On Investors’ Minds
By JP Morgan Asset Management Market Insights
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Episodes: 100
Description
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
| Episode | Date |
|---|---|
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What's driving the recent volatility in the global bond markets?
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May 26, 2026 |
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When oil isn't just expensive: The Hormuz blockade and the two-shock economy
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May 19, 2026 |
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An alternative agenda - Guide to Alternatives Q2 2026
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May 13, 2026 |
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How will portfolios evolve with private markets, inflation, credit and innovation?
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May 11, 2026 |
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Central Banks at the Crossroads
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May 07, 2026 |
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Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?
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May 04, 2026 |
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Identifying the market bright spots, despite geo-political uncertainty
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Apr 27, 2026 |
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Is investor optimism sustainable amid ongoing Middle East uncertainty?
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Apr 20, 2026 |
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VIDEO: Assessing Middle East, AI, and other key investor topics in Q2 | Guide to the Markets - Asia
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Apr 14, 2026 |
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Investing in AI Opportunities Across Markets: Part 2
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Apr 02, 2026 |
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Investing in AI Opportunities Across Markets: Part 1
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Mar 27, 2026 |
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How much longer will oil prices stay elevated?
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Mar 24, 2026 |
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VIDEO: U.S. Fed maintains interest rate amid tariff and geopolitical uncertainties
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Mar 19, 2026 |
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VIDEO: How to evaluate private credit risks?
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Mar 17, 2026 |
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VIDEO: What investors are asking - U.S.-Iran conflict
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Mar 12, 2026 |
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VIDEO: U.S.-Iran conflict | Investment portfolio implications and what's next for markets?
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Mar 04, 2026 |
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Initial market & economic implications of the U.S. conflict with Iran
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Mar 02, 2026 |
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Is now the time for Value style investing to shine?
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Feb 26, 2026 |
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U.S. Supreme Court rules against Trump's tariffs
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Feb 23, 2026 |
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What's next for the AI cycle and broader market rotation?
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Feb 12, 2026 |
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Navigating recent market volatility: A new U.S. Fed chair and wild swings in gold and silver
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Feb 05, 2026 |
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U.S. Fed shifting towards neutral
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Jan 29, 2026 |
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Could U.S. pre-election policies upset market returns?
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Jan 20, 2026 |
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How will global politics, AI, and central banks impact global markets? | Guide the Markets - Asia
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Jan 15, 2026 |
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Investors' new year resolutions for 2026?
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Jan 06, 2026 |
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Market Outlook 2026: Alternatives and overall asset allocation - what's in it for investors?
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Dec 23, 2025 |
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Market Outlook 2026: Why stay invested in stocks and bonds?
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Dec 18, 2025 |
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Market Outlook 2026: Growth and risks to watch out for in the year ahead
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Dec 16, 2025 |
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Highlighting private market opportunities with the Guide to Alternatives
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Dec 11, 2025 |
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A strong Q3 for Asia Pacific earnings: AI demand leads the way
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Dec 05, 2025 |
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Developed market fiscal tightropes: UK & Japan
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Nov 25, 2025 |
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Looking ahead with the 2026 Long-Term Capital Market Assumptions
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Nov 18, 2025 |
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From art to science: Building a more resilient portfolio with alternatives
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Nov 06, 2025 |
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U.S. Fed makes a second consecutive rate cut ... will they cut rates again in December?
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Oct 31, 2025 |
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Summarizing China's top priorities from their latest 5-year plan
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Oct 28, 2025 |
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Do circular AI deals warn of a bubble?
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Oct 24, 2025 |
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After rallying impressively, what role can gold play in an investor's portfolio?
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Oct 14, 2025 |
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VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
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Oct 08, 2025 |
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Asia markets are on a tear in 2025. What are the keys for the rally to continue?
|
Sep 29, 2025 |
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VIDEO: The U.S. Fed cuts 25bps as expected, what's next?
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Sep 18, 2025 |
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China's export resilience: remaining optimistic despite global trade challenges
|
Sep 15, 2025 |
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Identifying key ETF growth trends in the U.S. and Asia
|
Sep 09, 2025 |
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India's economy continues to impress
|
Sep 04, 2025 |
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Checking in on Asian corporate earnings, tariffs impact, and riding the AI wave
|
Aug 29, 2025 |
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Exploring fixed income investing ahead of a possible Fed cut
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Aug 21, 2025 |
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Recent market hot-topics: U.S. Fed rate cut. China fiscal policy support. 50% tariff on India.
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Aug 13, 2025 |
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What's next for tariffs after passing the latest Liberation Day deadline?
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Aug 08, 2025 |
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How will the financial markets be affected if President Trump replaces Fed Chair Powell?
