On Investors’ Minds

18. Higher for longer by the U.S. Fed (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This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.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  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment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

----------------------------------------

In this 18th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the September U.S. Federal Open Market Committee (FOMC) meeting that just wrapped a few hours earlier today.  Overall, the Fed continues with a slight hawkish bias and keeping the option open for another hike before the end of the year, which had the market reacting negatively.  Markets were down immediately following the Fed's meeting conclusion.  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 Guide to the Markets 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.

17. How can China’s property market recover from current concerns? (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This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.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  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment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

----------------------------------------

In this 17th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the current impact of i.) sluggish sales in residential properties on Chinese banks, ii.) a slowing Chinese economy on global inflation, and iii.) where investing opportunities exist once the Chinese economy begins to recover.  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 Guide to the Markets 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.

16. Weaker Chinese economic data and what policy options can help boost the economy (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

----------------------------------------

In this 16th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the i.) July Chinese economic data recently released, ii.) overall slowing growth momentum and iii.) more challenges facing specific property developers and investment funds.  Listen now to get up to date and find out what this all means for investors and what monetary easing actions can help boost the economy.

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 Guide to the Markets 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.

15. A resilient U.S. economy and how it impacts high-yield income generation (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

----------------------------------------

In this 15th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the ongoing resilience of the U.S. economy despite the aggressive interest rate hiking by the U.S. Federal Reserve since the start of 2022, and how this has led to the resulting strong interest in high-yield corporate debt.  Listen now to get up to date and find out what this all means for investors in the region and how to allocate assets.

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 Guide to the Markets 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.

14. The Fed raises again. Is this the last? (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

----------------------------------------

In this 14th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, provides a timely update on initial takeaways from the latest U.S. Fed rate increase, what has changed since the last rate decision by the U.S. Fed, and whether there will be any rate cuts expected later in 2023. Also follow along as Kerry summarizes the outlook for the equity and bond markets, U.S. recession likelihood, and overall asset allocation considerations on the back of this latest rate move.

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.

13. A less likely recession? A closer look through the lens of Fixed Income (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

----------------------------------------

In this 13th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, is joined by special guest speaker, Jonathan Liang, Head of Investment Specialists, GFICC, to check back in on whether the global economy is still heading down the path of a recession.  What are the growth, inflation and other factors that an investor needs to be aware of and account for?  Listen in to Kerry and Jonathan's discussion to get up to date with the market's latest.

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.

12. Key takeaways from the 3Q Guide to the Markets - Asia (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

----------------------------------------

In this 12th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia (published this past week). The key points include i.) the economic outlook of key economies, especially the U.S. and China, ii.) what are central banks options given that inflation is taking longer than expected to return to target, and iii.) what does this all mean for investors in the region and how to allocate assets.

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 Guide to the Markets from the J.P. Morgan website (http://am.jpmorgan.com).  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.

11. The opportunities and challenges for alternative assets (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

----------------------------------------

In this 11th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Gary Leung, Head of Alternatives, Asia Pacific Clients, to take a closer look at the world of alternative assets. Alternatives is quite a broad term covering a range of financial assets, from real estate to infrastructure, to hedge funds, private equities, and private credit.  Listen to Tai and Gary discuss the opportunities and challenges for alternative assets.

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 webiste.