On Investors’ Minds - APAC Edition

Market Outlook 2026: Alternatives and overall asset allocation - what's in it for investors?

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.

Market Outlook 2026: Why stay invested in stocks and bonds?

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.

Market Outlook 2026: Growth and risks to watch out for in the year ahead

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.

Highlighting private market opportunities with the Guide to Alternatives

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.

A strong Q3 for Asia Pacific earnings: AI demand leads the way

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.

Developed market fiscal tightropes: UK & Japan

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.

Looking ahead with the 2026 Long-Term Capital Market Assumptions

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.

From art to science: Building a more resilient portfolio with alternatives

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.