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Thoughts on the Market
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On Investors’ Minds
by JP Morgan Asset Management Market Insights
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Chart positions today · Canada
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Latest episodes
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Guide to Retirement - Singapore: Turning Retirement Uncertainty into a Practical Plan
October 16, 2026 · 27 minIn this 177th episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Yuejue Jin, Head of Asia in the Multi-Asset Solutions group, to discuss how Singaporeans are living longer than ever, and retirement is no…
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VIDEO: Powering Through Market Volatility - Energy, Storage and Grid Resilience
October 14, 2026 · 25 minIn this 176th episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Ignace Nguyen, Head of APAC Sustainable Investing Specialists, discussing the latest trends in the energy world, the impact from…
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Politics Meets Portfolios: How the U.S. midterm elections could shape markets
October 12, 2026 · 10 minIn this 175th episode of the On Investors' Minds podcast, Tai Hui recaps what is at stake in the U.S. midterm elections, how it impacts the current U.S. administration and the current president's ability to influence the economic agenda…
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VIDEO: Understanding higher rates, rising inflation, and growing AI concerns using the latest Guide to the Markets - Asia
October 8, 2026 · 1 hr 1 minIn this 174th 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 Q4 2026 edition of the Guide to the Markets - Asia, to walk through the key…
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VIDEO: Moments in Market History - The 1929 Stock Market Crash
October 2, 2026 · 21 minIn this 173rd episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Katie Korngiebel, Research Analyst, both from the Market Insights team based in New York, to examine the…
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VISUALIZED: Building an AI-Conscious Portfolio
September 29, 2026 · 11 minIn this 172nd episode of the On Investors' Minds podcast, Tai Hui summarizes the recently published research on how to construct an investment portfolio around the break-neck growth of the Artificial Intelligence (AI) industry. How does…
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Making the case for Singapore equities: Stability, Growth, Payout (SGP)
September 24, 2026 · 19 minIn this 171st episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Chang Qi Ong, Portfolio Manager in the Emerging Markets Asia Pacific Equities team, to take a closer look at the Singapore equities market…
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Is it time to pay more attention to Fixed Income?
September 21, 2026 · 8 minIn this 170th episode of the On Investors' Minds podcast, Tai Hui summarizes the potential opportunity with fixed income in the current market environment. How do fixed income valuations compare to equities once possible risks are also…
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VIDEO: September FOMC surprises: The U.S. Fed actually unanimously agrees on a rate increase
September 17, 2026 · 50 minIn this 169th episode of the On Investors' Minds - APAC Edition podcast, we present a special replay of Kerry Craig's recent client webconference immediately after the completion of the U.S. Federal Reserve's September meeting. What is…
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VIDEO: Moments in Market History - What can we learn from key landmark events?
September 14, 2026 · 16 minIn this 168th episode of the On Investors' Minds podcast, Tai Hui provides an introduction for a conversation between Gabriela Santos, Chief Market Strategist, Americas and David Kelly, Chief Global Strategist, both from the Market…
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VIDEO: Highlighting trends in private markets using the latest Guide to Alternatives
September 8, 2026 · 17 minIn 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…
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VIDEO: End of summer market check-in: Upside surprises, downside risks, and the road ahead
August 31, 2026 · 20 minIn 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…
About the show
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