On Investors’ Minds - APAC Edition

2025 Mid-Year Outlook - Things are looking TUF

In this 98th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the just published Mid-Year Outlook, which is highlighted by 3 key themes: T: Trade policy, U: Unintended consequences, and F: Fiscal discipline, or shortened to TUF.  Will U.S. exceptionalism continue through to the rest of 2025?  What's the outlook difference between U.S. equities with that of International equities through to the end of the year?  How can investors balance portfolio diversification with income generation?  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 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--podcastEP98).  Click here to read the full 2025 Mid-Year Outlook (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/mid-year-outlook-2025/)

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.

VIDEO: From Europe to Asia: Trends in alternative investments

Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios.  With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes.  In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management.  Together they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road.

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.

Going global on equity allocation

In this 96th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui assesses the complexities of investing in global equities in a world where recent tariff announcements are significantly shifting market dynamics.  Can the European markets continue its recent positive growth?  What are the tail winds helping Japanese companies outperform?  How is AI impacting the China tech sector performance?  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 2nd 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--podcastEP96)

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.

U.S. Wrap Up: Rising bond yields, a ratings downgrade, and a much critiqued budget bill

In this 95th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit, Global Market Strategist based in New York, to take a closer look at the extremely busy and much discussed recent developments out of the U.S. From what is and is not included in the latest budget bill working its way through the U.S. government, to this week's Moody's ratings downgrade of U.S. long-term issuer and senior unsecured ratings, get caught up to date as Meera and Tai help summarize and highlight where and what investors should pay attention to.

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 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP95)

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.

U.S. and China strike a deal! What's next?

In this 94th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a closer look at the recent agreement struck between the U.S. and China to pull back from previous escalations in tit-for-tat increases in import tariff rates that have taken over headlines since early April.  What are the now lower tariff rates for both China and U.S. imports?   How will this agreement impact ongoing negotiations between the U.S. and other countries that have yet to reach a deal?  How did the markets react and what are the potential bright spots for investors in the coming months?  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 2nd 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--podcastEP94)

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.

VIDEO: Is the U.S. Fed ready to cut interest rates?

In this 93rd episode of the On Investors' Minds - APAC Edition podcast, we share a special video replay of Tai Hui reacting to the latest Federal Open Market Committee (FOMC) meeting and the statement released at its conclusion.  In this video episode, Tai provides background on what contributed to the U.S. Fed leaving the Federal funds rate unchanged for a third consecutive meeting.  How has the fixed income world reacted and what trends are likely to follow?  What opportunities exist in Asian equities?  Are there other ways to strengthen an investment portfolio during these uncertain times?  Listen or watch now to 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 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--podcastEP93)

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.

Is USD's dominance being challenged?

In this 92nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the latest downward movement of the U.S. dollar, even though U.S. bond yields are rising, which traditionally has lead to a stronger dollar.  How much has recently announced tariffs impacted the U.S. dollar value?  Is the U.S. dollar importance declining around the world?  Will the U.S. dollar recover from the 10% drop since the start of 2025?  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 2nd 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--podcastEP92)

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.

Potential response from China on the latest tariff tensions

In this 91st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui catches us up on the latest economic data on the Chinese economy and what impact is likely from the recent tariff tensions.  What areas of the Chinese economy are performing well?  Which areas will likely need stimulus from the central government in order to hit the country's growth target for 2025?  How will the Chinese yuan and U.S. dollar trend in the coming months?  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 2nd 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--podcastEP91)

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.