On Investors’ Minds - APAC Edition

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.

Market volatility in the U.S. and Japan has investors on edge. Recent U.S. labor data has sparked concerns over potential recession signals and the timing of interest rate cuts by the Federal Reserve. In Japan, currency fluctuations and economic growth raise questions about intervention in the yen's value. The podcast suggests a cautious approach for U.S. dollar investors in Japan, emphasizing active strategies to navigate market dynamics. Tune in for insights into these complex financial landscapes and their impact on investor sentiment.

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.

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.

In this 52nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent positive performance of the Japanese economy, the major drivers impacting its positive momentum, and attractiveness to foreign investors.  What's next for the Yen? Will the Bank of Japan shift its bond purchasing strategy?  Can Japanese equities continue its 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.

In this 51st episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Grace Teh from the Global Strategic Relationships team discussing the latest developments in the global markets over the first half of 2024, and what to look out for through the rest of the year.  Listen and watch Tai and Grace leverage slides from the just released 3rd quarter Guide to the Markets Asia to get up to date on likely central bank moves, inflation numbers, job market developments and other critical factors of the financial markets 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/) 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 50th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Sylvia Shang, Multi-Asset Strategist from the Multi-Asset Solutions team, to discuss key highlights from the recently released 3rd quarter Global Asset Allocations Views publication.  Will the U.S. continue to lead global growth?  Can European consumers and manufacturing boost its performance?  How will potential central bank rate cuts impact 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 2nd 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.

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.