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Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong
Episodes
Monday Feb 05, 2024
Monday Feb 05, 2024
In this 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U.S. Federal Reserve's January FOMC meeting results, the likelihood of a U.S. recession, and the increasingly hot topic of the upcoming 2024 U.S. presidential election. 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
In this 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates. How quickly did interest rates get cut? How did the financial markets perform as a result? 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Thursday Jan 18, 2024
Thursday Jan 18, 2024
In this 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a closer look at the areas of strengths and the areas of concerns that investors should focus on. Could there be some bright spots for equity investors? 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Monday Jan 15, 2024
Monday Jan 15, 2024
In this 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the Markets - Asia launch web conference. Tai Hui is joined by James Burdis, Head of Global Strategic Relationships, Asia Pacific to address key topics including: i) gauging the risk of recession in the U.S. and Europe, ii) the pace of Asia and China recovery, iii) fixed income allocation following the drop in government bond yields in 4Q 2023, and iv) Asian equity opportunities - is it time for a new game plan? 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 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Thursday Jan 04, 2024
Thursday Jan 04, 2024
In this 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year. Tai summarizes a number of concerns including when the U.S. Fed will start cutting rates, where inflation trends are pointing towards, and how long the current S&P 500 winning run can continue for. 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 2024 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Thursday Dec 14, 2023
Thursday Dec 14, 2023
In this 27th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the Federal Open Markets Committee (FOMC) statement from the just completed final meeting of the year. Tai shines a light on why the markets cheered with strong increases in both the S&P 500 and the NASDAQ, with both increases largely coming after the release of the FOMC statement. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
In this 26th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury yield, and the potential next moves by the U.S. Federal Reserve, the European Central Bank, and other central banks. 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 2023 Guide to the Markets Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/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.
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
在本集音頻內，摩根資產管理市場洞察團隊將為您解析2024年的投資機會與資產配置相關意涵。儘管2024 年的經濟環境可能會更具挑戰性，不論是美國能否避免衰退、聯準會是否考慮降息，以及中國經濟走向和地緣政治等均值得進一步留意然而，我們認為透過股債均衡多元化資產配置可以幫助投資者掌握趨勢之外，並管理市場波動參與中長線投資機會。
For the English version, please download episodes "24. What are the macroeconomic opportunities and challenges in 2024?" and "25. Investment opportunities in 2024 ... What can go wrong?" or visit the J.P. Morgan Asset Management website to find out more.