On Investors’ Minds - APAC Edition

VIDEO: U.S. Fed maintains interest rate amid tariff and geopolitical uncertainties

In this 140th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an update on the overnight U.S. Federal Reserve decision to maintain the target range for the federal funds rate at 3.50-3.75%.  How has the recent U.S.-Iran conflict impacted the Fed's decision making?  Will higher oil prices and prolonged tariffs increase the likelihood of a global recession?  What is the U.S. economic forecast the Fed governors shared through the end of this year?  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 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--podcastEP140).

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: How to evaluate private credit risks?

In this 139th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode hosted by Marcella Chow and featuring Aaron Mulvihill, Global Market Strategist based in New York and Brian Coleman, Co-Head of Investments in the Private Credit Solutions Group.  Aaron and Brian dive into private credit, an asset class that continues to be popular with investors due to its pick-up in yield compared to traditional fixed income.  But it does not come without risk.  Their discussion will cover some of those risks in certain sectors as well as the outlook ahead for private credit and opportunities outside of direct lending.  Listen now to Marcella, Aaron, and Brian 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.

VIDEO: What investors are asking - U.S.-Iran conflict

In this 138th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode where Tai Hui is joined by Raisah Rasid and Marcella Chow to summarize the top questions the Market Insights Asia Pacific team is receiving from clients regarding the latest developments in the Middle East.  What's the latest situation that investors should be aware of?  How has the financial markets moved since the start of the U.S.-Iran conflict?  What investment portfolio adjustments could help to mitigate some of the uncertainty taking place in the market?  Listen now to Tai, Raisah, and Marcella 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--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.

VIDEO: U.S.-Iran conflict | Investment portfolio implications and what's next for markets?

In this 137th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to dive into the latest updates on the U.S. conflict with Iran, how the markets have reacted, and what investment portfolio considerations to make.  How has global trade routes and shipping prices been impacted since Iran's threat on any ships passing through the Straight of Hormuz?   Which parts of the energy market has seen the largest volatility?  How have investment portfolios performed when major market stress events have occurred?  Listen now to Tai and Kerry 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--podcastEP137).

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.

Initial market & economic implications of the U.S. conflict with Iran

In this 136th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an initial assessment of the impact post the U.S. and Israel air strikes on Iran (and its retaliatory actions) during the weekend of February 28th.  What people and leadership changes have occurred?  Has there be any impact to energy prices and the overall energy markets so far?  Which equity sectors are expected to be impacted by this weekend's developments and which sectors could experience positive momentum?  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 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--podcastEP136).  

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 now the time for Value style investing to shine?

In this 135th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Kyle Williams, Portfolio Manager within the International Equity Group, based in London, to assess how Value style investing is well placed in the current financial markets.  What exactly is Value style investing?  How has the growth of U.S. tech stocks over the past couple of years lead to the appeal of international equities?  Are there Value investment opportunities along the AI supply chain?   Listen now to Kerry and Kyle 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--podcastEP135).

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. Supreme Court rules against Trump's tariffs

In this 134th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a timely update on the U.S. Supreme Court's ruling that U.S. President Trump exceeded his authority to impose "reciprocal" tariffs globally, as well as targeted import taxes intended to address fentanyl trafficking.  How did President Trump react to the Supreme Court's decision?  Will there be refunds of the tariffs paid so far to date?  Did the financial markets experience any significant movements, up or down post the Supreme Court announcement?  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 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--podcastEP134).

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.

What's next for the AI cycle and broader market rotation?

In this 133rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest market volatility around technology stocks, driven by the continued excitement around artificial intelligence (AI).  How have software-centric tech companies fared over the past few weeks?  What is the outlook for AI hyperscalers?  Which areas of AI are potential beneficiaries, and which are potentially more vulnerable?  Listen now to Tai 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--podcastEP133).

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.