On Investors’ Minds - APAC Edition

In this 43rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's May FOMC meeting results, the key factors that led the Fed to maintain the current interest rate, and the market reaction, including impact to the ongoing Japanese Yen weakness. What are likely trends for equities, the U.S. Dollar, and major Asian economies. Listen now

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 portfolios going forward. Listen now to get up to date and find out what this all means for investors. The J.P. Morgan Guide to the M

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�

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 Santos (Americas), covering the shifting tides of global growth, central bank actions, inflation, and most importantly today's investment

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 their outlook from Q2 through to the end of the year. Sylvia and Tai specifically talk through why global growth is likely to continue, in

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. For the English version, please download episodes "U

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 Bank of England, and how the markets have reacted to these central bank updates. Listen now to get up to date and find out what this

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 have been as an investment category. Anya and Kerry touch on a number of developments that have not only provided strong recent returns,

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, etc.) can strengthen an investor's portfolio and make it more resilient in today's dynamic global markets. This is the first of 5 po

In this 35th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just completed China National People's Congress and the key points outlined by Chinese Premier, Li Qiang. Can China reach their 2024 target of 5% growth? How much and what kinds of government stimulus are planned for 2024? Listen now to get up to date and find out what this all means for