bill act impact the U.S. economy?
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…
- On Investors’ Minds
VIDEO: Navigating the current Private Equity market | Guide to Alternatives
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…
- On Investors’ Minds
Celebrating 100 - What has the past taught us about today's markets?
In this 100th episode of the On Investors' Minds - APAC Edition podcast, the Market Insights team celebrates reaching 100 podcast episodes covering the global…
- On Investors’ Minds
2025 Mid-Year Outlook - Things are looking TUF
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…
- On Investors’ Minds
VIDEO: From Europe to Asia: Trends in alternative investments
Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the…
- On Investors’ Minds
Going global on equity allocation
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…
- On Investors’ Minds
U.S. Wrap Up: Rising bond yields, a ratings downgrade, and a much critiqued budget bill
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…
- On Investors’ Minds
U.S. and China strike a deal! What's next?
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…
- On Investors’ Minds
VIDEO: Is the U.S. Fed ready to cut interest rates?
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…
- On Investors’ Minds
Is USD's dominance being challenged?
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…
- On Investors’ Minds
Potential response from China on the latest tariff tensions
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…
- On Investors’ Minds
What have we learned since President Trump's Liberation Day?
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…
- On Investors’ Minds
VIDEO: Understanding tariffs and market volatility using the new Guide to the Markets - Asia (Q2 2025)
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…
- On Investors’ Minds
What should investors do following the U.S. tariff announcement?
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…
- On Investors’ Minds
U.S. Tech and what's next after all the volatility
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…
- On Investors’ Minds
Can European equities make your portfolio better?
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…
- On Investors’ Minds
Are uncertainties in U.S. government policies leading to the overnight market drop?
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…
- On Investors’ Minds
What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
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…
- On Investors’ Minds
How do transportation assets generate income for investors?
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…
- On Investors’ Minds
A new lease of life for Chinese equities?
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…
- On Investors’ Minds
The Essentials of Sustainable Investing
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…
- On Investors’ Minds
Volatile markets after Lunar New Year: Tariffs, AI and the Fed
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…
- On Investors’ Minds
VIDEO: The new Trump administration and what investors need to focus on
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…
- On Investors’ Minds
2025 Bond Markets: A closer look at Europe and U.S.
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…
- On Investors’ Minds
Challenging the 2025 market consensus
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…
- On Investors’ Minds
Rate Cuts and Market Reactions: What the December Fed moves mean for investors
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…
- On Investors’ Minds
VIDEO: Guide to Alternatives - How policy twists and market volatility are impacting real estate, infrastructure, and private credit
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…
- On Investors’ Minds
How impactful are tariffs to the U.S. and Chinese economies?
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…
- On Investors’ Minds
Highlighting 5 possible investment risks in 2025
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…
- On Investors’ Minds
What are the key investment themes for 2025?
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…
- On Investors’ Minds
Navigating tax changes: What Trump's policies mean for investors
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…
- On Investors’ Minds
Is the recent market rally sustainable with a strong U.S. Dollar?
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…
- On Investors’ Minds
VIDEO: U.S. Presidential Election Update - What's the impact on investors?
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…
- On Investors’ Minds
Fed lowers interest rate, but bond yields increase? Why and what's next?
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…
- On Investors’ Minds
Across the Pacific - What's on U.S. investors' minds?
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…
- On Investors’ Minds
VIDEO: Deep dive into the U.S. elections and market trends with the 4th Quarter 2024 Guide to the Markets - Asia
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…
- On Investors’ Minds
A closer look at the Chinese market rally ... can it continue?
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…
- On Investors’ Minds
[Chinese version] 影片：聯準會九月份利率決策會議：讓寬鬆政策開始嗎?
[For the English version of this episode, please listen to the earlier released episode titled, "Aggressive start by the Fed but more volatilities ahead..."]…
- On Investors’ Minds
Will China's coordinated policies boost the economy?
In this 64th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the announcement by China’s central bank (PBOC), securities…
- On Investors’ Minds
Aggressive start by the Fed but more volatilities ahead...
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…
- On Investors’ Minds
What are the potential market impacts of the U.S. Presidential election?
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…