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Artwork for On Investors’ Minds

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights
Inflation
Asset Allocation
India
60/40 Portfolio
US Economy
U.S. Federal Reserve
Consumer Spending
Central Bank Policies
GDP Growth
Unemployment Rate
European Economy
China
FOMC Meeting
Guide To Investing In Asia
Artificial Intelligence
Macroeconomic Data
Government Bonds
BJP
Japanese Equities
Investing

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

PublishesWeeklyEpisodes100Founded3 years ago
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Artwork for On Investors’ Minds

Latest Episodes

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 corporat... more

In this 144th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q2 2026 edition of the Guide to the Markets - Asia, to walk through the latest develop... more

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In this 143rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit and Stephanie Aliaga, both Global Market Strategists based in New York, for a timely exploration of Artificial Intelligence's impact on markets... more

YouTube

In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both based in New York, to dive into how AI is reshaping op... more

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Recent Guests

Aaron Mulvihill
Global Micro Strategist based in New York
JP Morgan Asset Management
Episode: VIDEO: How to evaluate private credit risks?
Brian Coleman
Co-Head of Investments in the Private Credit Solutions Group
JP Morgan Asset Management
Episode: VIDEO: How to evaluate private credit risks?
Kyle Williams
Portfolio Manager in the International Equities Group
J.P. Morgan Asset Management
Episode: Is now the time for Value style investing to shine?
Raisah Rasid
Global Market Strategist based in Singapore
J.P. Morgan Asset Management
Episode: Market Outlook 2026: Growth and risks to watch out for in the year ahead
Adrian Wong
Global Market Strategist
JP Morgan Asset Management
Episode: A strong Q3 for Asia Pacific earnings: AI demand leads the way
Mark Davids
Senior Profitability Manager and co-head of the Asia Pacific Equity Investment Team
J.P. Morgan Asset Management
Episode: Asia markets are on a tear in 2025. What are the keys for the rally to continue?
Jennifer Qiu
Global Market Strategist who provides insights into Chinese trade performance.
JP Morgan Asset Management
Episode: China's export resilience: remaining optimistic despite global trade challenges
Jon Maier
Global Chief ETF Strategist
J.P. Morgan Asset Management
Episode: Identifying key ETF growth trends in the U.S. and Asia
Marcella Chow
Global market strategist who wrote on the dynamics of the Chinese equity markets.
JP. Morgan Asset Management
Episode: Decoding China's economic resilience through T.E.A. - Opportunities in Chinese equities

Hosts

Tai Hui
Chief Market Strategist for Asia Pacific at JP Morgan Asset Management.
Kerry Craig
Global Market Strategist at JP Morgan Asset Management.

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Talking Points

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VIDEO: How to evaluate private credit risks?
Q: How do you assess risk within private credit and whether there is a systemic risk in the industry?
The discussion notes that private credit is not seen as systemic risk at present due to look-through underwriting quality, the diversification across asset types, and the distribution of risk outside the traditional banking system. It emphasizes disciplined risk management, emphasis on monitoring, and the importance of focusing on every potential issue to avoid negative outcomes.
Market Outlook 2026: Why stay invested in stocks and bonds?
Q: How should investors approach portfolio construction and diversification in the context of equities in the new year?
Investors should focus on reducing concentration risk and rotating into sectors and regions with more attractive fundamentals and valuations, emphasizing active portfolio management.
Highlighting private market opportunities with the Guide to Alternatives
Q: What are the trends that we should be focused on concerning hedge funds?
Hedge funds are entering a period of increased stock dispersion, providing better opportunities for making active bets in a more volatile market, which signals the end of the Alpha Winter.
Highlighting private market opportunities with the Guide to Alternatives
Q: Could you touch on the general appeal for thinking about a private equity allocation for an investor?
Private equity offers broader access to the economy and has historically been an effective alpha generator, attracting investors seeking to diversify away from public market concentrations.
From art to science: Building a more resilient portfolio with alternatives
Q: What is the six-step process for building a multi-alternatives portfolio?
The six-step process involves defining objectives, evaluating the opportunity set, position sizing, managing capital flows, integrating risk management, and ensuring ongoing evolution of the portfolio.

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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?

A market-focused show delivering Asia-Pacific perspectives on global finance, monetary policy, and technology-driven investment themes. Across recent episodes, listeners get analysis on how geopolitical events, central bank actions, AI adoption, and market rotations influence asset allocation, risk management, and inflation dynamics. The host leans heavily on regional insights from Asia-Pacific economies, with frequent discussions around oil, technology stocks, private markets, and the role of AI in shaping investment opportunities. A standout trait is the persistent emphasis on diversification and disciplined strategies in an uncertain macro landscape, making it a practical resource for investors, portfolio managers, and financial professi... more

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1. Insights Now
2. Making Sense
3. At Any Rate
4. UBS On-Air: Market Moves
5. Global Data Pod

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On Investors’ Minds launched 3 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. Aaron Mulvihill
2. Brian Coleman
3. Kyle Williams
4. Raisah Rasid
5. Adrian Wong
6. Mark Davids
7. Jennifer Qiu
8. Jon Maier

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