On Investors’ Minds - APAC Edition

In this 168th episode of the On Investors' Minds podcast, Tai Hui provides an introduction for a conversation between Gabriela Santos, Chief Market Strategist, Americas and David Kelly, Chief Global Strategist, both from the Market Insights team based in New York to discuss some of the turning points that have shaped markets throughout history.  This special 6-part series examines landmark events - from the 1929 crash to the Global Financial Crisis - to illuminate the forces behind market upheavals and the lessons they offer for modern investors.  Watch or listen now to Tai, Gabriela and David 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--podcastEP168).   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.    

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 in APAC, discussing the latest trends in the alternatives asset space using the just released Guide to Alternatives for Q3 2026.  What role does alternatives play in an investment portfolio?  How many more companies does private equity have access to compared to the public equity markets?  What new slides have been introduced in the latest Guide to Alternatives?  Listen now to Kerry and Adrian to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make better informed investment 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--podcastEP150) 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.

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 year, risks that they feel investors need to keep a close eye on, and their outlook through to the end of 2026.  How will AI continue to impact the markets given its strong influence on the positive performance so far this year?  How has the recent rise in bond yields affected the outlook for expected central bank actions?  What actions can investors take to help prepare their investment portfolio in case of increased market volatility?  Listen or watch now to Tai and Kerry 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--podcastEP167).   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. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 165th episode of the On Investors' Minds podcast, Raisah Rasid provides an introduction for a conversation between Aaron Mulvihill, Global Market Strategist, and Brad Demong, Co-Chief Investment Officer of the Global Special Situations Group, both based in New York to take a deeper look at why private credit has been in the market spotlight recently.  What is distressed lending?  Has the pricing dislocations for private credit from earlier this year reversed?  How is the current private credit landscape being viewed by distressed and special situations investors?  Listen now to Raisah, Aaron and Brad 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--podcastEP165).   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.    

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 global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations.  How has the Chinese economy performed recently and what does the latest economic data show?  What are the policy directions coming out of Beijing after the recent July politburo meeting?  What are the short, medium and long term outlook for China equities and more specifically where are there opportunities that investors should look closer at?  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--podcastEP164).   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.

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 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.    

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 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.    

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 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.

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 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.

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 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.

With 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.

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 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.

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 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.

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 Client Group and Private Wealth Alternatives in Asia Pacific, discussing the latest trends in the alternatives asset space using the just released Guide to Alternatives for Q2 2026.  What role does alternatives play in an investment portfolio?  How many more companies does private equity have access to compared to the public equity markets?  What does the most recent data around private credit show?  Listen now to Kerry and James to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make better informed investment 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--podcastEP150) 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.

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions.  Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class.  From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment. 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--podcastEP149) 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.

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 around supply chain shocks in both energy and agriculture, as well as the continued uncertainty on the ongoing U.S.-Iran conflict.  What were the takeaways in the recently held (separately) U.S. Fed, European Central Bank, the Bank of England, and Bank of Japan meetings?  How about smaller global and Asian central banks?  What are the likely impacts to fixed income investments?  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--podcastEP148).   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.

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 completion of the U.S. Federal Reserve's April meeting.  What were the biggest takeaways from the U.S. Fed's meeting, especially with this being Jerome Powell's last meeting as the chair of the Fed?  What are the latest developments around the U.S.-Iran situation, and the latest rise in oil prices?  What were the highlights from the Q1 U.S. earnings season?  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--podcastEP147).   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.

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 International Equity Group based in New York, to take a closer look at where there is strong growth and positive momentum in the markets, despite not knowing how the current ongoing global conflicts will turn out.  Which markets are likely to see the strongest earnings growth through the rest of 2026?  What areas of the ongoing AI rally are best positioned for continued growth?  How does a seasoned investor handle extreme global events that lead to tricky equity markets?  Listen now to Kerry and Helge 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--podcastEP145).   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.

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 in the U.S.-Iran conflict, 2.) central banks' reaction, and 3.) U.S. first quarter corporate earnings.  What factors helped to move U.S. markets higher in recent weeks?  Where in the global economy is inflation showing up with the most impact?  Will any of the major central banks look to raise interest rates in the coming months?  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--podcastEP145).   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.

