On Investors’ Minds - APAC Edition

U.S. Supreme Court rules against Trump's tariffs

In this 134th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides a timely update on the U.S. Supreme Court's ruling that U.S. President Trump exceeded his authority to impose "reciprocal" tariffs globally, as well as targeted import taxes intended to address fentanyl trafficking.  How did President Trump react to the Supreme Court's decision?  Will there be refunds of the tariffs paid so far to date?  Did the financial markets experience any significant movements, up or down post the Supreme Court announcement?  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 2026 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--podcastEP134).

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 AI cycle and broader market rotation?

In this 133rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest market volatility around technology stocks, driven by the continued excitement around artificial intelligence (AI).  How have software-centric tech companies fared over the past few weeks?  What is the outlook for AI hyperscalers?  Which areas of AI are potential beneficiaries, and which are potentially more vulnerable?  Listen now to Tai and Stephanie 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 2026 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--podcastEP133).

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 recent market volatility: A new U.S. Fed chair and wild swings in gold and silver

In this 132nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui walks through two major topics dominating markets this week: 1.) the announcement of U.S. Fed chair nominee Kevin Warsh and 2.) the significant volatility around both gold and silver.  How is the new Fed chair likely to influence interest rate decisions through the year end?  What impact has resulted from recent increased interest from retail investors towards gold and silver?  Are there any common themes tying together the U.S. Fed and precious metals?  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 2026 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--podcastEP122).

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.

U.S. Fed shifting towards neutral

In this 131st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the January 2026 FOMC meeting that kept the federal funds rate unchanged at 3.50-3.75%.  What did Chair Powell say about future potential rate cuts?  Did any other Fed board members vote differently?  How did the market react to the Fed keeping the rate unchanged?   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 2026 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--podcastEP122).

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.

Could U.S. pre-election policies upset market returns?

In this 130th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the latest U.S. policies leading up to the 2026 mid-term elections.  From concerns by American consumers regarding affordability and cost of living, to suggestions by the U.S. President to limit credit card interest rates, through to possible additional tariffs, there are a number of policies under consideration that could impact the financial 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 2026 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--podcastEP122).

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 will global politics, AI, and central banks impact global markets? | Guide the Markets - Asia

In this 129th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q1 2026 edition of the Guide to the Markets - Asia, to walk through the latest developments in the U.S., Asia, and Europe and how they will affect the markets in 2026.  How many more rate cuts are expected by major central banks in 2026?  Can AI investments continue to lift Asian financial markets into 2026?  Will Chinese consumers increase their depressed spending and help lead to economic growth for this new year?  Listen or watch now to Tai and Kerry summarize all the latest market developments using the Guide to the Markets - Asia 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 2026 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--podcastEP129)

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.

Investors' new year resolutions for 2026?

In this 128th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui kicks off the new year like so many of us do, by taking a look at what new year resolutions investors should consider when it comes to portfolio management.  How much further can U.S. tech companies continue to grow?  Which Asian markets will see the biggest AI-related gains?   What benefits can income generation bring to an investor's 2026 portfolio?  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 2026 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--podcastEP122).

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.

Market Outlook 2026: Alternatives and overall asset allocation - what's in it for investors?

In this 127th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to complete their recap of the team's recently published Market Outlook 2026 via the last of three episodes, focusing on private markets and asset allocation.  How risky has private equity become and will there be more exit opportunities for PE in the new year?  Can investors gain additional exposure to AI outside of the public equity markets?   What are the asset classes, either public or private, that are likely to perform well in 2026?  Listen now to Tai and Kerry to get up to date and find out what this all means for investors.

The J.P. Morgan Market Outlook 2026 outlines for investors to be disciplined in the new year as early growth fades and market volatility rises.  Investors will be prudent if they can focus on risk management, diversification, and income generation to help navigate shifting conditions and deliver resilient portfolio performance.  Download the Market Outlook 2026 from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/market-outlook-2026/?utm_campaign=-en--podcastEP125)

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.