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How will markets treat an unpredictable U.S. mid-term elections?
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…
Scenario planning on the Middle East conflict
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…
What's driving the recent volatility in the global bond markets?
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…
When oil isn't just expensive: The Hormuz blockade and the two-shock economy
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…
An alternative agenda - Guide to Alternatives Q2 2026
In this 150th episode of the On Investors' Minds podcast, we present a replay of Kerry Craig joined by James Burdis, Head of Global Strategic Relationship Client Group and Private Wealth Alternatives…
How will portfolios evolve with private markets, inflation, credit and innovation?
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…
Central Banks at the Crossroads
In this 148th episode of the On Investors' Minds podcast, Tai Hui takes a closer look at central banks globally and how each are handling the growing concerns around supply chain shocks in both…
Can the U.S. Fed transition smoothly to a new chair, deal with rising fuel prices and act on inflationary pressures?
In this 147th episode of the On Investors' Minds - APAC Edition podcast, we present a replay of Tai Hui's recent client webconference immediately after the completion of the U.S. Federal Reserve's…
Identifying the market bright spots, despite geo-political uncertainty
In this 146th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by special guest, Helge Skibeli, Portfolio Manager in the International Equity Group based in New York,…
Is investor optimism sustainable amid ongoing Middle East uncertainty?
In this 145th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui recaps the three most important recent developments for investors; 1.) latest in the U.S.-Iran conflict, 2.) central…
VIDEO: Assessing Middle East, AI, and other key investor topics in Q2 | Guide to the Markets - Asia
In this 144th 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 Q2 2026 edition of the Guide to the…
Investing in AI Opportunities Across Markets: Part 2
In this 143rd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Meera Pandit and Stephanie Aliaga, both Global Market Strategists based in New York, for a timely…
Investing in AI Opportunities Across Markets: Part 1
In this 142nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Aaron Mulvihill, Global Alternatives Strategist, and Stephanie Aliaga, Global Market Strategist, both…
How much longer will oil prices stay elevated?
In this 141st episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at the impact of elevated oil and wider energy prices with the U.S.-Iran conflict now entering its…
VIDEO: U.S. Fed maintains interest rate amid tariff and geopolitical uncertainties
In this 140th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an update on the overnight U.S. Federal Reserve decision to maintain the target range for the federal funds…
VIDEO: How to evaluate private credit risks?
In this 139th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode hosted by Marcella Chow and featuring Aaron Mulvihill, Global Market Strategist based in…
VIDEO: What investors are asking - U.S.-Iran conflict
In this 138th episode of the On Investors' Minds - APAC Edition podcast, we present a special video episode where Tai Hui is joined by Raisah Rasid and Marcella Chow to summarize the top questions…
VIDEO: U.S.-Iran conflict | Investment portfolio implications and what's next for markets?
In this 137th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by Kerry Craig, Global Market Strategist, to dive into the latest updates on the U.S. conflict with Iran,…
Initial market & economic implications of the U.S. conflict with Iran
In this 136th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui provides an initial assessment of the impact post the U.S. and Israel air strikes on Iran (and its retaliatory…
Is now the time for Value style investing to shine?
In this 135th episode of the On Investors' Minds - APAC Edition podcast, Kerry Craig is joined by Kyle Williams, Portfolio Manager within the International Equity Group, based in London, to assess…
Frequently Asked Questions
On Investors’ Minds has published 100 episodes since August 2024, covering topics in Business, Investing.
On Investors’ Minds is currently highly active with new episodes weekly. Average episode length is 20m.
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