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 released Q2 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S.-Iran cease-fire negotiations, the global macro implications on oil prices, and how they will affect the markets through the rest of 2026.  What are the asks from both the U.S. and Iranians in what is a very challenging and complex set of negotiations?  How are major central banks globally likely to act through the rest of 2026?  Which global markets 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 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--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.

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 based in New York, for a timely exploration of Artificial Intelligence's impact on markets and the pathways to resilient, forward-looking portfolios.  AI is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership.  As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever.  Listen now to Tai, Meera, and Stephanie 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--podcastEP143).   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.

In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both based in New York, to dive into how AI is reshaping opportunities and risks beyond the public market headlines. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.  Listen now to Tai, Aaron, and Stephanie 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 1st 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--podcastEP142).   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.

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 the U.S.-Iran conflict now entering its 4th week.  How significant has the damage to energy production infrastructure in the gulf region been since the start of the conflict?  What is the latest impact from ships not being able to travel through the Strait of Hormuz?  With higher energy prices leading to higher inflation globally, will central banks start to hike their interest rates sooner than previously forecasted?  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 1st 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--podcastEP141).   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.

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 the target range for the federal funds rate at 3.50-3.75%.  How has the recent U.S.-Iran conflict impacted the Fed's decision making?  Will higher oil prices and prolonged tariffs increase the likelihood of a global recession?  What is the U.S. economic forecast the Fed governors shared through the end of this year?  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 1st 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--podcastEP140). 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.

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 Mulvihill, Global Market Strategist based in New York and Brian Coleman, Co-Head of Investments in the Private Credit Solutions Group.  Aaron and Brian dive into private credit, an asset class that continues to be popular with investors due to its pick-up in yield compared to traditional fixed income.  But it does not come without risk.  Their discussion will cover some of those risks in certain sectors as well as the outlook ahead for private credit and opportunities outside of direct lending.  Listen now to Marcella, Aaron, and Brian to get up to date and find out what this all means for investors. 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--podcastEP124) 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.

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 Marcella Chow to summarize the top questions the Market Insights Asia Pacific team is receiving from clients regarding the latest developments in the Middle East.  What's the latest situation that investors should be aware of?  How has the financial markets moved since the start of the U.S.-Iran conflict?  What investment portfolio adjustments could help to mitigate some of the uncertainty taking place in the market?  Listen now to Tai, Raisah, and Marcella 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 1st 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--podcastEP122). 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.

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 updates on the U.S. conflict with Iran, how the markets have reacted, and what investment portfolio considerations to make.  How has global trade routes and shipping prices been impacted since Iran's threat on any ships passing through the Straight of Hormuz?   Which parts of the energy market has seen the largest volatility?  How have investment portfolios performed when major market stress events have occurred?  Listen now to Tai and Kerry 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 1st 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--podcastEP137). 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.

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 strikes on Iran (and its retaliatory actions) during the weekend of February 28th.  What people and leadership changes have occurred?  Has there be any impact to energy prices and the overall energy markets so far?  Which equity sectors are expected to be impacted by this weekend's developments and which sectors could experience positive momentum?  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 1st 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--podcastEP136).   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.

In this 135th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Kyle Williams, Portfolio Manager within the International Equity Group, based in London, to assess how Value style investing is well placed in the current financial markets.  What exactly is Value style investing?  How has the growth of U.S. tech stocks over the past couple of years lead to the appeal of international equities?  Are there Value investment opportunities along the AI supply chain?   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 1st 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--podcastEP135). 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.

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. President Trump exceeded his authority to impose "reciprocal" tariffs globally, as well as targeted import taxes intended to address fentanyl trafficking.  How did President Trump react to the Supreme Court's decision?  Will there be refunds of the tariffs paid so far to date?  Did the financial markets experience any significant movements, up or down post the Supreme Court announcement?  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 1st 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--podcastEP134). 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.

