HeyJaredOn Investors’ Minds - APAC Edition
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
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 8, 2026
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- Earliest in this view
- Jul 13, 2026
Latest episodes
VIDEO: Highlighting trends in private markets using the latest Guide to Alternatives (opens the original)
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In this 167th episode of the On Investors' Minds podcast, we present a special video episode of Kerry Craig and Adrian Wong, both from the Market Insights team in APAC, discussing the latest trends in the alternatives asset space using the just released Guide to Alternatives for Q3 2026. What role does alternatives play in an investment portfolio? How many more companies does private equity have access to compared to the public equity markets? What new slides have been introduced in the latest G
VIDEO: End of summer market check-in: Upside surprises, downside risks, and the road ahead (opens the original)
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In this 166th episode of the On Investors' Minds podcast, Tai Hui and Kerry Craig get together in the studio to highlight their biggest surprises so far this year, risks that they feel investors need to keep a close eye on, and their outlook through to the end of 2026. How will AI continue to impact the markets given its strong influence on the positive performance so far this year? How has the recent rise in bond yields affected the outlook for expected central bank actions? What actions can in
What is the opportunity for distressed debt investing in private credit? (opens the original)
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In this 165th episode of the On Investors' Minds podcast, Raisah Rasid provides an introduction for a conversation between Aaron Mulvihill, Global Market Strategist, and Brad Demong, Co-Chief Investment Officer of the Global Special Situations Group, both based in New York to take a deeper look at why private credit has been in the market spotlight recently. What is distressed lending? Has the pricing dislocations for private credit from earlier this year reversed? How is the current private cre
Can China equities carry its strong Q3 start and outperform through to the end of 2026? (opens the original)
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In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations. How has the Chinese economy performed recently and what does the latest economic data show? What are the policy directions coming out of Beijing after the recent July politburo meeting? What are the short, medium and long
Bulls or Bots? Dissecting the AI everything U.S. equity market (opens the original)
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In this 163rd episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Fiona Harris, Head of International Investment Specialists in the U.S. Equities team, to take a closer look at the U.S. equity market, the most recent Q2 earnings, and the outlook through the end of the year. How has the market reacted to the Q2 earnings released so far? What's the impact of the hyperscalers' current level of escalated capital expenditures? Where and how is AI being used by investmen
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