Insights and Research
Trump tariffs in context
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.Â
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset Management, a global leader in investment management and private banking with $1.8 trillion of client assets under management worldwide (as of December 30, 2016). He is responsible for leading the strategic market and investment insights across the firm’s Institutional, Funds and Private Banking businesses.
Mr. Cembalest is also a member of the J.P. Morgan Asset Management Investment Committee and a member of the Investment Committee for the J.P. Morgan Retirement Plan for the firm’s more than 250,000 employees.
Mr. Cembalest was most recently Chief Investment Officer for the firm’s Global Private Bank, a role he held for eight years. He was previously head of a fixed income division of Investment Management, with responsibility for high grade, high yield, emerging markets and municipal bonds.
Before joining Asset Management, Mr. Cembalest served as head strategist for Emerging Markets Fixed Income at J.P. Morgan Securities. Mr. Cembalest joined J.P. Morgan in 1987 as a member of the firm’s Corporate Finance division.
Mr. Cembalest earned an M.A. from the Columbia School of International and Public Affairs in 1986 and a B.A. from Tufts University in 1984.
Insights and Research
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.Â
Insights and Research
Michael Cembalest discusses his latest Eye on the Market. Topics include the underappreciated risks of Chinese retaliation against US companies doing business in China, and how a full-blown trade war and military conflict are far from inevitable
Insights and Research
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Insights and Research
Insights and Research
Insights and Research
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Insights and Research
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Insights and Research
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Insights and Research
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Investment Strategies
Watch as Michael Cembalest discusses highlights from his annual Eye on the Market Outlook.
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