On Investors’ Minds - APAC Edition

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- 在本集音頻內，摩根資產管理市場洞察團隊，針對聯準會9月利率決策會議的決議和聲明，為您分析三大投資意涵。儘管聯準會暫停升息，但鷹派聲明意味著高利率可能維持更長一段期間，加以油價反彈催化通膨預期，美國政府關門隱憂及歐亞經濟放緩皆增添短期消息面震盪，不排除使得金融市場波動再起，從當天的美股主要指數下跌可見一斑。現在就點擊收聽策略師的最新看法。 For the English version, please download episode "18. Higher for longer by the U.S. Fed" or visit the J.P. Morgan Asset Management website to find out more.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 18th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the September U.S. Federal Open Market Committee (FOMC) meeting that just wrapped a few hours earlier today.  Overall, the Fed continues with a slight hawkish bias and keeping the option open for another hike before the end of the year, which had the market reacting negatively.  Markets were down immediately following the Fed's meeting conclusion.  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 Guide to the Markets 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.

This podcast discusses the impact of sluggish sales in residential properties on Chinese banks, the potential effects of a slowing Chinese economy on global inflation, and investing opportunities once the Chinese economy starts to recover.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 16th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the i.) July Chinese economic data recently released, ii.) overall slowing growth momentum and iii.) more challenges facing specific property developers and investment funds.  Listen now to get up to date and find out what this all means for investors and what monetary easing actions can help boost the economy. 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 Guide to the Markets 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.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 15th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui reviews the ongoing resilience of the U.S. economy despite the aggressive interest rate hiking by the U.S. Federal Reserve since the start of 2022, and how this has led to the resulting strong interest in high-yield corporate debt.  Listen now to get up to date and find out what this all means for investors in the region and how to allocate assets. 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 Guide to the Markets 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.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 14th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, provides a timely update on initial takeaways from the latest U.S. Fed rate increase, what has changed since the last rate decision by the U.S. Fed, and whether there will be any rate cuts expected later in 2023. Also follow along as Kerry summarizes the outlook for the equity and bond markets, U.S. recession likelihood, and overall asset allocation considerations on the back of this latest rate move. 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.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 13th episode of the On Investors' Minds - APAC Edition podcast, guest host Kerry Craig, Global Market Strategist, is joined by special guest speaker, Jonathan Liang, Head of Investment Specialists, GFICC, to check back in on whether the global economy is still heading down the path of a recession.  What are the growth, inflation and other factors that an investor needs to be aware of and account for?  Listen in to Kerry and Jonathan's discussion to get up to date with the market's latest. 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.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 12th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia (published this past week). The key points include i.) the economic outlook of key economies, especially the U.S. and China, ii.) what are central banks options given that inflation is taking longer than expected to return to target, and iii.) what does this all mean for investors in the region and how to allocate assets. 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 Guide to the Markets from the J.P. Morgan website (http://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.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 11th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest speaker Gary Leung, Head of Alternatives, Asia Pacific Clients, to take a closer look at the world of alternative assets. Alternatives is quite a broad term covering a range of financial assets, from real estate to infrastructure, to hedge funds, private equities, and private credit.  Listen to Tai and Gary discuss the opportunities and challenges for alternative assets. 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 JP Morgan Asset Management webiste.

This episode of the On Investors' Minds - APAC Edition podcast is now outdated and has been archived.  With the world and the markets changing so fast, please click on an On Investors' Minds - APAC Edition podcast epidote from the most recent 12 months to listen to our most relevant and up to date views of the world today.  If you are specifically interested in a topic that has been archived, please reach out to your J.P. Morgan Asset Management representative to discuss and explore how our Market Insights team can best help meet your investment needs.  Thank you.  - Market Insights Team ---------------------------------------- In this 10th episode of the On Investors' Minds - APAC Edition podcast, we present a special episode with Tai Hui giving an update on the U.S. Federal Reserve' decision from just a few hours earlier (June 15th Asia morning) to maintain the current interest rate at 5.00-5.25% amid signs of a slowing U.S. economy.  Find out how the market reacted and a summary of the most impactful things to keep an eye on in the coming days, weeks and months ahead. 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 JP Morgan Asset Management website.