In this 49th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui previews key points from the Market Insights Asia 2024 Mid-Year Outlook publication.  Global economic growth is converging, inflation is settling within the target range for most Asian economies, and earnings growth looks to stay positive in multiple global markets.  Diversification will continue to be key, much like team sports needing to have the right mix of athletes, an investment portfolio will need a good balance of both offensive and defensive strategies. Listen now to get up to date and find out what this all means for investors. The Market Insight Mid-Year Outlook 2024 aims to address key topics/themes that investors need to consider for the second half of the year.  View the full 2024 Mid-Year Outlook from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/mid-year-outlook-2024/?utm_source=podcast-podbean/) 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.

In this 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's June meeting results, where the FOMC voted to leave the Federal funds rate unchanged, but did indicate some interesting takeaways that has caused a bit of a rollercoaster ride in the markets this week.  What are likely impacts to equities and fixed income? 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.

In this 47th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent surprising India election results, and what it means for India being able to continue its strong performing equity market.  Can current Indian equity market valuations be sustained or grow even higher?  Will more businesses create manufacturing capacity in India?   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 2nd quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/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.

In this 46th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores whether the traditional 60/40 stock-bond portfolio still works in today's markets.  Are there changes in the world that now require a rethink?  How does inflation, fiscal deficits, and other asset classes impact 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/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.

In this 43rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's May FOMC meeting results, the key factors that led the Fed to maintain the current interest rate, and the market reaction, including impact to the ongoing Japanese Yen weakness.  What are likely trends for equities, the U.S. Dollar, and major Asian economies.  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.

In this 42nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the recent market volatility across global markets, what are the latest developments potentially impacting investor sentiment and 3 main takeaways for managing portfolios going forward.  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.

In this 39th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Sylvia Sheng, Global Strategist from the Multi-Asset Solutions team, to talk through the key areas the Multi-Asset Solutions team is tracking as part of their outlook from Q2 through to the end of the year.  Sylvia and Tai specifically talk through why global growth is likely to continue, inflation steadily cooling and supportive monetary policy that will be supportive of certain regional equities and corporate credit.  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.

In this 38th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's March FOMC meeting results, recent updates from other central banks, including the Bank of Japan, the Reserve Bank of Australia, and the Bank of England, and how the markets have reacted to these central bank updates. 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.

In this 37th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Anya Schiess, Managing Partner - Life Sciences Private Capital, to provide clarity and insights on how impactful life sciences and healthcare overall have been as an investment category.  Anya and Kerry touch on a number of developments that have not only provided strong recent returns, but also paves way for continued outperformance in the coming years.  This is the second of 5 podcast episodes exploring the world of alternative assets with some of the most experienced alternative assets experts at J.P. Morgan Asset Management.  Listen 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/hk/en/asset-management/per/insights/market-insights/guide-to-alternatives/) 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.

In this 36th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Gary Leung, Head of Alternatives (APAC Client) to summarize how different kinds of alternative assets (Real Estate, Transport, Private Credit, Private Equity, etc.) can strengthen an investor's portfolio and make it more resilient in today's dynamic global markets.  This is the first of 5 podcast episodes exploring the world of alternative assets with some of the most experienced alternative assets experts at J.P. Morgan Asset Management.  Listen 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/hk/en/asset-management/per/insights/market-insights/guide-to-alternatives/) 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.