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 dive into the latest market volatility around technology stocks, driven by the continued excitement around artificial intelligence (AI).  How have software-centric tech companies fared over the past few weeks?  What is the outlook for AI hyperscalers?  Which areas of AI are potential beneficiaries, and which are potentially more vulnerable?  Listen now to Tai and Stephanie 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 1st 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--podcastEP133). 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.

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 announcement of U.S. Fed chair nominee Kevin Warsh and 2.) the significant volatility around both gold and silver.  How is the new Fed chair likely to influence interest rate decisions through the year end?  What impact has resulted from recent increased interest from retail investors towards gold and silver?  Are there any common themes tying together the U.S. Fed and precious metals?  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 1st 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--podcastEP122). 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.

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 unchanged at 3.50-3.75%.  What did Chair Powell say about future potential rate cuts?  Did any other Fed board members vote differently?  How did the market react to the Fed keeping the rate unchanged?   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 1st 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--podcastEP122). 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.

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 mid-term elections.  From concerns by American consumers regarding affordability and cost of living, to suggestions by the U.S. President to limit credit card interest rates, through to possible additional tariffs, there are a number of policies under consideration that could impact the financial markets.  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 1st 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--podcastEP122). 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.

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 released Q1 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S., Asia, and Europe and how they will affect the markets in 2026.  How many more rate cuts are expected by major central banks in 2026?  Can AI investments continue to lift Asian financial markets into 2026?  Will Chinese consumers increase their depressed spending and help lead to economic growth for this new year?  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 1st 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--podcastEP129) 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.

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 year resolutions investors should consider when it comes to portfolio management.  How much further can U.S. tech companies continue to grow?  Which Asian markets will see the biggest AI-related gains?   What benefits can income generation bring to an investor's 2026 portfolio?  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 1st 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--podcastEP122). 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.

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 the team's recently published Market Outlook 2026 via the last of three episodes, focusing on private markets and asset allocation.  How risky has private equity become and will there be more exit opportunities for PE in the new year?  Can investors gain additional exposure to AI outside of the public equity markets?   What are the asset classes, either public or private, that are likely to perform well in 2026?  Listen now to Tai and Kerry to get up to date and find out what this all means for investors. The J.P. Morgan Market Outlook 2026 outlines for investors to be disciplined in the new year as early growth fades and market volatility rises.  Investors will be prudent if they can focus on risk management, diversification, and income generation to help navigate shifting conditions and deliver resilient portfolio performance.  Download the Market Outlook 2026 from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/market-outlook-2026/?utm_campaign=-en--podcastEP125) 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.

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 recently published Market Outlook 2026 and provide both a quick look back at year just gone by and also share their insights on where they see opportunities for Equities and Fixed Income in the year ahead.  With equities performing so well for the last 2-3 years, is there still a case for investing in equities in 2026?  How has AI's global growth impacted Asian markets?  What actions are likely from the U.S. Fed in the new year, and how will it affect interest rates across treasuries, bonds, and other fixed income areas? Listen now to Tai and Marcella to get up to date and find out what this all means for investors. The J.P. Morgan Market Outlook 2026 outlines for investors to be disciplined in the new year as early growth fades and market volatility rises.  Investors will be prudent if they can focus on risk management, diversification, and income generation to help navigate shifting conditions and deliver resilient portfolio performance.  Download the Market Outlook 2026 from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/market-outlook-2026/?utm_campaign=-en--podcastEP125) 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.

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 published Market Outlook 2026 and highlight some of the headline takeaways from this year's Outlook.  What will major economies such as the U.S. and China look like in 2026?  How will AI impact the global growth outlook in the new year?  Where are the major risks that investors should be closely monitoring? Listen now to Tai and Raisah to get up to date and find out what this all means for investors. The J.P. Morgan Market Outlook 2026 outlines for investors to be disciplined in the new year as early growth fades and market volatility rises.  Investors will be prudent if they can focus on risk management, diversification, and income generation to help navigate shifting conditions and deliver resilient portfolio performance.  Download the Market Outlook 2026 from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/market-outlook-2026/?utm_campaign=-en--podcastEP125) 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.

