VIDEO: The U.S. Fed cuts 25bps as expected, what's next?

Tai Hui, Chief Market Strategist for Asia Pacific at JP Morgan Asset Management, reviews the September FOMC meeting and its investment implications. He discusses the key messages from the meeting, the current state of the U.S. economy, and the potential impact of rate cuts on investors, equities, fixed income, and alternative assets. The speaker notes the shift in emphasis towards the softening job market and expects further rate cuts if this trend continues. He also cautions about potential market corrections due to strong year-to-date performance but remains constructive on risk assets over the next 12-18 months, advocating for a barbell approach in fixed income and exploring opportunities in global infrastructure and hedge funds.