Trade Wars: A geopolitical stalemate? What’s next for Institutional Investors?

The first ten days of April 2025 will likely be etched in economic history as one of the most volatile and uncertain periods we’ve seen in decades.

What began as a calculated escalation of trade policy by President Trump early in the year—targeting countries like Mexico and Canada—has since evolved into a full-scale global trade upheaval. The dramatic rollout of “reciprocal” tariffs on April 2nd triggered unprecedented market turbulence, culminating in a 90-day pause for most nations, but with China facing tariff increases up to 145%.

In response to this extraordinary moment, our short white paper Trade Wars: A geopolitical stalemate? What’s next for Institutional Investors? considers how the evolving global trade dynamics are reshaping strategic asset allocation.

This paper dives into:

• The economic and geopolitical shockwaves triggered by the April 2025 trade escalations
• How institutional investors should interpret short- and long-term market behavior under continued tariff uncertainty
• Emerging risks and opportunities as countries race to renegotiate trade agreements with the U.S.
• Strategic considerations for navigating heightened volatility and geopolitical tension

While recent developments have sparked a temporary market rebound, many risks remain unresolved—and the road ahead for global investors is anything but clear.

Download the paper now to better understand the implications of this shifting global landscape