Developed market fiscal tightropes: UK & Japan
Description
In this 122nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at two of the larger developed market government fiscal budgets, in the UK and Japan. Investors need to be disciplined in their approach to asset allocation, but more importantly, governments need to be disciplined as well in their budget setting. What are the UK government's options to close the 2026 budget gap? How is Japan's new leadership dealing with its already high debt burden? 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 2025 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--podcastEP122).
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.
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