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Jul 30, 2025 |
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Decoding China's economic resilience through T.E.A. - Opportunities in Chinese equities
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Jul 24, 2025 |
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VIDEO: Using the latest Guide to the Markets to reflect on a busy second half of the year
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Jul 14, 2025 |
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How will the One Big Beautiful Bill act impact the U.S. economy?
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Jul 10, 2025 |
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VIDEO: Navigating the current Private Equity market | Guide to Alternatives
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Jul 04, 2025 |
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Celebrating 100 - What has the past taught us about today's markets?
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Jun 26, 2025 |
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2025 Mid-Year Outlook - Things are looking TUF
|
Jun 12, 2025 |
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VIDEO: From Europe to Asia: Trends in alternative investments
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Jun 09, 2025 |
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Going global on equity allocation
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May 27, 2025 |
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U.S. Wrap Up: Rising bond yields, a ratings downgrade, and a much critiqued budget bill
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May 23, 2025 |
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U.S. and China strike a deal! What's next?
|
May 13, 2025 |
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VIDEO: Is the U.S. Fed ready to cut interest rates?
|
May 09, 2025 |
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Is USD's dominance being challenged?
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Apr 29, 2025 |
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Potential response from China on the latest tariff tensions
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Apr 22, 2025 |
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What have we learned since President Trump's Liberation Day?
|
Apr 16, 2025 |
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VIDEO: Understanding tariffs and market volatility using the new Guide to the Markets - Asia (Q2 2025)
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Apr 09, 2025 |
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What should investors do following the U.S. tariff announcement?
|
Apr 03, 2025 |
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U.S. Tech and what's next after all the volatility
|
Mar 25, 2025 |
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Can European equities make your portfolio better?
|
Mar 13, 2025 |
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Are uncertainties in U.S. government policies leading to the overnight market drop?
|
Mar 11, 2025 |
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What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
|
Mar 05, 2025 |
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How do transportation assets generate income for investors?
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Mar 03, 2025 |
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A new lease of life for Chinese equities?
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Feb 18, 2025 |
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The Essentials of Sustainable Investing
|
Feb 10, 2025 |
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Volatile markets after Lunar New Year: Tariffs, AI and the Fed
|
Feb 04, 2025 |
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VIDEO: The new Trump administration and what investors need to focus on
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Jan 27, 2025 |
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2025 Bond Markets: A closer look at Europe and U.S.
|
Jan 20, 2025 |
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Challenging the 2025 market consensus
|
Jan 07, 2025 |
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Rate Cuts and Market Reactions: What the December Fed moves mean for investors
|
Dec 19, 2024 |
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VIDEO: Guide to Alternatives - How policy twists and market volatility are impacting real estate, infrastructure, and private credit
|
Dec 13, 2024 |
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How impactful are tariffs to the U.S. and Chinese economies?
|
Dec 09, 2024 |
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Highlighting 5 possible investment risks in 2025
|
Nov 28, 2024 |
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What are the key investment themes for 2025?
|
Nov 26, 2024 |
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Navigating tax changes: What Trump's policies mean for investors
|
Nov 22, 2024 |
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Is the recent market rally sustainable with a strong U.S. Dollar?
|
Nov 13, 2024 |
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VIDEO: U.S. Presidential Election Update - What's the impact on investors?
|
Nov 07, 2024 |
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Fed lowers interest rate, but bond yields increase? Why and what's next?
|
Oct 29, 2024 |
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Across the Pacific - What's on U.S. investors' minds?
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Oct 23, 2024 |
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VIDEO: Deep dive into the U.S. elections and market trends with the 4th Quarter 2024 Guide to the Markets - Asia
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Oct 10, 2024 |
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A closer look at the Chinese market rally ... can it continue?
|
Oct 02, 2024 |
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[Chinese version] 影片：聯準會九月份利率決策會議：讓寬鬆政策開始嗎?
|
Sep 26, 2024 |
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Will China's coordinated policies boost the economy?
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Sep 24, 2024 |
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Aggressive start by the Fed but more volatilities ahead...
|
Sep 19, 2024 |
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What are the potential market impacts of the U.S. Presidential election?
|
Sep 16, 2024 |
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How should investors be positioned ahead of the Fed's first rate cut?
|
Sep 04, 2024 |
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What's next for the U.S. Fed? And the likely impact on Asian central banks' options...
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Aug 27, 2024 |
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VIDEO: Latest private equity trends in 2024
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Aug 22, 2024 |
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VIDEO: Guide to Investing in Asia - 3 key questions
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Aug 20, 2024 |
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Taking stock after recent market volatilities
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Aug 13, 2024 |
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VIDEO: How should investors navigate the recent market volatility in Japan and across Asia?
|
Aug 08, 2024 |
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U.S. and Japan market moves are causing some summer blues...
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Aug 05, 2024 |
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VIDEO: U.S. interest rate cuts are coming... when?
|
Aug 01, 2024 |
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VIDEO: Investment implications of President Biden's withdrawal
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Jul 23, 2024 |