On Investors’ Minds

Aggressive start by the Fed but more volatilities ahead...

In this 63rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the U.S. Federal Reserve's September meeting results, where the FOMC voted to cut the policy rate by 50bps.  This is larger than expected and shows the Fed is keen to start its rate cut cycle with a bang.  How did the market react immediately following this aggressive cut?  What additional actions did the Fed include in their press release?  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 3rd 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--podcastEP63)

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 potential market impacts of the U.S. Presidential election?

In this 62nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Stephanie Aliaga, Global Market Strategist based in the U.S., to discuss likely market implications from the two U.S. presidential candidates.  What are the two candidates views on taxes and government spending?  How could each candidate's views on trade policy and tariffs impact investments in Asia?  How should investors incorporate the many different political developments into their portfolio construction?  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 3rd 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--podcastEP62)

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 should investors be positioned ahead of the Fed's first rate cut?

In this 61st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a deeper look at an increasingly likely upcoming U.S. Fed rate cut, and what adjustments to investment portfolios investors should keep an eye on.   How have equities and fixed income investments faired in previous rate cut cycles?  Does investing in cash make sense?  Where should investors allocate capital ahead of the rate cuts?  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 3rd 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--podcastEP61)

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 U.S. Fed? And the likely impact on Asian central banks' options...

In this 60th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Fed's position on monetary policy, and then discusses in detail what this means for Asian central banks in the months ahead.  Will we see the first U.S. interest rate cut in September?  Which Asian central banks are likely to also cut their interest rates before the end of the calendar year?  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 3rd 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--podcastEP60)

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: Latest private equity trends in 2024

In this 59th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig discussing with Ashmi Mehrotra, Co-head of Private Equity Group at J.P. Morgan Asset Management, the latest trends, opportunities, and risks across the private equity landscape, including the importance of the growing secondary market.  In addition to the discussion, Kerry and Ashmi also leverage charts from the Guide to Alternatives to help visualize some of the points being discussed.  Listen or watch now 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--podcastEP59)

For over 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.

VIDEO: Guide to Investing in Asia - 3 key questions

In this 58th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui leverages the recently published 3Q 2024 Guide to Investing in Asia to help address 3 key questions: i.) whether investors should still invest in Japanese equities, ii.) outlook for AI & tech related companies in Asia, and iii.) how the upcoming U.S. elections impact Asian equities.  Listen or watch now to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to Investing in Asia seeks to help investors understand the many opportunities and risks in the region through clear charts and graphs. Download the 3rd quarter 2024 Guide to Investing in Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-investing-in-asia/?utm_campaign=-en--podcastEP58)

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.

Taking stock after recent market volatilities

In this 57th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a second look at the recent significant market volatility that has taken place across multiple global markets.  The past week has reinforced why diversification is so important in riding out the occasional market turbulence, and with that behind us, how should investors prepare for the coming months ahead?  Is a U.S. economy slowdown inevitable?  How aggressive will the U.S. Fed cut rates through the end of 2024?  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 3rd 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/)

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 should investors navigate the recent market volatility in Japan and across Asia?

In this 56th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, discussing with Aisa Ogoshi, Asia Pacific Equities Portfolio Manager, and Nicholas Weindling, Japan Equities Portfolio Manager, the latest market volatility taking place globally, but very dramatically in Japan and other key Asian markets.  Kerry, Aisa, and Nicholas dive into not only the primary factors that have led to the recent market drops and subsequent recoveries, but also talk through areas of opportunity that could drive strong growth through the rest of the year.  Listen or watch 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 3rd 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--podcastEP56)

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.