Join Us for Global Perspectives and Expert Insights

GLG events are covering the latest in global trade negotiations, including tariffs, export subsidies, supply chain disruptions, and more. Register for our upcoming programming using the links below.

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Events will no longer accept registrations after they occur. Please register for other upcoming events below, and visit our Library for additional programming.

Home Improvement

Pricing, Trends, and Tariff Implications

June 16, 2025 | 11:00 AM EDT

Jennifer Holmes will discuss:

  • Update on pricing and consumer spending behavior
  • Sourcing and strategies to mitigate risk from Chinese tariffs
  • Competitive dynamics between Home Depot and Lowe’s (DIY vs. Pro)
Register Here

Geopolitical Risk in Credit

June 18, 2025 | 1:00 PM EDT

Marty Teevan will discuss:

  • How rising idiosyncratic and geopolitical risks are reshaping credit markets
  • Macroeconomic risks affecting credit investing: supply chain, commodities, input pricing, sovereign, interest rates, and foreign exchange
Register Here

Critical Minerals

Threat to Supply Chains

June 20, 2025 | 11:00 AM EDT

Doug Hollett will discuss:

  • Progress and ongoing fragmentation of federal efforts to streamline mineral policy
  • Analysis of tariff scenarios on mineral import costs and domestic manufacturers
Register Here

Ocean Freight

Demand Forecast Amidst Tariff Shifts

June 24, 2025 | 1:00 PM EDT

Don Francey will discuss:

  • Impact of tariff block on volumes and container rates
  • Normalization of capacity, access to truck and intermodal chassis
  • Analysis of existing backlogs and expediting new orders ahead of holiday season
Register Here

US Affordable Jewellery Market (PNDORA)

Navigating Growth Amid Tariffs and Shifting Consumer Trends

June 26, 2025 | 10:00 AM EDT

David Sherwood will discuss:

  • Key consumer trends evolution, category demand shifts and competitive landscape
  • Pandora (PNDORA) market positioning and market share outlook
Register Here

Critical Mineral Supply

Competition from EV’s, AI, and Defence

June 30, 2025 | 10:00 AM EDT

Brian Dillard will discuss:

  • Impact of tariffs and trade disruption with China on raw material sourcing and pricing
  • Supply demand outlook for major metals including nickel, cobalt, lithium, and copper
  • Overview of EV battery chemistries and metal demand
Register Here

Interested in exploring more?

This is just the beginning. Bookmark our full Global Trade & Tariff event series in myGLG—we’ll continue to add timely programming as the market evolves.

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Past Events

Event transcripts may be available after the event has ended on myGLG. Reach out to your account team with any questions.

US Auto Manufacturing

Implication of Tariffs

Previously held on February 19, 2025

Joined by Joe Savanyo

View Transcript

Homebuilding Demand Update

L.A. Wildfires, Inventory and Tariff Impact (LEN, TOL, DHI, AVB)

Previously held on February 26, 2025

Joined by Matthew Napier

View Transcript

European Automotive Sales

Demand, Pricing, and Tariffs

Previously held on February 26, 2025

Joined by Dale Butcher

View Transcript

Beverage Packaging

Impact of Aluminum Tariffs on Packaging

Previously held on February 27, 2025

Joined by Simon Yeung

View Transcript

Tequila

Implications of Tariffs on Mexican Imports

Previously held on February 27, 2025

Joined by Dan Butkus

View Transcript

Midstream Energy

Consolidation and Tariff Risks

Previously held on March 4, 2025

Joined by John Herbert

View Transcript

US-Canada Trade Relations

Implications of Increased Tariffs

Previously held on March 11, 2025

Joined by The Honourable Tony Clement, P.C.

View Transcript

US-EU Trade Relations in the Near Term

Previously held on March 13, 2025

Joined by Dan Mullaney

View Transcript

Solar Power

Tariff Risks and AI Demand

Previously held on March 13, 2025

Joined by John Lefebvre

View Transcript

Constellation Brands

Growth Drivers, Premiumization Trends, and the Impact of Tariffs on Supply Chains

Previously held on March 17, 2025

Joined by Craig Couture

View Transcript

Brown-Forman

Growth Drivers, Premiumization Trends, and the Impact of Tariffs on Supply Chains

