On Investors’ Minds

2025 Bond Markets: A closer look at Europe and U.S.

In this 78th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at why government bond yields in several developed economies have reached their highest levels since mid-2024.  What are the underlying drivers of this latest movement in European and U.S. bonds?  Are there more rate cuts expected in 2025?  How will political changes impact how central bank policies?  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 1st 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--podcastEP78)

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.

Challenging the 2025 market consensus

In this 77th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui sheds light on the investment topics that are capturing attention as we step into 2025 and the potential disruptors that could redefine them.  Whether it's the resilience of U.S. equities, the challenges facing China, or the preference for short-duration fixed income, understand the factors influencing the markets. 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 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--podcastEP77)

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.

Rate Cuts and Market Reactions: What the December Fed moves mean for investors

In this 76th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the market reactions from the overnight U.S. Fed rate cut.  Why did the U.S. equity markets react so negatively?  What is the Fed's expected growth for the U.S. economy in the new year?  How many more rate cuts will there be in 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 4th quarter 2024 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--podcastEP76)

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: Guide to Alternatives - How policy twists and market volatility are impacting real estate, infrastructure, and private credit

In this 75th episode of the On Investors' Minds - APAC Edition podcast, Jennifer Qiu and Kerry Craig are joined by special guest Gary Leung, Head of Alternatives (APAC Client), to discuss the latest the impact of recent election results on alternative asset classes.  Will stronger growth and deregulation outweigh concerns around U.S. deb sustainability and higher tariffs?  How can Alternatives help navigate investors through these upcoming policies?  Listen now to Jennifer, Kerry, and Gary leverage the recently updated Guide to Alternatives for their discussion 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/hk/en/asset-management/per/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.

How impactful are tariffs to the U.S. and Chinese economies?

In this 74th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to discuss the potential impact of tariffs on both the U.S. and Chinese economies.  During the first Trump administration back in 2017, how were tariffs applied and what was the impact to the financial markets?  What kinds of tariffs have been mentioned so far, and what's likely to happen in reciprocal trade policies in 2025, after the new administration is sworn in?  How will other countries besides the U.S. and China be impacted?  Listen now to Tai and Jennifer's discussion 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 2024 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--podcastEP74)

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 5 possible investment risks in 2025

In this 73rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights 5 possible investment risk scenarios from the 2025 global market outlook.  Could inflation start to rise again?  How will a change in government in the U.S. impact fiscal discipline?  Will border conflicts around the world impact commodity supply chains and shipping routes?  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 4th quarter 2024 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--podcastEP73)

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 are the key investment themes for 2025?

In this 72nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights key investment themes from the 2025 global market outlook.  With inflation easing and central banks adjusting policies, Tai summarizes how these dynamics shape investment strategies for the year ahead.  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 4th quarter 2024 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--podcastEP72)

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.

Navigating tax changes: What Trump's policies mean for investors

In this 71st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Meera Pandit, Global Market Strategist based in New York, to discuss what's to come with the incoming Trump administration, and the various mentioned tax cuts during the presidential election campaign.  What could tax cuts mean for U.S. companies' earnings and the equity markets?  Listen now to Tai and Meera's discussion 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 2024 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--podcastEP71)

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.