LSEG Insights

Rewiring global trade for resilience and growth

LSEG and Eurasia Group

The rewiring of global trade is not a temporary disruption, but a structural shift with enduring implications.

Rising tariffs, export controls, and investment restrictions are reconfiguring established trade and investment patterns. However, these changes are also generating new patterns of connectivity. Regional manufacturing nodes, specialised service hubs, and novel financial centres are gaining new footholds.

In our ‘Rewiring Global Trade for Resilience and Growth’ report, LSEG and Eurasia Group reveal opportunities in this changing landscape across key regions and sectors.

Geopolitical and data-based insights include

  • Common characteristics that effectively position markets in this disrupted environment
  • Sectors to watch and industry-specific impacts beneath broader macro trends
  • Factors determining company performance in a rewired trade environment

Our analysis draws on both geopolitical assessments and LSEG’s proprietary market data to provide a macro-level view of emerging trade patterns and their implications for growth and resilience over the coming years.

This report was originally published by Eurasia Group on April 22, 2025.

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