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Artwork for On Investors’ Minds
Inflation
Federal Reserve
Artificial Intelligence
Tariffs
China
Investment Strategies
Interest Rates
U.S. Economy
Private Equity
United States
Technology Sector
Economic Growth
India
Private Credit
US Economy
Fiscal Policy
Asia Pacific
Fixed Income
Real Estate
Equities

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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Artwork for On Investors’ Minds

Latest Episodes

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... more

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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 a... more

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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 gl... more

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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.  W... more

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Recent Guests

Fiona Harris
Head of US Equity Investment Specialists Internationally
JP Morgan Asset Management
Episode: Bulls or Bots? Dissecting the AI everything U.S. equity market
Chad Tredway
Global Head of Real Estate at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Navigating the nuances: Is real estate investing finally turning the corner?
Arjun Vij
Portfolio Manager, Global Aggregate Strategies, manages JP Morgan Global Bond Fund
JP Morgan Asset Management
Episode: Navigating fixed income: Balancing a positive outlook in a world of heightened risks
Bill Eigen
Head of the Absolute Return and Opportunistic Fixed Income Team
JP Morgan Asset Management
Episode: Absolute return strategies & trouble in private credit?
Kyle Hutzler
Executive Director for Asia Pacific Policy and Strategic Competitiveness within the JP Morgan Center for Geopolitics
J.P. Morgan Center for Geopolitics, JP Morgan Asset Management
Episode: How are the latest geopolitical tensions impacting the markets?
Kerry Craig
ALTS expert, market strategist based in Melbourne
JP Morgan Asset Management
Episode: An alternative agenda - Guide to Alternatives Q2 2026
Jed Laskowitz
Global Head of Private Markets and Customized Solutions
JP Morgan Asset Management
Episode: How will portfolios evolve with private markets, inflation, credit and innovation?
Anton Pil
Head of Global Alternative Investment Solutions
JP Morgan Asset Management
Episode: How will portfolios evolve with private markets, inflation, credit and innovation?
Helge Skibeli
Portfolio Manager and Lead Portfolio Manager for core global portfolios
International Equities Group, JP Morgan Asset Management
Episode: Identifying the market bright spots, despite geo-political uncertainty

Hosts

Kerry Craig
Global Market Strategist and JP. Morgan Asset Management (based in Australia) with expertise in macro strategy and alternatives.
Tai Hui
Chief Market Strategist for Asia Pacific at JP Morgan Asset Management; regular host and macro strategist with APAC focus.
Aaron Mulvihill
Global Alternative Strategist with expertise in private credit, market dynamics, and AI disruption in lending.
Marcella Chow
Global Market Strategist focusing on APAC, contributing to discussions on macro and alternatives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#170
Australia/Business/Investing
Apple Podcasts
#43
Hong Kong/Business/Investing
Apple Podcasts
#136
Singapore/Business/Investing
Apple Podcasts
#137
Hong Kong/Business
Apple Podcasts
#149
China/Business/Investing
Apple Podcasts
#229
Taiwan/Business/Investing
Apple Podcasts
#244
South Korea/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Navigating fixed income: Balancing a positive outlook in a world of heightened risks
Q: What is the outlook for duration and how should portfolios position across non-US vs US exposure?
They see room to extend duration moderately, favoring non-US duration due to relatively softer growth and lower rate-hiking risk outside the US, while maintaining selective exposure to US duration where the growth outlook remains stronger.
Navigating fixed income: Balancing a positive outlook in a world of heightened risks
Q: Where do you see inflation heading into year-end and into 2027, and how does that shape rate expectations?
The guests discuss inflation remaining above target with shelter costs easing and wage growth slowing, suggesting inflation may drift toward but not quite reach 2% by year-end; this supports a view that central banks will be cautious on hiking, with potential for rate cuts later if growth holds and inflation cools.
Navigating fixed income: Balancing a positive outlook in a world of heightened risks
Q: What are the risk cases that could catch the market offside given the resilient growth narrative?
Arjun highlights two main risks: US earnings revisions coming in weaker than expected and a Middle East oil shock that pushes prices above 100 for an extended period, which could undermine growth projections.
How are the latest geopolitical tensions impacting the markets?
Q: Kyle, how would you characterize the current environment given the heightened geopolitical volatility?
We are seeing a fundamental shift where pieces are reshuffling and the outcomes are not yet fully clear, but there is a clear move toward more durable changes in trade patterns and industrial policy, including reshoring and supply chain redundancy.
Absolute return strategies & trouble in private credit?
Q: So absolute return fund, can you talk a little bit about where does an absolute return fund fit into a portfolio?
The fund requires strong focus, discipline, and risk modeling; it should ideally be the primary or sole focus for a manager due to the complexity, and it aims to beat the risk-free rate with a broad opportunity set across various credit instruments.

Audience Metrics

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Frequently Asked Questions About On Investors’ Minds

What is On Investors’ Minds about and what kind of topics does it cover?

The show centers on macro strategy and asset allocation with a focus on Asia Pacific, inflation dynamics, energy markets, and the evolving role of AI in investing. Episodes frequently analyze central bank policy, geopolitical risk (notably Middle East tensions and oil flows), and how these forces ripple through bonds, equities, and alternatives. A distinctive aspect is the consistent emphasis on private markets and AI-driven themes, with practical portfolio implications and live demonstrations of positioning across public and private markets. This mix makes it valuable for finance professionals seeking actionable insights, especially around inflation resilience, energy shocks, and the growing influence of technology on investments.

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Which podcasts are similar to On Investors’ Minds?

These podcasts share a similar audience with On Investors’ Minds:

1. Making Sense
2. Global Data Pod
3. At Any Rate
4. Insights Now
5. Bloomberg Daybreak: Asia Edition

How many episodes of On Investors’ Minds are there?

On Investors’ Minds launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On Investors’ Minds?

Recent guests on On Investors’ Minds include:

1. Fiona Harris
2. Chad Tredway
3. Arjun Vij
4. Bill Eigen
5. Kyle Hutzler
6. Kerry Craig
7. Jed Laskowitz
8. Anton Pil

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