The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.

Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we’ll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.

This episode was recorded on April 28th and published on April 29th.

Key moments in this episode:

00:00 Introduction to Geopolitical Shifts in 2025

00:40 Impact of US Tariffs on Global Trade

02:20 Geopolitical Landscape Under Trump's Administration

04:20 Global Fragmentation and Rising Tensions

07:06 US-China Trade Conflict and Technology Competition

15:22 US-Europe Relations and Tensions

17:41 Conflict in Ukraine and the Middle East

21:47 Investment Strategies Amid Geopolitical Uncertainty

23:30 Conclusion and Upcoming Episodes

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