On Investors’ Minds

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Navigating fixed income: Balancing a positive outlook in a world of heightened risks

Épisode 161

lundi 27 juillet 2026 • Durée 28:46

In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate Strategies team, to dive into why most economists and strategists have a positive outlook for the global economy through the rest of 2026, despite a growing number of risks that could turn the markets negative. Can U.S. corporates continue to deliver strong earnings growth? What could cause the price of oil to rise above $100 per barrel, and thus bring up the cost of energy? Although the AI growth story has come down from its meteoric rise earlier in the year, how can its now revised growth continue to impact a broader set of beneficiaries? Listen now to Kerry and Arjun 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 2026 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--podcastEP161).

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.

Lire plusRéduire

With tech stocks correcting, what's next for AI?

Épisode 160

lundi 20 juillet 2026 • Durée 07:49

In this 160th episode of the On Investors' Minds podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be focused on during this current market volatility. Who are the biggest customers and adopters of artificial intelligence (AI), and will their current high spend on AI change? What are the global economic factors to keep in mind through the second half of 2026? 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 3rd quarter 2026 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--podcastEP160).

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.

Lire plusRéduire

Absolute return strategies & trouble in private credit?

Épisode 158

mardi 30 juin 2026 • Durée 24:31

With inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what's happening with broader market beta or the economy. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Bill Eigen, Head of Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today's credit cycle - including private credit.

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/?utm_campaign=-en--podcastEP158)

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.

Lire plusRéduire

How are the latest geopolitical tensions impacting the markets?

Épisode 157

vendredi 26 juin 2026 • Durée 28:59

In this 157th episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Kyle Hutzler, Executive Director for Asia Pacific Policy and Strategic Competitiveness within the J.P. Morgan Center for Geopolitics, to discuss the latest geopolitical developments impacting the world recently and how the financial markets have in turn reacted. What's the current status of the Middle East tensions and the impact to oil and energy prices? Is the U.S.'s relationship with China improving and leading to calmer trade policies? Listen now to Kerry and Kyle 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 2026 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--podcastEP157).

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.

Lire plusRéduire

Implications of U.S.-Iran agreement to reopen the Strait of Hormuz

Épisode 155

lundi 15 juin 2026 • Durée 08:27

In this 155th episode of the On Investors' Minds podcast, Tai Hui gives an update on the just announced U.S.-Iran agreement to reopen the Strait of Hormuz, and the immediate market reaction of leaning risk-on. With key parties confirming a deal and a formal ceremony expected on Friday in Switzerland, momentum looks real - but still fragile, with the hardest parts, such as proving its safe, rebuilding flows, and gauging how long the peace process holds to come. Will insurers, and shipping firms adjust back to "normal"? How is the near-term outlook for energy, inflation, and global growth? 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 2nd quarter 2026 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--podcastEP155).

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.

Lire plusRéduire

How will markets treat an unpredictable U.S. mid-term elections?

Épisode 154

lundi 8 juin 2026 • Durée 10:13

In this 154th episode of the On Investors' Minds podcast, Tai Hui explores the possible policy shifts resulting from the upcoming U.S. mid-term elections, and what tools are available for the Trump administration for the second half of the current presidential term. Have previous mid-term elections supported or rather slowed down that president's ability to impact policy change? What are likely outcomes for Congress and Trump's administration to pass fiscal stimulus? How will these possible outcomes impact bonds and equities? 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 2nd quarter 2026 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--podcastEP154).

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.

Lire plusRéduire

Scenario planning on the Middle East conflict

Épisode 153

mardi 2 juin 2026 • Durée 10:45

In this 153rd episode of the On Investors' Minds podcast, Tai Hui dives into possible outcomes of the current ongoing Middle East conflict between the U.S. and Iran. Although there are plenty of complex factors to consider, three clear scenarios around the Strait of Hormuz are most probable: i.) a near term reopening (our base case), ii.) an extended closure, and iii.) a worst-case deterioration with sustained damage to energy infrastructure. How would interest rates, equities, bonds, currency, and hedges behave in each scenario? Listen now to Tai for a concise, client-ready checklist that turns geopolitics into decision points - so "cash is the only answer" doesn't become the default.

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 2026 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--podcastEP153).

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.

Lire plusRéduire

What's driving the recent volatility in the global bond markets?

Épisode 152

mardi 26 mai 2026 • Durée 12:54

In this 152nd episode of the On Investors' Minds podcast, Kerry Craig takes a closer look at what's behind the recent increased volatility in the global fixed income markets, leading to 10-year highs in U.S. government bond yields. Outside of the U.S. how are other G7 government bonds performing? How are rising global energy prices impacting the outlook for central bank interest rates? What areas of fixed income can help ride out some of the current bond volatility? Listen now to Kerry 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 2026 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--podcastEP151).

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.

Lire plusRéduire

When oil isn't just expensive: The Hormuz blockade and the two-shock economy

Épisode 151

mardi 19 mai 2026 • Durée 10:20

In this 151st episode of the On Investors' Minds podcast, Tai Hui takes a closer look at the global economic impact of oil being constrained for the past three months. What's the latest gap in daily world oil demand? How did the world adjust in previous cases of significant oil price increases? If oil and other energy supply is significantly disrupted for an extended period, how does that impact overall economic demand globally and what can economies do to protect their growth? 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 2nd quarter 2026 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--podcastEP151).

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.

Lire plusRéduire

How will portfolios evolve with private markets, inflation, credit and innovation?

Épisode 149

lundi 11 mai 2026 • Durée 26:06

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions. Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class. From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment.

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/?utm_campaign=-en--podcastEP149)

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.

Lire plusRéduire

Podcasts et contenus similaires

Autres podcasts ou contenus associés partageant des thèmes ou audiences similaires.

On Investors’ Minds – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

On Investors’ Minds – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other84

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other84