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 world of alternative assets through the just released Guide to Alternatives for Q4 2025.  What are the private market opportunities surrounding the rise of Artificial Intelligence (AI)?  What diversification advantages are present when investing in alternatives?  How has the recent pickup in IPO activity affected the private equity market?  Listen now to Kerry and Aaron to get up to date and find out what this all means for investors. 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--podcastEP124) 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.

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 earnings for Asia Pacific corporates.  Has the Artificial Intelligence (AI) growth story been too focused on U.S. based companies, and not enough on those based in APAC?  Which specific APAC markets are benefiting the most from AI's growth over the past year?  What are the recent APAC fiscal policy shifts that have contributed to the positive earnings results?  Listen now to Tai and Adrian 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 4th quarter 2025 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--podcastEP123). 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.

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 budgets, in the UK and Japan.  Investors need to be disciplined in their approach to asset allocation, but more importantly, governments need to be disciplined as well in their budget setting.  What are the UK government's options to close the 2026 budget gap?  How is Japan's new leadership dealing with its already high debt burden?  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 4th quarter 2025 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--podcastEP122). 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.

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 publication that focuses on the long-term, 10 to 15 years of return projections for a broad range of assets, including equities, fixed income, and alternative asset classes.  What are the major themes impacting financial markets that the authors of the LTCMA see playing out in 2026?  Which asset classes are likely to perform better over the next year?  What risks should be closely monitored?  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 4th quarter 2025 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--podcastEP119). 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.

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 Solutions, to take a closer look at best practices when incorporating alternative into actively managed portfolios. What exactly is multi-alts?  How accessible are alternative investments to today's investors?  What's been the biggest development when considering alternatives when constructing an investment portfolio?  Listen now to Tai and Pulkit to get up to date and find out what this all means for investors. 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/). 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.

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 Jerome Powell confirmed the largely expected 25 basis point cut in the benchmark interest rate.  What comments did the Fed share regarding the current and potential future state of the U.S. economy?  Are there further rate cuts expected through the end of 2025?  How is the current U.S. government shutdown impacting the Fed's rate cut decision?  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 4th quarter 2025 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--podcastEP119). 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.

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, where the focus was in setting the 15th Five-Year Plan (FYP) for the period covering 2026-2030.  What are the top priorities set forth by the Chinese government?  How can investors best position their portfolios to complement China's top priorities?  What are the potential risks that need to be kept on focus?  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 4th quarter 2025 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--podcastEP118). 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.

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 dive into the latest AI developments around circular deals where AI model developers, hyperscalers, and chip companies are investing into each other.  How similar is this latest AI development to what took place during the 2001 dot com bubble?  Does the current market demand for AI justify the recent large investments in AI infrastructure?  What are the revenue levels being generated from AI services?  Listen now to Tai and Stephanie 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 4th quarter 2025 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--podcastEP117).   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.

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 what role it can serve within an investor's portfolio.  How has lower interest rates globally impacted the attractiveness of gold as an investment?  How have central bank actions impacted gold prices?  What's the outlook for gold when compared to equities or fixed income?  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 4th quarter 2025 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--podcastEP116).   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.

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 Teh, Global Strategic Relationships Client Advisor, summarizing the global markets going into the last quarter of 2025 using the just released Guide to the Markets - Asia for the 4th Quarter 2025.  After a strong first 9 months of 2025, what are the top questions from investors heading into 2026?  How impactful will the current U.S. government shutdown be on both the U.S. economy and overall financial markets?  What is the outlook for China's economy and could there be any upcoming government stimulus to help improve business profitability?  Listen or watch now to Grace, Kerry, and Tai 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 4th quarter 2025 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--podcastEP115) 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.

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 Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, to take a closer look at the strong 2025 year Asian markets have had so far.  Which specific markets have performed the strongest and what has been their underlying drivers?  How has the U.S. dollar weakness this year impacted Asian markets?  Which sectors are best placed to continue the growth for Asia?  Listen now to Tai and Mark 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 2025 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--podcastEP114).   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.