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1 month ago | 
bcg.com | Tim Figures |Marc Gilbert |Rami Rafih |Cristián Rodríguez-Chiffelle
The European Union’s first round of pending retaliation against sharp US tariff increases indicates the intention to take a tactical and incremental approach to the developing trade dispute with Washington. The aim: to ramp up pressure on the US to negotiate a settlement and prevent a tit-for-tat spiral into an escalating trade war.
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1 month ago | 
bcg.com | Dominic DeSapio |Marc Gilbert |Keith Halliday |Michael McAdoo |Cristián Rodríguez-Chiffelle |Sarah Lichtblau
Every company, regardless of sector or location, needs to build tariffs and the related uncertainty into its planning and operating model. Learn more here.
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Jan 23, 2025 | 
bcg.com | Aparna Bharadwaj |Marc Gilbert |Johann Harnoss |Nikolaus Lang
Nations increasingly vie for leadership in global trade, foreign direct investment, and AI—but they do not yet compete as openly for the world’s best and brightest talent. We think that’s bound to change, despite growing discontent among voters about immigration and the rise of populism. In the past few years, nations have been pursuing immigration policies designed to attract highly skilled talent not just for economic growth but to build two other foundations of geostrategic advantage.
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Jan 18, 2025 | 
foodlogistics.com | Rami Rafih |Kasey Maggard |Iacob Koch-Weser |Keith Halliday |Marc Gilbert |Dominic DeSapio | +2 more
No one yet knows what trade policies President-elect Trump will enact once in office, but three things are clear: First, during his first term, he imposed new punitive tariffs. Second, he has repeatedly said he plans to levy new or increased tariffs quickly once inaugurated for his second term. Third, U.S. trading partners could—and probably would—retaliate with measures of their own. The impact on many industries, and on individual companies, could be rapid and significant.
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Jan 8, 2025 | 
bcg.com | Aparna Bharadwaj |Tim Figures |Marc Gilbert
Less than a decade ago, the contours of international commerce were still being shaped by an ambitious free-trade system aimed at opening new markets for companies and workers. These days, geopolitics and economic security considerations are becoming the defining forces. New research by BCG, which has been tracking these shifts in global trade since 2018, reveals just how sharply geopolitical rivalries, alliances, and aspirations are rewiring the global economy.
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Sep 19, 2024 | 
bcg.com | Daniel Weise |Marc Gilbert |Michael McAdoo |Shishir Agarwal
Global companies have spent decades building procurement networks that rely on suppliers around the world that can reliably and efficiently meet their quality standards at the lowest cost and with the speediest delivery. But that traditional approach to supply chain management is predicated on continuing geopolitical stability and a worldwide trade system that facilitates the free movement of goods and capital. These assumptions no longer describe current realities.
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Aug 7, 2024 | 
bcghendersoninstitute.com | Tania Lekhraj |Nikolaus Lang |Marc Gilbert |Michael McAdoo
The world order is on shaky ground. A financial crisis, the global pandemic, regional conflicts, and high inflation have spurred humanity’s departure from the relative stability and openness of the 1990s and early 2000s. What’s more, some 70 countries and territories have held or will hold national elections this year—some of which could have profound effects on both domestic populations and global institutions. In this environment, traditional strategic planning is rendered obsolete.
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Aug 7, 2024 | 
finance.yahoo.com | Nikolaus Lang |Marc Gilbert |Michael McAdoo
The world order is on shaky ground. A financial crisis, the global pandemic, regional conflicts, and high inflation have spurred humanity’s departure from the relative stability and openness of the 1990s and early 2000s. What’s more, some 70 countries and territories have held or will hold national elections this year—some of which could have profound effects on both domestic populations and global institutions. In this environment, traditional strategic planning is rendered obsolete.
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Jun 28, 2024 | 
bcg.com | Nikolaus Lang |Marc Gilbert |Johan Öberg
Increased geopolitical disruption is shifting the global map in terms of growth and trade. As the EU heads into a new political cycle, facing high levels of global instability and ongoing growth and competitiveness challenges, its leaders need to adopt new strategies to navigate this new geopolitical normal. BCG analysis shows that global trade will grow at just 2.8% a year between 2022 and 2032, less than global GDP. EU trade will grow even more slowly, at just 2.1% a year.
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Jun 20, 2024 | 
bcg.com | Nikolaus Lang |Aparna Bharadwaj |Marc Gilbert |Rami Rafih
Recognizing the complexity surrounding unprecedented shifts in global power dynamics, BCG’s Center for Geopolitics cuts through the noise to bring both clarity and action to the intersection of geopolitics and business strategy. The Center for Geopolitics merges advanced geopolitical insights with BCG’s world-class analytical capabilities to not only better understand these dynamics but also anticipate and prepare for the future.
