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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 122nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at two of the larger developed market government fiscal budgets, in the UK and Japan.  Investors need to be disciplined in their approach to asset al... more

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In this 121st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the 2026 Long-Term Capital Market Assumptions (LTCMA), an annual publication that focuses on the long-term, 10 to 15 years of return projections for a broad r... more

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In this 120th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, to take a closer look at best practices when incorporating alternative into actively ... more

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In this 119th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig recaps the outcome from the October U.S. FOMC meeting where Fed Chair Jerome Powell confirmed the largely expected 25 basis point cut in the benchmark interest rate.... more

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Recent Guests

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
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
Brian Lam
Portfolio manager within the Private Market Equity Group.
J.P. Morgan Asset Management
Episode: VIDEO: Navigating the current Private Equity market | Guide to Alternatives
Joseph Wilson
Lead portfolio manager for the JP Morgan US Technology Strategy
JP Morgan Asset Management
Episode: U.S. Tech and what's next after all the volatility
Regina Liu
APAC Head of Investment Specialists for the International Equity Group
J.P. Morgan Asset Management
Episode: Can European equities make your portfolio better?
Dr. David Kelly
Global Chief Strategist
J.P. Morgan Asset Management
Episode: What is causing the recent U.S. market volatility? Tariffs, immigration, jobs and taxes.
Anurag Aggarwal
Global Head of Portfolio Management for the Global Transportation Group
JP Morgan Asset Management
Episode: How do transportation assets generate income for investors?

Host

Tai Hui
Chief Market Strategist for Asia Pacific at J.P. Morgan Asset Management.

Chart Rankings

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

Apple Podcasts
#159
Germany/Business/Investing
Apple Podcasts
#62
Indonesia/Business/Investing
Apple Podcasts
#117
Hong Kong/Business/Investing
Apple Podcasts
#171
Switzerland/Business/Investing
Apple Podcasts
#230
Indonesia/Business
Apple Podcasts
#244
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
From art to science: Building a more resilient portfolio with alternatives
Q: Can you explain what the term 'multi-alternatives' means?
Multi-alternatives refers to an end state for investors who hold multiple categories of alternative investments, such as real estate and private equity, aiming for return enhancement and portfolio resilience.
VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
Q: What should we expect from China's new five-year plan?
China's new five-year plan may continue focusing on enhancing global trade, improving self-dependence from imports of critical components, and strengthening the service sector.
VIDEO: From tech standouts to government shutdown volatility, Q4 could be a turning point for markets.
Q: What risks and opportunities may lie ahead with respect to the current economic conditions?
Investors are concerned about the government shutdown and its potential impact on economic momentum, but many still see opportunities due to strong consumer and corporate spending.
Asia markets are on a tear in 2025. What are the keys for the rally to continue?
Q: How do you see the development of AI creating investment opportunities in APAC?
There is substantial demand from the US driving AI capital expenditures in Asia, benefiting numerous companies in Taiwan, South Korea, and Japan.

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?

This podcast provides insights into the financial markets primarily focusing on trends impacting the Asia Pacific region. The discussions, led by a Chief Market Strategist, center around various macroeconomic factors, including trade relationships, tariffs, and monetary policies, with a specific emphasis on their implications for investors. Episodes often feature expert guests from J.P. Morgan Asset Management, bringing forth analysis on economic resilience, market dynamics, and investment strategies relevant for both retail and institutional investors. Unique highlights include in-depth discussions on the intricacies of ETF markets, the impact of geopolitical events, and specialized segments on emerging markets like India and China.

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Which podcasts are similar to On Investors’ Minds?

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

1. Insights Now
2. Making Sense
3. Global Data Pod
4. Notes on the Week Ahead
5. The Markets

How many episodes of On Investors’ Minds are there?

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. Stephanie Aliaga
2. Mark Davids
3. Jon Maier
4. Marcella Chow
5. Brian Lam
6. Joseph Wilson
7. Regina Liu
8. Dr. David Kelly

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