Previously held on March 19, 2025

Joined by Erin Schlader

View Transcript

Impact of Trump’s Tariffs on the European Automotive Industry

Previously held on March 20, 2025

Joined by Didier Lexa

View Transcript

Tariffs Impact on the Auto Industry

Navigating Uncertainty and Opportunities Ahead

Previously held on March 25, 2025

Joined by Marc Cannon

View Transcript

Automotive Suppliers

Implications of Canada and Mexico Tariffs

Previously held on March 26, 2025

Joined by Flavio Campos

View Transcript

Grocery Industry

Update on Tariffs, Inflation, and Pricing

Previously held on March 27, 2025

Joined by Bob Dimond

View Transcript

Homebuilding Update

Declining Confidence and Increased Tariffs on Key Materials (LEN, DHI, PHM, TOL)

Previously held on March 27, 2025

Joined by Rony Tamayo

View Transcript

Solar Power

Tariff Risks and AI Demand

Previously held on March 27, 2025

Joined by John Lefebvre

View Transcript

US Drug Tariffs and European Pharma

Previously held on April 9, 2025

Joined by Brian Hoffman

View Transcript

Reciprocal Tariffs & Global Supply Chain Shifts

Previously held on April 9, 2025

Joined by Fred Fischer

Implications of Trump’s Tariffs on Automakers and Auto Suppliers

Previously held on April 9, 2025

Joined by John Kwant

European Semiconductor Manufacturing

Impact of Tariffs and Competition

Previously held on April 10, 2025

Joined by Didier Tettart

View Transcript

US Drug Tariffs

Tax Implications on European Pharma

Previously held on April 10, 2025

Joined by Ulrich Bott

View Transcript

US-Canada Relations with the Former Deputy Prime Minister of Canada

Previously held on April 10, 2025

Joined by Hon. John Manley

View Transcript

Automotive Dealerships

Implications of Tariffs

Previously held on April 10, 2025

Joined by Whit Ramonat

View Transcript

Rental Cars

Implications of Tariffs

Previously held on April 10, 2025

Joined by Frederic Deschamps

View Transcript

WW International

Credit Industry Update

Previously held on April 10, 2025

Joined by Ryan Nathan

View Transcript

Furniture and Home Goods

Implications of Tariffs

Previously held on April 11, 2025

Joined by Jason Edelman

View Transcript

Healthcare Supply Chain

Impact of Tariffs

Previously held on April 11, 2025

Joined by Pamela Wiseman

View Transcript

Club Car

Credit Update

Previously held on April 14, 2025

Joined by Joey Panozzo

View Transcript

Wind Power Risks

(VWS, ORSTED, GEV)

Previously held on April 14, 2025

Joined by Grant van Wyngaarden

View Transcript

Defense Primes

Impact of DOGE Cuts

Previously held on April 14, 2025

Joined by Mohammed Khan

Global Trade War

Outlook for Further Escalation Between the US, EU, and China

Previously held on April 15, 2025

Joined by Jeff Moon

View Transcript

U.S. Coffee Industry

Tariff Implications and Pricing Outlook (SJM, KDP, SBUX)

Previously held on April 15, 2025

Joined by Christopher Martin

Roofing Parts and Materials

Distributor Perspective

Previously held on April 15, 2025

Joined by David Brower

View Transcript

Freight Forwarding

(CHRW, EXPD, FDX, UPS)

Previously held on April 15, 2025

Joined by Steen Christensen

View Transcript

Healthcare Policy Updates

Agency Restructurings, Tariffs, and Trump Administration Priorities

Previously held on April 15, 2025

Joined by Chris Jacobs

View Transcript

How will Trump’s Tariffs impact SE Asia’s Semiconductor Supply Chain?

Previously held on April 16, 2025

Joined by Hans Rijns

Data Center Overbuild and Overcapacity Concerns

(MSFT, AWS, EQIX, DLR)

Previously held on April 16, 2025

Joined by Terry Rennaker

View Transcript

Lithium Industry

(ALB, LTHM, SQM)

Previously held on April 16, 2025

Joined by Chris Berry

View Transcript

Automotive Suppliers

(AXL, APTV, BWA, DAN, LEA, MGA)

Previously held on April 16, 2025

Joined by Peter Hasenkamp

Nike

Vietnam Tariff Implications and Outlook for Pricing

Previously held on April 16, 2025

Joined by Rebecca Edington

View Transcript

Escalating Global Trade Tensions

Previously held on April 17, 2025

Joined by Jeff Moon

View Transcript

Impact of Trump’s Tariffs on the UK’s Economy

Previously held on April 17, 2025

Joined by Jonathan Portes

View Transcript

Impact of Tariffs on European Chemicals

Industry Update

Previously held on April 17, 2025

Joined by Paul Hodges

View Transcript

U.S. Energy Tariffs

Natural Gas and LNG

Previously held on April 17, 2025

Joined by Ira Joseph

View Transcript

Aircraft MRO

(AIR, LHA, SARO)

