A resurgence in tariff threats and broader trade protectionism is re-emerging as a major source of volatility and strategic risk for global markets. As policymakers in the U.S, Europe, and Asia revisit cross-border trade terms, industries that depend on global supply chains are facing renewed cost pressures, uncertainty around investment decisions, and operational disruption. These developments carry significant implications for how capital is deployed, how risk is priced, and how institutions across the financial system respond.

For banks, asset managers, insurers, private equity firms, and corporates, the key challenge lies in understanding where the greatest exposures are - and how the evolving tariff landscape could affect creditworthiness, capital flows, deal-making, and portfolio resilience. As earnings estimates begin to reflect these risks and global investment patterns shift in real time, firms need sharper visibility into which sectors, geographies, and counterparties are most affected, and how to adjust strategy accordingly.

In this data-driven session, the Financial Times, in partnership with S&P Global Market Intelligence, brings together market specialists and senior leaders to explore the real investment and credit implications of today’s tariff dynamics. Moving beyond political speculation, we’ll dive into hard data and forward-looking signals to help financial decision-makers across Europe, the Middle East, Africa, and North America navigate this emerging risk environment.

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The big picture, not just the individual strands of the business you work in

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New approaches and strategies to help win market share

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