This month's webcast unpacks how recent U.S. tariffs are reshaping trade, and influencing long-term trends in geopolitics, demographics and technology — revealing both risks and opportunities for globally minded investors. Key takeaways: Tariffs' bite is softer than feared , but key sectors like steel, aluminum, and autos remain vulnerable. Global trade is shifting , with new supply chain alignments and changing alliances. Long-term trends matter — demographics, technology, and geopolitics will drive market direction for decades. Opportunities still exist in innovation-led sectors, despite slower growth and inflationary pressures.