On Investors’ Minds - APAC Edition

7. Raising the U.S. debt ceiling: Simplifying for an investor’s perspective (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In this 7th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker David Kelly, Chief Global Strategist, to break down the increasing investor interest in the U.S. debt ceiling.  There's a lot at stake if the U.S. debt ceiling does not get raised.  Listen to Tai and David dive into the politics and economics involved, so that you can better navigate your next investment decisions.

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 JP Morgan Asset Management website.

6. Playing devil’s advocate (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In this 6th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023.  Along with why these preferred areas have positive outlooks in the medium term, Tai also plays devil's advocate and identifies risks of each area that an investor should pay close attention to.

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 JP Morgan Asset Management website.

5. What have we learned so far from the recent banking stress? (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In this 5th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters, including i.) the positives now that the market and banks have stabilized, ii.) the threat of recession (negatives), and iii.) where we see better returns.

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 JP Morgan Asset Management website.

4. What is the investment opportunity in China? (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into what to watch out for when investing in China, quickly summarized into three important topics: i) what's currently happening in the Chinese economy, ii) what are some of the long-term growth drivers, and iii) have we already missed the rally in Chinese equities?

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 JP Morgan Asset Management website.

3. Silicon Valley Bank rescue and investment implications (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly, Global Chief Market Strategist, provides his insights and thoughts on the developing situation that has led to the shutting down of both Silicon Valley Bank and Signature Bank and the involvement of the U.S. Fed and Treasury departments. Dr. Kelly dissects what has happened so far (as of March 13, 2023), what this means for the U.S. economy, Fed considerations / monetary policy and investment implications.

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 on On Investors' Minds - APAC Edition.  For more analysis on the financial markets, visit the JP Morgan Asset Management website.

2. Growing income to fight inflation (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation. 

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 JP Morgan Asset Management website. 

This content is intended for information only, based on assumptions in current market conditions and are subject to change. No warranty of accuracy is given. This content does not contain sufficient information to support investment decisions. It is not to be construed as research, legal, regulatory, tax, accounting or investment advice. Investments involve risks. Investors should seek professional advice or make an independent evaluation before investing.

The value of investments and the income from them may fluctuate, including loss of capital. Past performance and yield are not indicative of current or future results. Forecasts and estimates may or may not come to pass. JP Morgan asset management is the asset management business of JP Morgan Chase and company and its affiliates worldwide.

1. China’s reopening, US Fed rate decisions, and why cash is less of a friend in 2023 (archived)

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team

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In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes since the end of 2022: i) China's reopening and potential impact on investing, ii) Divergence between the markets' view and the US Fed's view on the economy and iii) Why cash is less of a friend in 2023.

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 JP Morgan Asset Management website.