On Investors’ Minds - APAC Edition

In this 61st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a deeper look at an increasingly likely upcoming U.S. Fed rate cut, and what adjustments to investment portfolios investors should keep an eye on.   How have equities and fixed income investments faired in previous rate cut cycles?  Does investing in cash make sense?  Where should investors allocate capital ahead of the rate cuts?  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--podcastEP61) 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.

Tai Hui, a savvy expert in monetary policy with a focus on Asian markets, shares insights on the U.S. Federal Reserve's recent stance. He discusses the potential for the first U.S. interest rate cut and what this could mean for Asian central banks. Will they follow suit by cutting rates by year-end? The conversation delves into the balance between economic stability and the impact of global monetary shifts, especially highlighting China's aggressive rate strategy and the strategic options available to investors in this evolving landscape.

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.

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.

Tai Hui, a market volatility expert, shares keen insights on recent fluctuations in global markets. He emphasizes the necessity of diversification to weather market turmoil. The discussion delves into the potential slowdown of the U.S. economy and anticipates the Federal Reserve's rate cuts. Hui also highlights persistent investment themes, such as artificial intelligence and renewable energy, stressing the importance of education and risk assessment for investors navigating uncertain times.

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.