On Investors’ Minds

Hosted by JP Morgan Asset Management Market Insights

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Episodes

100

Latest episode

Aug 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

August 19, 2026Episode 16525 min

What is the opportunity for distressed debt investing in private credit?

In this 165th episode of the On Investors' Minds podcast, Raisah Rasid provides an introduction for a conversation between Aaron Mulvihill, Global Market Strategist, and Brad Demong, Co-Chief Investment Officer of the Global Special Situations Group, both based in New York to take a deeper look at why private credit has been in the market spotlight recently. What is distressed lending? Has the pricing dislocations for private credit from earlier this year reversed? How is the current private credit landscape being viewed by distressed and special situations investors? Listen now to Raisah, Aaron and Brad 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 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--podcastEP165). 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 .

August 12, 2026Episode 1649 min

Can China equities carry its strong Q3 start and outperform through to the end of 2026?

In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations. How has the Chinese economy performed recently and what does the latest economic data show? What are the policy directions coming out of Beijing after the recent July politburo meeting? What are the short, medium and long term outlook for China equities and more specifically where are there opportunities that investors should look closer at? 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--podcastEP164 ). 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 .

August 6, 2026Episode 16328 min

Bulls or Bots? Dissecting the AI everything U.S. equity market

In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year. How has the market reacted to the Q2 earnings released so far? What's the impact of the hyperscalers' current level of escalated capital expenditures? Where and how is AI being used by investment teams to improve returns for investors? Listen now to Kerry and Fiona 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 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--podcastEP163). 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 .

August 3, 2026Episode 16219 min

Navigating the nuances: Is real estate investing finally turning the corner?

In this 162nd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Chad Tredway, Global Head of Real Estate at J.P. Morgan Asset Management, to walk through the latest developments around core real estate, specifically as it begins to show signs of kicking off a new growth cycle for the asset class. Compared against past real estate downturns, how is today's real estate pricing relative to that of previous cycles? How does the current higher inflation rates impact the performance of real estate? What real estate opportunities are there in the ongoing growth of the AI and tech sector? Listen now to Kerry and Chad 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 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--podcastEP162). 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 .

July 27, 2026Episode 16128 min

Navigating fixed income: Balancing a positive outlook in a world of heightened risks

In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate Strategies team, to dive into why most economists and strategists have a positive outlook for the global economy through the rest of 2026, despite a growing number of risks that could turn the markets negative. Can U.S. corporates continue to deliver strong earnings growth? What could cause the price of oil to rise above $100 per barrel, and thus bring up the cost of energy? Although the AI growth story has come down from its meteoric rise earlier in the year, how can its now revised growth continue to impact a broader set of beneficiaries? Listen now to Kerry and Arjun 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 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--podcastEP161 ). 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 .

July 20, 2026Episode 1607 min

With tech stocks correcting, what's next for AI?

In this 160th episode of the On Investors' Minds podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be focused on during this current market volatility. Who are the biggest customers and adopters of artificial intelligence (AI), and will their current high spend on AI change? What are the global economic factors to keep in mind through the second half of 2026? 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 3rd 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--podcastEP160 ). 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 30, 2026Episode 15824 min

Absolute return strategies & trouble in private credit?

With inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what's happening with broader market beta or the economy. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Bill Eigen, Head of Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today's credit cycle - including private credit. 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--podcastEP158 ) 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 26, 2026Episode 15728 min

How are the latest geopolitical tensions impacting the markets?

In this 157th episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Kyle Hutzler, Executive Director for Asia Pacific Policy and Strategic Competitiveness within the J.P. Morgan Center for Geopolitics, to discuss the latest geopolitical developments impacting the world recently and how the financial markets have in turn reacted. What's the current status of the Middle East tensions and the impact to oil and energy prices? Is the U.S.'s relationship with China improving and leading to calmer trade policies? Listen now to Kerry and Kyle 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--podcastEP157 ). 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 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 .