In this 33rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights three market risks that investors should keep an eye on, including i.) the timing and pace of U.S. Fed rate cuts, ii.) supply chain disruptions in the Red Sea, and iii.) U.S. regional banking sector stress. Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/) 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.

In this 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U.S. Federal Reserve's January FOMC meeting results, the likelihood of a U.S. recession, and the increasingly hot topic of the upcoming 2024 U.S. presidential election. Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/) 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.

In this 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates.  How quickly did interest rates get cut?  How did the financial markets perform as a result?  Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/) 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.

In this 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a closer look at the areas of strengths and the areas of concerns that investors should focus on.  Could there be some bright spots for equity investors?  Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/) 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.

In this 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the Markets - Asia launch web conference. Tai Hui is joined by James Burdis, Head of Global Strategic Relationships, Asia Pacific to address key topics including: i) gauging the risk of recession in the U.S. and Europe, ii) the pace of Asia and China recovery, iii) fixed income allocation following the drop in government bond yields in 4Q 2023, and iv) Asian equity opportunities - is it time for a new game plan? Listen now 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/) 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.

In this 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year.  Tai summarizes a number of concerns including when the U.S. Fed will start cutting rates, where inflation trends are pointing towards, and how long the current S&P 500 winning run can continue for.  Listen now 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 2024 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 27th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the Federal Open Markets Committee (FOMC) statement from the just completed final meeting of the year.  Tai shines a light on why the markets cheered with strong increases in both the S&P 500 and the NASDAQ, with both increases largely coming after the release of the FOMC statement.  Listen now 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 26th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury yield, and the potential next moves by the U.S. Federal Reserve, the European Central Bank, and other central banks.  Listen now 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

在本集音頻內，摩根資產管理市場洞察團隊將為您解析2024年的投資機會與資產配置相關意涵。儘管2024 年的經濟環境可能會更具挑戰性，不論是美國能否避免衰退、聯準會是否考慮降息，以及中國經濟走向和地緣政治等均值得進一步留意然而，我們認為透過股債均衡多元化資產配置可以幫助投資者掌握趨勢之外，並管理市場波動參與中長線投資機會。 現在就點擊收聽環球市場策略師的最新看法 For the English version, please download episodes "24. What are the macroeconomic opportunities and challenges in 2024?" and "25. Investment opportunities in 2024 ... What can go wrong?" or visit the J.P. Morgan Asset Management website to find out more. 

In this 25th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights some of the investment opportunities in 2024 from the recently published Year Ahead 2024 investment outlook.  And of course along with those opportunities, the risks that investors need to ensure they keep an eye on in 2024.  Listen now to get up to date and find out what this all means for investors trying to get off to a strong start in the new year ahead. Read more on the Year Ahead 2024 from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/year-ahead/). 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. 

In this 24th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the three most impactful macro areas for the upcoming 2024 year, i.) U.S. chances of recession, ii.) China's recovery, and iii.) the 2024 U.S. Presidential election.  Listen now to get up to date and find out what this all means for investors trying to get off to a strong start in the new year ahead. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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. 

In this 23rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui and guest host Gabriella Santos, Head of Market Insights - Americas, discuss just how strong is the current U.S. economy and what risks could trip up the current positive moment and possibly lead to a slowdown in the U.S. economy. In addition Tai and Gabriella also summarize the latest with i.) the U.S. Presidential election next year, ii.) increased U.S. investor interest in certain China sectors, India, Japan and iii.) income opportunities in Latin America. Listen now 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 22nd episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the overnight decision by the U.S. Federal Reserve's (Fed) November FOMC meeting to keep the existing interest rate the same. The message from the Fed is clear, they're looking for validation that both a downward shift in economic activity is coming and also the labor market is returning to balance after a larger jump in the September job numbers. Listen now 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 21st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores the investment opportunities in Asian equities, including diving into the macroeconomic environment and some of the market specific issues relating to Asian equities. Tai also highlights three key takeaways for investors to consider when adjusting their portfolio allocations. Listen now 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 20th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the latest Chinese economic data released over the past week, and whether there is improvement in the underlying economy. Tai also highlights three key takeaway for investors to consider when adjusting their portfolio allocations. Listen now 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, tends and statistics through clear charts and graphs. Download the 4th quarter Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/adv/insights/market-insights/guide-to-the-markets/). 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. 

In this 19th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the key points from the 4th quarter Guide to the Markets Asia, including highlighting the spike in yields in the past few weeks on the back of a hawkish U.S. Federal Reserve. Listen now 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 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/adv/insights/market-insights/guide-to-the-markets/). 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.

在本集音頻內，摩根資產管理市場洞察團隊，針對聯準會9月利率決策會議的決議和聲明，為您分析三大投資意涵。儘管聯準會暫停升息，但鷹派聲明意味著高利率可能維持更長一段期間，加以油價反彈催化通膨預期，美國政府關門隱憂及歐亞經濟放緩皆增添短期消息面震盪，不排除使得金融市場波動再起，從當天的美股主要指數下跌可見一斑。現在就點擊收聽策略師的最新看法。 For the English version, please download episode "18. Higher for longer by the U.S. Fed" or visit the J.P. Morgan Asset Management website to find out more.

