The new tariffs affect everything from insurers' claims underwriting to investment returns. But there's opportunity for companies that navigate the changes successfully.
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Introducing BCG’s Center for Geopolitics
Questions loom large across today’s geopolitical landscape. BCG’s Center for Geopolitics is here to help global leaders decode the right information, map out their next moves, and prepare for the unpredictable new challenges of tomorrow.
BCG’s Expert Insights on Tariffs
Harvard Business Review
BCG's experts on international trade explore how shifting tariffs, rising technologies, and geopolitical tensions are redrawing the global manufacturing map and reshaping supply chain strategies.
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May 28, 2025
CEOs will have to start making big decisions again soon, or risk future growth. Here’s how they can stare down uncertainty and move forward.
Article
May 14, 2025
Leaders who build and effectively harness a tariff command center will respond to shifting trade dynamics rapidly and gain a powerful competitive advantage.
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April 23, 2025
Rising protectionism is increasing the risk of breaking complex and ever-changing trade rules. Incorporating trade compliance across the value chain is essential.
Update
April 18, 2025
Investor sentiment is cooling amid US tariffs, but expectations of US equities and listed companies remain high.
Slideshow
April 18, 2025
But what happens in terms of spending will vary by situation, by country, and by category, so pockets of growth remain to be tapped.
Article
April 10, 2025
By choosing its targets carefully, rather than retaliating tit for tat, Europe hopes to avoid escalating a trade war and instead coax Washington to the bargaining table.
Article
April 3, 2025
Every company, regardless of sector or location, needs to build tariffs and the related uncertainty into its planning and operating model.
Explore Tariff Insights By Industry
Article
May 8, 2025
The tariff escalation between the US and key trading partners will hit the beauty industry, but there's opportunity for companies that can adapt strategically.
Article
May 8, 2025
Explore three potential tariff scenarios, their impact on auto sales, and what leaders can do to stay ahead.
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May 2, 2025
In the face of recent tariff proposals and widespread economic uncertainty, IT leaders are prioritizing controlling costs—and doubling down on AI investments to help manage budgets and boost productivity.
The impact of tariffs will be felt across the automotive industry. How individual automakers are likely to be affected will depend largely on their specific production and sourcing footprints.
Update
February 21, 2025
New tariffs will have a far-reaching impact on manufacturing costs and supply chains across a range of industries including those using or producing derivative products.
Navigating Tariffs
Explore facts about tariffs, debunk common myths, and understand their real impact on your business.
Our Latest News Headlines
May 20, 2025 | BBC
In a BBC interview, BCG’s Mei-Jung Chen explores the growing shift of smartphone manufacturing from China to India and Vietnam, and what that means for companies’ supply chains.
May 15, 2025 | CBS News
In an interview with CBS News, BCG’s Nick Goad explains how retailers are navigating the uncertainty of tariffs and rising cost pressures.
May 6, 2025 | Fortune
BCG Global Chair Rich Lesser highlighted the importance of focusing on pricing strategies and productivity to address the impacts of tariffs during a panel at the Milken Institute Global Conference.
May 8, 2025 | Bloomberg
BCG’s Raoul Ruparel discusses the impact of the UK-US trade agreement on future sectoral tariffs and the trade relationship between the two countries.
Our Latest Insights from BCG’s Center for Geopolitics
Article
May 28, 2025
From trade wars and geopolitical shifts to regional wars and climate change, business leaders must manage through unprecedented complexity in the global landscape.
Article
April 22, 2025
As the Western-led order frays, the Global South is rising to craft its own economic and diplomatic path in a multipolar world.
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January 10, 2025
Staying Ahead of Trends in Global Trade
Geopolitics is escalating already seismic shifts in global trade. As trade lanes evolve, consider shifting your supply chains to make them more robust, cost effective, and resilient.
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November 8, 2024
Five Ways Leaders Can Adapt to Shifting Geopolitics
What will the world look like in 2030? BCG's
Nikolaus Lang predicts the evolution of a multipolar world, with multiple emerging coalitions of countries acting in new ways to achieve their goals.
Article
May 21, 2024
The international order hasn’t been this uncertain in decades. CEOs must approach geopolitical risk with the same urgency as digitization, AI, and the climate crisis.
Article
October 29, 2024
As geopolitical tensions rise and multilateralism declines, nations are increasingly using trade and economic policies to advance foreign policy goals, complicating the global business landscape.
Article
April 29, 2024
As more big emerging markets join the BRICS+ nations, the grouping could give the Global South a greater voice in world affairs and challenge the domination of existing institutions.
Article
January 17, 2025
Amid economic nationalism and geopolitical rivalries, leaders must sharpen their geopolitical radar for forward-looking, competitive decision-making.
Article
January 27, 2025
The competition for talent is taking on a new urgency, as countries increasingly compete for skills that can give them a strategic edge beyond economics.
Hear From Experts on Geopolitics Strategy
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May 19, 2025
Leading Through the Fog of Global Uncertainty
BCG’s Tawfik Hammoud shares why bold, scenario-based decisions—as opposed to waiting out the storm—are key to navigating economic, geopolitical, and technological disruption.
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March 12, 2025
A Time for Bold Decisions in the EU
Former European Commission president José Manuel Barroso shares his views on how the EU can prepare for the possibility of a trade war while improving its competitiveness and recalibrating its climate transition policy.
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January 27, 2025
Businesses Must Develop Their Geopolitical Muscle
BCG’s Nikolaus Lang says we are moving toward a world where companies need to understand geopolitics and use that understanding to inform their strategies.
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February 11, 2025
Anticipating Shifts in Global Trade
Geopolitics and shifting trade flows are bringing challenges for the UK, EU, and global economies. Business must adapt in order to thrive.
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November 14, 2024
Climate and Trade in Europe
European business leaders face rising challenges, from volatile markets to strict EU climate policies—necessitating agile strategies and scenario-based planning for a fragmented future.
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November 14, 2024
The Shifting Geopolitical Landscape
As global investments decline, companies face increased geopolitical scrutiny. Strategic tools, like investment screening mechanisms, are essential for navigating international business dynamics.
Meet BCG’s Center for Geopolitics Leadership Team
