On Investors’ Minds - APAC Edition

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.

U.S. and Japan market moves are causing some summer blues...

In this 55th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the recent market volatility in the U.S. and Asia following the release of the U.S. July job numbers and earlier U.S. Fed meeting notes.  Will these recent market moves impact the timing of Fed interest rate cuts?  Will the Japanese authorities step in to influence the yen / U.S. dollar rate?  Can the Japanese economy maintain it's recent growth?  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: U.S. interest rate cuts are coming... when?

In this 54th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Strategist, diving into the latest developments from the Federal Market Open Committee's July meeting.  Kerry summarizes the Fed's decision to hold current U.S. interest rates steady, their dovish tone towards the U.S. economy, their policy rate trajectory and the potential for a rate cut in September.  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--podcastEP54)

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: Investment implications of President Biden's withdrawal

In this 53rd episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Dr. David Kelly, Chief Global Market Strategist, and Elizabeth Herman, Federal Government Relations Director, recapping U.S. President Joe Biden's withdrawal from the 2024 U.S. Presidential Election, and the market impact that is likely to result.  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--podcastEP53)

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.