On Investors’ Minds

Hosted by JP Morgan Asset Management Market Insights

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Episodes

100

Latest episode

Jun 2026

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About the show

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

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60 recent

June 15, 2026Episode 1558 min

Implications of U.S.-Iran agreement to reopen the Strait of Hormuz

In this 155th episode of the On Investors' Minds podcast, Tai Hui gives an update on the just announced U.S.-Iran agreement to reopen the Strait of Hormuz, and the immediate market reaction of leaning risk-on. With key parties confirming a deal and a formal ceremony expected on Friday in Switzerland, momentum looks real - but still fragile, with the hardest parts, such as proving its safe, rebuilding flows, and gauging how long the peace process holds to come. Will insurers, and shipping firms adjust back to "normal"? How is the near-term outlook for energy, inflation, and global growth? Listen now to Tai 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 2026 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--podcastEP155). 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.

June 8, 2026Episode 15410 min

How will markets treat an unpredictable U.S. mid-term elections?

In this 154th episode of the On Investors' Minds podcast, Tai Hui explores the possible policy shifts resulting from the upcoming U.S. mid-term elections, and what tools are available for the Trump administration for the second half of the current presidential term. Have previous mid-term elections supported or rather slowed down that president's ability to impact policy change? What are likely outcomes for Congress and Trump's administration to pass fiscal stimulus? How will these possible outcomes impact bonds and equities? Listen now to Tai 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 2026 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--podcastEP154). 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.

June 2, 2026Episode 15310 min

Scenario planning on the Middle East conflict

In this 153rd episode of the On Investors' Minds podcast, Tai Hui dives into possible outcomes of the current ongoing Middle East conflict between the U.S. and Iran. Although there are plenty of complex factors to consider, three clear scenarios around the Strait of Hormuz are most probable: i.) a near term reopening (our base case), ii.) an extended closure, and iii.) a worst-case deterioration with sustained damage to energy infrastructure. How would interest rates, equities, bonds, currency, and hedges behave in each scenario? Listen now to Tai for a concise, client-ready checklist that turns geopolitics into decision points - so "cash is the only answer" doesn't become the default. 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 2026 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--podcastEP153). 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.

May 26, 2026Episode 15212 min

What's driving the recent volatility in the global bond markets?

In this 152nd episode of the On Investors' Minds podcast, Kerry Craig takes a closer look at what's behind the recent increased volatility in the global fixed income markets, leading to 10-year highs in U.S. government bond yields. Outside of the U.S. how are other G7 government bonds performing? How are rising global energy prices impacting the outlook for central bank interest rates? What areas of fixed income can help ride out some of the current bond volatility? Listen now to Kerry 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 2026 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--podcastEP151). 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.

May 19, 2026Episode 15110 min

When oil isn't just expensive: The Hormuz blockade and the two-shock economy

In this 151st episode of the On Investors' Minds podcast, Tai Hui takes a closer look at the global economic impact of oil being constrained for the past three months. What's the latest gap in daily world oil demand? How did the world adjust in previous cases of significant oil price increases? If oil and other energy supply is significantly disrupted for an extended period, how does that impact overall economic demand globally and what can economies do to protect their growth? Listen now to Tai 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 2026 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--podcastEP151). 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.

May 11, 2026Episode 14926 min

How will portfolios evolve with private markets, inflation, credit and innovation?

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions. Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class. From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment. 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--podcastEP149) 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.

May 7, 2026Episode 14811 min

Central Banks at the Crossroads

In this 148th episode of the On Investors' Minds podcast, Tai Hui takes a closer look at central banks globally and how each are handling the growing concerns around supply chain shocks in both energy and agriculture, as well as the continued uncertainty on the ongoing U.S.-Iran conflict. What were the takeaways in the recently held (separately) U.S. Fed, European Central Bank, the Bank of England, and Bank of Japan meetings? How about smaller global and Asian central banks? What are the likely impacts to fixed income investments? Listen now to Tai 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 2026 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--podcastEP148). 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.

May 4, 2026Episode 14729 min

Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?

In this 147th episode of the On Investors' Minds - APAC Edition podcast, we present a replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's April meeting. What were the biggest takeaways from the U.S. Fed's meeting, especially with this being Jerome Powell's last meeting as the chair of the Fed? What are the latest developments around the U.S.-Iran situation, and the latest rise in oil prices? What were the highlights from the Q1 U.S. earnings season? Listen now to Tai 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 2026 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--podcastEP147). 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.

April 27, 2026Episode 14621 min

Identifying the market bright spots, despite geo-political uncertainty

In this 146th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by special guest, Helge Skibeli, Portfolio Manager in the International Equity Group based in New York, to take a closer look at where there is strong growth and positive momentum in the markets, despite not knowing how the current ongoing global conflicts will turn out. Which markets are likely to see the strongest earnings growth through the rest of 2026? What areas of the ongoing AI rally are best positioned for continued growth? How does a seasoned investor handle extreme global events that lead to tricky equity markets? Listen now to Kerry and Helge 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 2026 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--podcastEP145). 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.

April 20, 2026Episode 1459 min

Is investor optimism sustainable amid ongoing Middle East uncertainty?

In this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest in the U.S.-Iran conflict, 2.) central banks' reaction, and 3.) U.S. first quarter corporate earnings. What factors helped to move U.S. markets higher in recent weeks? Where in the global economy is inflation showing up with the most impact? Will any of the major central banks look to raise interest rates in the coming months? Listen now to Tai 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 2026 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--podcastEP145). 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.