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Artwork for On Investors’ Minds

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights
Inflation
Federal Reserve
Tariffs
Artificial Intelligence
China
Investment Strategies
Interest Rates
U.S. Economy
Private Equity
Technology Sector
Economic Growth
India
United States
US Economy
Asia Pacific
Fixed Income
Equities
U.S. Federal Reserve
Fiscal Policy
Market Volatility

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

PublishesTwice weeklyEpisodes100Founded3 years ago
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Artwork for On Investors’ Minds

Latest Episodes

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... more

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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 uncerta... more

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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 ... more

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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 grow... more

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Recent Guests

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
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
Stephanie Aliaga
Global Market Strategist based in New York
JP Morgan Asset Management
Episode: Do circular AI deals warn of a bubble?
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?
Jon Maier
Global Chief ETF Strategist
J.P. Morgan Asset Management
Episode: Identifying key ETF growth trends in the U.S. and Asia

Hosts

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

Chart Rankings

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

Apple Podcasts
#42
Singapore/Business/Investing
Apple Podcasts
#67
Chile/Business/Investing
Apple Podcasts
#132
Singapore/Business
Apple Podcasts
#161
Hong Kong/Business/Investing
Apple Podcasts
#164
Japan/Business/Investing
Apple Podcasts
#215
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

Identifying the market bright spots, despite geo-political uncertainty
Q: How is AI impacting your investment process and what buckets are you focusing on for long-term returns?
AI is being used extensively in both portfolio management and research to improve data analysis and efficiency. He highlights three buckets—AI enablers (semis), hyperscalers, and software/digital services—anticipating that free cash flow will improve as hyperscalers slow growth and efficiency increases over 2-3 years.
Identifying the market bright spots, despite geo-political uncertainty
Q: What is the dominant risk currently shaping markets, and how are you positioning portfolios in light of the Middle East tensions?
The guest notes that oil price dynamics and geopolitical developments introduce high uncertainty; the approach is to emphasize stock selection with a focus on firms with strong fundamentals and real valuation signals, while remaining flexible to shift as the macro picture evolves.
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.

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?

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. Making Sense
2. At Any Rate
3. Insights Now
4. UBS On-Air: Market Moves
5. Exchanges

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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. Helge Skibeli
2. Aaron Mulvihill
3. Brian Coleman
4. Kyle Williams
5. Raisah Rasid
6. Adrian Wong
7. Stephanie Aliaga
8. Mark Davids

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