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Artwork for On Investors’ Minds

On Investors’ Minds - APAC Edition

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

PublishesWeeklyEpisodes100Founded3 years ago
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Artwork for On Investors’ Minds

Latest Episodes

In this 130th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the latest U.S. policies leading up to the 2026 mid-term elections.  From concerns by American consumers regarding affordability and cost of livin... more

In this 129th 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 Q1 2026 edition of the Guide to the Markets - Asia, to walk through the latest develop... more

YouTube

In this 128th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui kicks off the new year like so many of us do, by taking a look at what new year resolutions investors should consider when it comes to portfolio management.  How much fu... more

YouTube

In this 127th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to complete their recap of the team's recently published Market Outlook 2026 via the last of three episodes, focusing... more

YouTube

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Recent Guests

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
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?

Host

Tai Hui
Chief Market Strategist for Asia Pacific, providing insights on the financial markets and driving strategic discussions around investment opportunities and market trends.

Chart Rankings

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

Apple Podcasts
#36
Brazil/Business/Investing
Apple Podcasts
#50
Hong Kong/Business/Investing
Apple Podcasts
#131
Hong Kong/Business
Apple Podcasts
#157
Brazil/Business
Apple Podcasts
#199
Chile/Business/Investing
Apple Podcasts
#200
Singapore/Business/Investing
Apple Podcasts
#214
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

Providing expert analysis of the financial markets in Asia Pacific, this podcast covers a range of pressing economic issues, including the impact of artificial intelligence, government policies, and market trends. Episodes discuss key topics such as the robust growth in Asian equities, fiscal challenges in developed markets, and strategic insights into investment opportunities across various sectors. With contributions from leading strategists, the discussions aim to equip investors with essential information to navigate the evolving landscape, including the implications of central bank policies and geopolitical dynamics on market performance. Listeners can expect a data-driven perspective on market trends, insightful strategies for portfol... more

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1. Making Sense
2. Thoughts on the Market
3. Notes on the Week Ahead
4. At Any Rate
5. UBS On-Air: Market Moves

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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. Raisah Rasid
2. Adrian Wong
3. Stephanie Aliaga
4. Mark Davids
5. Jon Maier
6. Marcella Chow
7. Brian Lam
8. Joseph Wilson

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