On Investors’ Minds - APAC Edition

How will portfolios evolve with private markets, inflation, credit and innovation?

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions.  Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class.  From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment.

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--podcastEP149)

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.

Central Banks at the Crossroads

In this 148th episode of the On Investors' Minds podcast, Tai Hui takes a closer look at central banks globally and how each are handling the growing concerns around supply chain shocks in both energy and agriculture, as well as the continued uncertainty on the ongoing U.S.-Iran conflict.  What were the takeaways in the recently held (separately) U.S. Fed, European Central Bank, the Bank of England, and Bank of Japan meetings?  How about smaller global and Asian central banks?  What are the likely impacts to fixed income investments?  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 2026 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--podcastEP148).  

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.

Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?

In this 147th episode of the On Investors' Minds - APAC Edition podcast, we present a replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's April meeting.  What were the biggest takeaways from the U.S. Fed's meeting, especially with this being Jerome Powell's last meeting as the chair of the Fed?  What are the latest developments around the U.S.-Iran situation, and the latest rise in oil prices?  What were the highlights from the Q1 U.S. earnings season?  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 2026 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--podcastEP147).  

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.

Identifying the market bright spots, despite geo-political uncertainty

In this 146th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by special guest, Helge Skibeli, Portfolio Manager in the International Equity Group based in New York, to take a closer look at where there is strong growth and positive momentum in the markets, despite not knowing how the current ongoing global conflicts will turn out.  Which markets are likely to see the strongest earnings growth through the rest of 2026?  What areas of the ongoing AI rally are best positioned for continued growth?  How does a seasoned investor handle extreme global events that lead to tricky equity markets?  Listen now to Kerry and Helge 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 2026 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--podcastEP145).  

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 investor optimism sustainable amid ongoing Middle East uncertainty?

In this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest in the U.S.-Iran conflict, 2.) central banks' reaction, and 3.) U.S. first quarter corporate earnings.  What factors helped to move U.S. markets higher in recent weeks?  Where in the global economy is inflation showing up with the most impact?  Will any of the major central banks look to raise interest rates in the coming months?  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 2026 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--podcastEP145).  

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: Assessing Middle East, AI, and other key investor topics in Q2 | Guide to the Markets - Asia

In this 144th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q2 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S.-Iran cease-fire negotiations, the global macro implications on oil prices, and how they will affect the markets through the rest of 2026.  What are the asks from both the U.S. and Iranians in what is a very challenging and complex set of negotiations?  How are major central banks globally likely to act through the rest of 2026?  Which global markets could see stronger performance and should be given stronger consideration in asset allocation decisions?  Listen or watch now to Tai and Kerry summarize all the latest market developments using the Guide to the Markets - Asia 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 2026 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--podcastEP144)

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.

Investing in AI Opportunities Across Markets: Part 2

In this 143rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit and Stephanie Aliaga, both Global Market Strategists based in New York, for a timely exploration of Artificial Intelligence's impact on markets and the pathways to resilient, forward-looking portfolios.  AI is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership.  As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever.  Listen now to Tai, Meera, and Stephanie 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 2026 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--podcastEP143).  

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.

Investing in AI Opportunities Across Markets: Part 1

In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both based in New York, to dive into how AI is reshaping opportunities and risks beyond the public market headlines. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.  Listen now to Tai, Aaron, and Stephanie 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 2026 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--podcastEP142).  

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.