On Investors’ Minds

In this 183rd episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Katie Korngiebel, Research Analyst, both from the Market Insights team based in New York, to reflect on the rise and fall of the dom-com era and share lessons learned that apply to today's evolving markets.  The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm.  Optimism, easy access to information and a booming economy set the stage for soaring IPOs and rapid market growth - even when fundamentals were hard to pin down.  The parallels to today's AI-driven market underscore the importance of applying lessons from the past to navigate innovation with clarity and discipline.   Watch or listen now to David and Katie 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 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--podcastEP183).   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 182nd episode of the On Investors' Minds podcast, Tai Hui addresses the hot topic of AI focused data centers, which has been driving significant market movements, both up and down.  With such large investments in data centers, what are the risks to the lofty profit estimates driving this build-out?  How many data centers are currently being built, and how many more are in the pipelines?  Will there be delays in upcoming data center projects because of increasing concerns by residents of those communities? 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 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--podcastEP179).   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 181st episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Dr. David Kelly, Global Chief Strategist, recapping the landslide victory by the Democrats in gaining the majority in both the House and Senate.  How many seats in both the House and Senate flipped over to the Democrats and which races are still to be completed?  What are the key nuances and immediate takeaways?  How have the markets reacted so far to the midterm election results so far?  Watch or listen now to Tai and David 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 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--podcastEP176).   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 180th episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Noble Cooper, Research Analyst, both from the Market Insights team based in New York, to revisit the collapse of Long-Term Capital Management in 1998.  That spectacular failure revealed how even the most sophisticated strategies can unravel under extreme market stress.  Connections to today's market environment highlight ongoing challenges in risk management and liquidity, while offering perspective on dealing with uncertainty.  Watch or listen now to David and Noble 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 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--podcastEP180).   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 179th episode of the On Investors' Minds podcast, Tai Hui recaps the overnight results from the U.S. Federal Reserve's October meeting along with highlighting the recent increase in investor questions on how to assess the latest AI developments.  What interest rate decision did the Fed take and what were their comments going forward?  How has the AI investment debate shifted with concerns around rising debt across the major AI hyperscalers?  What are neocloud providers and why the recent volatility in some of the bigger names in that space?  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 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--podcastEP179).   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 178th episode of the On Investors' Minds podcast, we present a conversation between David Kelly, Chief Global Strategist, and Diago Mosqueira, Research Analyst, both from the Market Insights team based in New York, to examine the enduring impact of the 1987 stock market crash - known as Black Monday - and the insights it offers for navigating modern market cycles.  Black Monday stands as a defining moment in financial history, marked by a single-day decline of over 22% in the Down Jones Industrial Average.  This episode unpacks the forces that set the stage for such an unprecedented event, from the exuberance of the 1980s bull market to the rapid proliferation of portfolio insurance.  Watch or listen now to David and Diago 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 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--podcastEP178).   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 177th episode of the On Investors' Minds podcast, Raisah Rasid is joined by special guest Yuejue Jin, Head of Asia in the Multi-Asset Solutions group, to discuss how Singaporeans are living longer than ever, and retirement is no longer a short final chapter — it could span 20 to 30 years or more.  How can savers in Singapore turn an overwhelming question like - "Will I have enough?" - into a more practical plan for confidence in retirement?  What are the advantages of starting early, staying invested, and building a portfolio that evolves over time?  How can the recently updated Guide to Retirement - Singapore help to support retirement planning?  Listen now to Raisah and Yuejue to get up to date and find out what this all means for investors. 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 176th episode of the On Investors' Minds podcast, we present a special video episode of Tai Hui and Ignace Nguyen, Head of APAC Sustainable Investing Specialists, discussing the latest trends in the energy world, the impact from the conflicts in the Middle East and the transition to renewable sources of energy.  How are renewable energy sources compared to more traditional fossil based sources in the current market?  With so many conflicts globally, what sources of energy are more resilient to external shocks?  How has AI's growth impacted the energy markets?  Listen now to Tai and Ignace 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 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--podcastEP176).   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 175th episode of the On Investors' Minds podcast, Tai Hui recaps what is at stake in the U.S. midterm elections, how it impacts the current U.S. administration and the current president's ability to influence the economic agenda over the next two years, and those factors that the midterm elections no effects on.  How is the market volatility this year, compared to the months leading up to past midterm elections?  What are the likely scenarios in the U.S. congress and senate?  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 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--podcastEP175).   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 174th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q4 2026 edition of the Guide to the Markets - Asia, to walk through the key market themes for Q4, including how higher bond yields impact the rotation in asset allocation, inflation risk, equity opportunities beyond the U.S. and the role of alternative assets and as a hedge to rising volatility.  Listen or watch now to Tai and Kerry 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 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--podcastEP174) 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.