On Investors’ Minds - APAC Edition

VIDEO: Navigating the current Private Equity market | Guide to Alternatives

In this 101st episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Brian Lam, Portfolio Manager from the Private Equity Group (PEG), to cover together a wide swath of the private equity market so far this year.  Has the number of private equity exit opportunities disappointed after a strong forecast for 2025?  How big is the private equity secondaries market today?  What parts of the market does the PEG team see being the most opportunistic through the rest of the year?  Watch or listen now to Brian and Kerry 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.

Celebrating 100 - What has the past taught us about today's markets?

In this 100th episode of the On Investors' Minds - APAC Edition podcast, the Market Insights team celebrates reaching 100 podcast episodes covering the global financial markets for Asia Pacific based investors.  Rather than having one or two members of the team host, for this episode the entire Market Insights team in Asia Pacific highlight their favorite podcast episode to date, and connects it with the current market today and what investors can learn from looking back at how certain asset classes have reacted in similar or diverging ways.  Listen now to hear our diverse and expansive team to get caught up to date.

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--podcastEP100).  

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.

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.