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Artwork for On Investors’ Minds

On Investors’ Minds - APAC Edition

JP Morgan Asset Management Market Insights

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

PublishesWeeklyEpisodes45Foundeda year ago
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BusinessInvesting

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Artwork for On Investors’ Minds

Latest Episodes

In this 42nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the recent market volatility across global markets, what are the latest developments potentially impacting investor sentiment and 3 main takeaways for managing... more

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3 days ago

在2024年第一季,股票表現優於固定收益,主要受到穩健的經濟及盈利數據支持。與此同時,市場對美國聯準會減息的預期已經降低。雖然美國經濟放緩的跡象不多,但投資人都關注股票估值可能過高的風險。亞洲方面,中國的經濟復甦仍然不夠強勁和持久,但至少該地區出口已在改善。 考慮到股票和固定收益的相對估值,投資人需要構建適當的資產組合,而且在地域上作出分散配置,從而實現財務目標 亞太區首席市場策略師許長泰先生將運用2024年第二季《環球市場縱覽 – 亞洲版》的內容,與您共同探討最新市場及經濟趨勢,並剖析近期的重... more

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9 days ago

In this 40th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of a conversation with our global market strategists team heads, Tai Hui (Asia), David Kelly (Global), Karen Ward (Europe), and Gabriella Sant... more

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14 days ago

In this 39th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Sylvia Sheng, Global Strategist from the Multi-Asset Solutions team, to talk through the key areas the Multi-Asset Solutions team is tracking as part of thei... more

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18 days ago

在这第38集的播客中,許長泰回顾了美联储三月份FOMC会议的结果,以及其他中央银行,包括日本银行、澳大利亚储备银行和英格兰银行的最新动态。我们还将探讨市场对这些中央银行更新的反应。立即收听,了解最新情况,以及这对投资者意味着什么. more

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a month ago

In this 38th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's March FOMC meeting results, recent updates from other central banks, including the Bank of Japan, the Reserve Bank of Australia, and the... more

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a month ago

In this 37th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Anya Schiess, Managing Partner - Life Sciences Private Capital, to provide clarity and insights on how impactful life sciences and healthcare overall hav... more

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a month ago

In this 36th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Gary Leung, Head of Alternatives (APAC Client) to summarize how different kinds of alternative assets (Real Estate, Transport, Private Credit, Private Equity... more

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a month ago

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