In this 18th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the September U.S. Federal Open Market Committee (FOMC) meeting that just wrapped a few hours earlier today.  Overall, the Fed continues with a slight hawkish bias and keeping the option open for another hike before the end of the year, which had the market reacting negatively.  Markets were down immediately following the Fed's meeting conclusion.  Listen now 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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 17th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the current impact of i.) sluggish sales in residential properties on Chinese banks, ii.) a slowing Chinese economy on global inflation, and iii.) where investing opportunities exist once the Chinese economy begins to recover.  Listen now 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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 16th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the i.) July Chinese economic data recently released, ii.) overall slowing growth momentum and iii.) more challenges facing specific property developers and investment funds.  Listen now to get up to date and find out what this all means for investors and what monetary easing actions can help boost the economy. 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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 15th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the ongoing resilience of the U.S. economy despite the aggressive interest rate hiking by the U.S. Federal Reserve since the start of 2022, and how this has led to the resulting strong interest in high-yield corporate debt.  Listen now to get up to date and find out what this all means for investors in the region and how to allocate assets. 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 Guide to the Markets from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/). 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.

In this 14th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, provides a timely update on initial takeaways from the latest U.S. Fed rate increase, what has changed since the last rate decision by the U.S. Fed, and whether there will be any rate cuts expected later in 2023. Also follow along as Kerry summarizes the outlook for the equity and bond markets, U.S. recession likelihood, and overall asset allocation considerations on the back of this latest rate move. 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.

In this 13th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, is joined by special guest speaker, Jonathan Liang, Head of Investment Specialists, GFICC, to check back in on whether the global economy is still heading down the path of a recession.  What are the growth, inflation and other factors that an investor needs to be aware of and account for?  Listen in to Kerry and Jonathan's discussion to get up to date with the market's latest. 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.

In this 12th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia (published this past week). The key points include i.) the economic outlook of key economies, especially the U.S. and China, ii.) what are central banks options given that inflation is taking longer than expected to return to target, and iii.) what does this all mean for investors in the region and how to allocate assets. 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 Guide to the Markets from the J.P. Morgan website (http://am.jpmorgan.com).  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.

In this 11th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Gary Leung, Head of Alternatives, Asia Pacific Clients, to take a closer look at the world of alternative assets. Alternatives is quite a broad term covering a range of financial assets, from real estate to infrastructure, to hedge funds, private equities, and private credit.  Listen to Tai and Gary discuss the opportunities and challenges for alternative assets. 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 JP Morgan Asset Management webiste.

In this 10th episode of the On Investors' Minds - APAC Edition podcast, we present a special episode with Tai Hui giving an update on the U.S. Federal Reserve' decision from just a few hours earlier (June 15th Asia morning) to maintain the current interest rate at 5.00-5.25% amid signs of a slowing U.S. economy.  Find out how the market reacted and a summary of the most impactful things to keep an eye on in the coming days, weeks and months ahead. 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 JP Morgan Asset Management website. 

In this 9th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Alexander Treves, Asia Pacific Head of Investment Specialists for the Emerging Markets and Asia Pacific Equities team, to take a closer look at the Japanese investment opportunity.  Listen to Tai and Alex discuss the economic, structural, and technical factors impacting Japanese equities and how they might complement your investment portfolio. 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 JP Morgan Asset Management website.

In this 8th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui updates the latest across three main areas including: i) the US Fed's steady interest rate increases as well as some of the other market impacting central banks in Europe and Asia Pacific, ii) recap of 1Q corporate earnings in the U.S. and Asia, iii) and China's gradual economic recovery.  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 JP Morgan Asset Management website. 

In this 7th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker David Kelly, Chief Global Strategist, to break down the increasing investor interest in the U.S. debt ceiling.  There's a lot at stake if the U.S. debt ceiling does not get raised.  Listen to Tai and David dive into the politics and economics involved, so that you can better navigate your next investment decisions. 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 JP Morgan Asset Management website.

In this 6th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023.  Along with why these preferred areas have positive outlooks in the medium term, Tai also plays devil's advocate and identifies risks of each area that an investor should pay close attention to. 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 JP Morgan Asset Management website.

In this 5th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters, including i.) the positives now that the market and banks have stabilized, ii.) the threat of recession (negatives), and iii.) where we see better returns. 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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into what to watch out for when investing in China, quickly summarized into three important topics: i) what's currently happening in the Chinese economy, ii) what are some of the long-term growth drivers, and iii) have we already missed the rally in Chinese equities? 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 JP Morgan Asset Management website.

In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly, Global Chief Market Strategist, provides his insights and thoughts on the developing situation that has led to the shutting down of both Silicon Valley Bank and Signature Bank and the involvement of the U.S. Fed and Treasury departments. Dr. Kelly dissects what has happened so far (as of March 13, 2023), what this means for the U.S. economy, Fed considerations / monetary policy and investment implications. 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 on On Investors' Minds - APAC Edition.  For more analysis on the financial markets, visit the JP Morgan Asset Management website.

On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation.  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 JP Morgan Asset Management website.  This content is intended for information only, based on assumptions in current market conditions and are subject to change. No warranty of accuracy is given. This content does not contain sufficient information to support investment decisions. It is not to be construed as research, legal, regulatory, tax, accounting or investment advice. Investments involve risks. Investors should seek professional advice or make an independent evaluation before investing. The value of investments and the income from them may fluctuate, including loss of capital. Past performance and yield are not indicative of current or future results. Forecasts and estimates may or may not come to pass. JP Morgan asset management is the asset management business of JP Morgan Chase and company and its affiliates worldwide.

In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes since the end of 2022: i) China's reopening and potential impact on investing, ii) Divergence between the markets' view and the US Fed's view on the economy and iii) Why cash is less of a friend in 2023. 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 JP Morgan Asset Management website.