On Investors’ Minds - APAC Edition

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.

In this 35th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just completed China National People's Congress and the key points outlined by Chinese Premier, Li Qiang.  Can China reach their 2024 target of 5% growth?  How much and what kinds of government stimulus are planned for 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 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 34th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent Japanese equities market going through a bull market run, and what factors ranging from the Bank of Japan to the direction of the Japanese yen will impact how long the positive run continues for.  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 33rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights three market risks that investors should keep an eye on, including i.) the timing and pace of U.S. Fed rate cuts, ii.) supply chain disruptions in the Red Sea, and iii.) U.S. regional banking sector stress. 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 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U.S. Federal Reserve's January FOMC meeting results, the likelihood of a U.S. recession, and the increasingly hot topic of the upcoming 2024 U.S. presidential election. 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 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles of the U.S. Fed cutting interest rates.  How quickly did interest rates get cut?  How did the financial markets perform as a result?  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 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a closer look at the areas of strengths and the areas of concerns that investors should focus on.  Could there be some bright spots for equity investors?  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 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the Markets - Asia launch web conference. Tai Hui is joined by James Burdis, Head of Global Strategic Relationships, Asia Pacific to address key topics including: i) gauging the risk of recession in the U.S. and Europe, ii) the pace of Asia and China recovery, iii) fixed income allocation following the drop in government bond yields in 4Q 2023, and iv) Asian equity opportunities - is it time for a new game plan? 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 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and equities markets for the new year.  Tai summarizes a number of concerns including when the U.S. Fed will start cutting rates, where inflation trends are pointing towards, and how long the current S&P 500 winning run can continue for.  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.