On Investors’ Minds

In this 50th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by special guest Sylvia Shang, Multi-Asset Strategist from the Multi-Asset Solutions team, to discuss key highlights from the recently released 3rd quarter Global Asset Allocations Views publication.  Will the U.S. continue to lead global growth?  Can European consumers and manufacturing boost its performance?  How will potential central bank rate cuts impact fixed income? Listen now 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 2nd quarter 2024 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/)

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.

In this 49th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui previews key points from the Market Insights Asia 2024 Mid-Year Outlook publication.  Global economic growth is converging, inflation is settling within the target range for most Asian economies, and earnings growth looks to stay positive in multiple global markets.  Diversification will continue to be key, much like team sports needing to have the right mix of athletes, an investment portfolio will need a good balance of both offensive and defensive strategies. Listen now to get up to date and find out what this all means for investors.

The Market Insight Mid-Year Outlook 2024 aims to address key topics/themes that investors need to consider for the second half of the year.  View the full 2024 Mid-Year Outlook from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/market-updates/bulletins/mid-year-outlook-2024/?utm_source=podcast-podbean/)

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.

In this 48th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the U.S. Federal Reserve's June meeting results, where the FOMC voted to leave the Federal funds rate unchanged, but did indicate some interesting takeaways that has caused a bit of a rollercoaster ride in the markets this week.  What are likely impacts to equities and fixed income? Listen now 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)

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.

In this 47th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent surprising India election results, and what it means for India being able to continue its strong performing equity market.  Can current Indian equity market valuations be sustained or grow even higher?  Will more businesses create manufacturing capacity in India?   Listen now 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 2nd quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/)

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.

In this 46th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores whether the traditional 60/40 stock-bond portfolio still works in today's markets.  Are there changes in the world that now require a rethink?  How does inflation, fiscal deficits, and other asset classes impact portfolio construction?  Listen now 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/wr/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/)

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.

In this 45th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui, Howard Wang, and Rachel Moy discussing the most pressing concerns from investors regarding the latest developments around Chinese equities.  Listen and watch Tai and Howard leverage slides from the Guide to the Markets and additional sources 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 2nd quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)

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.

In this 44th episode of the On Investors' Minds - APAC Edition podcast, we share this special video episode of Tai Hui introducing the newly updated and revised Guide to Investing in Asia.  Tai walk through 5 specific charts (out of 77 in total) to highlight investing opportunities in Japan, India, Taiwan and other Asia markets.  Watch or listen now to get up to date and find out how investors can better invest throughout the Asia region.

The 2Q 2024 Guide to Investing in Asia can be downloaded from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/institutional/insights/market-insights/guide-to-investing-in-asia/)

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.

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 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 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)

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.

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 Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 1st quarter 2024 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/hk/en/asset-management/per/insights/market-insights/guide-to-the-markets/)

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.

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。

考慮到股票和固定收益的相對估值，投資人需要構建適當的資產組合，而且在地域上作出分散配置，從而實現財務目標

亞太區首席市場策略師許長泰先生將運用2024年第二季《環球市場縱覽 – 亞洲版》的內容，與您共同探討最新市場及經濟趨勢，並剖析近期的重要投資主題。

這次線上會議由市場策略師林雅慧主持，許長泰先生將討論下列議題：

• 股票估值過高的風險及分散投資的機會

您亦可以按此瀏覽我們的網站，以獲取更多環球市場策略師對經濟和關鍵市場的最新觀點。