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 range of assets, including equities, fixed income, and alternative asset classes.  What are the major themes impacting financial markets that the authors of the LTCMA see playing out in 2026?  Which asset classes are likely to perform better over the next year?  What risks should be closely monitored?  Listen now to Tai to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP119).

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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 managed portfolios. What exactly is multi-alts?  How accessible are alternative investments to today's investors?  What's been the biggest development when considering alternatives when constructing an investment portfolio?  Listen now to Tai and Pulkit to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make more informed decisions.  Download the Guide to Alternatives from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-alternatives/).

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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.  What comments did the Fed share regarding the current and potential future state of the U.S. economy?  Are there further rate cuts expected through the end of 2025?  How is the current U.S. government shutdown impacting the Fed's rate cut decision?  Listen now to Tai to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP119).

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 118th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recently wrapped up 4th Plenum of the Chinese Communist Party, where the focus was in setting the 15th Five-Year Plan (FYP) for the period covering 2026-2030.  What are the top priorities set forth by the Chinese government?  How can investors best position their portfolios to complement China's top priorities?  What are the potential risks that need to be kept on focus?  Listen now to Tai to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP118).

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 117th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Stephanie Aliaga, Global Market Strategist based in New York, to dive into the latest AI developments around circular deals where AI model developers, hyperscalers, and chip companies are investing into each other.  How similar is this latest AI development to what took place during the 2001 dot com bubble?  Does the current market demand for AI justify the recent large investments in AI infrastructure?  What are the revenue levels being generated from AI services?  Listen now to Tai and Stephanie to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP117).  

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 116th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent strong performance of gold, up over 50% in 2025 alone, and what role it can serve within an investor's portfolio.  How has lower interest rates globally impacted the attractiveness of gold as an investment?  How have central bank actions impacted gold prices?  What's the outlook for gold when compared to equities or fixed income?  Listen now to Tai to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP116).  

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 115th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig being joined by Grace Teh, Global Strategic Relationships Client Advisor, summarizing the global markets going into the last quarter of 2025 using the just released Guide to the Markets - Asia for the 4th Quarter 2025.  After a strong first 9 months of 2025, what are the top questions from investors heading into 2026?  How impactful will the current U.S. government shutdown be on both the U.S. economy and overall financial markets?  What is the outlook for China's economy and could there be any upcoming government stimulus to help improve business profitability?  Listen or watch now to Grace, Kerry, and Tai summarize all the latest market developments using the Guide to the Markets - Asia and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 4th quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP115)

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 114th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Mark Davids, Senior Portfolio Manager and Co-Head of the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, to take a closer look at the strong 2025 year Asian markets have had so far.  Which specific markets have performed the strongest and what has been their underlying drivers?  How has the U.S. dollar weakness this year impacted Asian markets?  Which sectors are best placed to continue the growth for Asia?  Listen now to Tai and Mark to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP114).  

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 113th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui summarizing the overnight U.S. Federal Reserve (Fed) decision to cut policy rate by 25bps to a range of 4%-4.25%.  How did the market react to the rate cut?  Did Fed chair Powell's press conference give any indications of further cuts through the end of the year?  What are the economic impacts of this now lower policy rate?  Listen or watch now to Tai summarize all the latest market developments using the Guide to the Markets - Asia and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP103)

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

In this 112th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Jennifer Qiu, Global Market Strategist, to take a closer look at how China's export performance continues to surprise with growth, despite increased U.S. import tariffs. What markets are Chinese exporters increasing trade with, as previous exports to U.S. continue to decline?  What are transshipments and how does it impact China export numbers?  How has Chinese equities performed so far this year given the export challenges are so well known by investors?  Listen now to Tai and Jennifer to get up to date and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP110).  

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.