On Investors’ Minds
Episodes
VIDEO: How should investors navigate the recent market volatility in Japan and across Asia?
08 Aug 2024
Contributed by Lukas
In this 56th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Stra...
U.S. and Japan market moves are causing some summer blues...
05 Aug 2024
Contributed by Lukas
In this 55th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig summarizes the recent market volatility in the U.S. and Asia f...
VIDEO: U.S. interest rate cuts are coming... when?
01 Aug 2024
Contributed by Lukas
In this 54th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Kerry Craig, Global Market Stra...
VIDEO: Investment implications of President Biden's withdrawal
23 Jul 2024
Contributed by Lukas
In this 53rd episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Dr. David Kelly, Chief Global M...
Time to take another look at Japanese equities?
16 Jul 2024
Contributed by Lukas
In this 52nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent positive performance of the Japa...
VIDEO: Looking forward with the latest 3rd Quarter 2024 Guide to the Markets - Asia
12 Jul 2024
Contributed by Lukas
In this 51st episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay episode of Tai Hui and Grace Teh from the ...
Which global markets will grow the most over the next year? What areas of fixed income are most interesting?
26 Jun 2024
Contributed by Lukas
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 ...
2024 Mid-Year Outlook: Playing both offense and defense with diversification
17 Jun 2024
Contributed by Lukas
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 Outlo...
What's changed with the June U.S. Fed's outlook?
14 Jun 2024
Contributed by Lukas
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 FOM...
After India's elections, what's next?
05 Jun 2024
Contributed by Lukas
In this 47th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the recent surprising India election results, and what it mean...
Is a simple 60/40 stock-bond portfolio good enough?
29 May 2024
Contributed by Lukas
In this 46th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores whether the traditional 60/40 stock-bond portfolio still wor...
VIDEO: What's next for China equities - Addressing key questions from investors
21 May 2024
Contributed by Lukas
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 Rache...
VIDEO: Introducing the new Guide to Investing in Asia
14 May 2024
Contributed by Lukas
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 ...
Fed plans higher for longer, pressuring the JPY
02 May 2024
Contributed by Lukas
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 f...
Rising energy prices, Middle East conflicts, and latest inflation data ... what's causing the current market correction?
23 Apr 2024
Contributed by Lukas
In this 42nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the recent market volatility across global markets, what a...
[Chinese version] 影片：41. 2024年第二季度 《環球市場縱覽》網絡會議
17 Apr 2024
Contributed by Lukas
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...
VIDEO: Investment opportunities from a global perspective
12 Apr 2024
Contributed by Lukas
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 ...
Forecasting continued global growth ... where to find positive returns?
08 Apr 2024
Contributed by Lukas
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 Sol...
[Chinese version] 38. 美国经济持续表现强劲
25 Mar 2024
Contributed by Lukas
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...
U.S. economy continues to show strength, Fed patiently prepares to ease
21 Mar 2024
Contributed by Lukas
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 u...
Understanding alternatives: The investment opportunities in life sciences and healthcare
18 Mar 2024
Contributed by Lukas
In this 37th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Anya Schiess, Managing Partner - Life Sciences Privat...
36. The strengthening case for adding Alternatives to an investor's portfolio
11 Mar 2024
Contributed by Lukas
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 summari...
35. Can China get its growth back on track in 2024?
06 Mar 2024
Contributed by Lukas
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...
34. Japanese stocks are in a bull market run ... can it last?
27 Feb 2024
Contributed by Lukas
In this 34th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the recent Japanese equities market going throu...
33. Three market risks investors need to keep an eye on
15 Feb 2024
Contributed by Lukas
In this 33rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights three market risks that investors should keep an eye on, in...
32. VIDEO: Fed rate cuts are coming! ... but not just yet
05 Feb 2024
Contributed by Lukas
In this 32nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Dr. David Kelly, Global Chief Strategist, to recap the U....
31. How quickly will the Fed cut interest rates?
30 Jan 2024
Contributed by Lukas
In this 31st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes us on a quick trip back to what has happened in previous cycles ...
30. Latest China economic numbers ... an opportunity for equity investors?
18 Jan 2024
Contributed by Lukas
In this 30th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui summarizes the just released Chinese economic numbers and takes a clos...
29. Highlighting the 1Q 2024 Guide to the Markets - Asia
15 Jan 2024
Contributed by Lukas
In this 29th episode of the On Investors' Minds - APAC Edition podcast, we take the opportunity to share a replay of the 1st Quarter 2024 Guide to the...
28. New year, where to look for returns?
04 Jan 2024
Contributed by Lukas
In this 28th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui discusses the different sources of returns from both fixed income and ...
27. The U.S. Fed sees cloudy days ahead ... Markets cheer! Wait, what?!
14 Dec 2023
Contributed by Lukas
In this 27th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui dives into the Federal Open Markets Committee (FOMC) statement from th...
26. The bond rally has finally arrived
12 Dec 2023
Contributed by Lukas
In this 26th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig digs into the recent rally in bonds, the declining U.S. Treasury y...
[Chinese Version] 25. 2024年大市前瞻
06 Dec 2023
Contributed by Lukas
在本集音頻內，摩根資產管理市場洞察團隊將為您解析2024年的投資機會與資產配置相關意涵。儘管2024 年的經濟環...
25. Investment opportunities in 2024 ... What can go wrong?
28 Nov 2023
Contributed by Lukas
In this 25th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui highlights some of the investment opportunities in 2024 from the recen...