Tariffs and Turbulence: Navigating Markets Amid Policy Shifts

Trade wars and tariffs have redrawn the global business map—and many companies are struggling to find stable ground.

From Trump-era tariff policies to ongoing political disruption, firms are facing a perfect storm: rising costs, falling demand, and fragile supply chains. The result? A climate of deep uncertainty and tough strategic choices.

In conversation with Morgan Stanley, our Research Directors explore:

• How tariffs may reshape global supply chains and how companies are mitigating the potential impact
• What firms are doing to adapt amid political and economic unpredictability
• How companies are evaluating the prospect of onshoring manufacturing in response to rising trade barriers
• Insights on managing demand volatility, sourcing challenges, and risk