Previously held on April 17, 2025

Joined by Randall Mengel 

Impact of Tariffs on European Economies

Previously held on April 17, 2025

Joined by Lena Komileva

View Transcript

North American Rail

Impact of Tariffs

Previously held on April 21, 2025

Joined by Anthony Hatch

View Transcript

Tariffs, Export Controls, and the Future of US Semiconductor Policy

Previously held on April 21, 2025

Joined by Jason Travis Mosier

Impact of Tariffs on Global Economy and Financial Markets

Previously held on April 22, 2025

Joined by Daniel Lacalle

View Transcript

Tariff Impact on Data Storage Demand

(PSTG, HPE, NTAP, NTNX)

Previously held on April 22, 2025

Joined by Arthur Johnson

US Spirits Market

Shifting Volume Dynamics and Tariff Pressures

Previously held on April 23, 2025

Joined by Dave Lane

View Transcript

Semiconductor Tariff Outlook

Cost Pressures, 90-Day Pause, and Domestic Manufacturing (INTC, NVDA, TSM)

Previously held on April 23, 2025

Joined by Isaac Hooper

View Transcript

LCFS and RINs

Tariff and Policy Risks

Previously held on April 23, 2025

Joined by Peter Behrle

View Transcript

US Drug Tariffs

Impact of Section 232 Investigation on European Pharma

Previously held on April 24, 2025

Joined by Ulrich Bott

View Transcript

FleetPride

Tariff Obstacles and Impacts

Previously held on April 24, 2025

Joined by Jason Price

View Transcript

Japan’s Monetary Policy

Tariff Impact on Global Economies

Previously held on April 28, 2025

Joined by Masazumi Wakatabe

eCommerce Outlook

Product Adjustments and Small Business Impact Amidst U.S. Tariffs (SHOP, BIGC, ETSY)

Previously held on April 29, 2025

Joined by Sheila Berry

Aircraft Production and Deliveries

Impact of Tariffs

Previously held on April 29, 2025

Joined by Laurent Rouaud 

Impact of Tariffs on Global Economy

Previously held on April 30, 2025

Joined by Shamik Dhar

Tariff Implications to the Equity and Bond Market

Previously held on April 30, 2025

Joined by Anthony Chan and Doug Cliggott

Walmart

Update on Consumer Trends, Pricing, and Competition

Previously held on May 1, 2025

Joined by Sloan Eddleston

Tariffs and Interest Rates Impact on Homebuilding and Housing

Previously held on May 1, 2025

Joined by Dan Bridleman

Air Cargo Market

End of De Minimis Exemption

Previously held on May 1, 2025

Joined by Neel Shah

Corrugated Packaging

Tarriff Impact

Previously held on May 2, 2025

Joined by Bob Feeser

Shopify (SHOP)

Customer Demand and eCommerce Market Dynamics

Previously held on May 5, 2025

Joined by Andrew Gordon

Tariffs and Interest Rates Impact on Homebuilding and Housing

Previously held on May 5, 2025

Joined by Dan Bridleman

Foot Locker Tariff Impacts

Credit Industry Update

Previously held on May 6, 2025

Joined by Lew Kimble

Trump’s Global Trade War – Outlook for China and EU Economic Cooperation

Previously held on May 7, 2025

Joined by Xin Sun

Aviation Supply Chain

Previously held on May 7, 2025

Joined by Simon Greaves

Apparel Industry

Tariff Implications and Outlook for Supply Chain

Previously held on May 7, 2025

Joined by Grant Mine

Tariff Impact on Renewable Energy Supply Chain

Previously held on May 7, 2025

Joined by Jason Clark

Automotive OEMs

Update of Tariff Policy

Previously held on May 7, 2025

Joined by Peter Hasenkamp

The Future of U.S. Defense

Previously held on May 8, 2025

Joined by Timothy Tenne

Tariff Implications on Data Center Builds and CapEx

(DLR, EQIX, AMZN, MSFT)

Previously held on May 9, 2025

Joined by Jeffrey S. Schimmel

E-Commerce Fulfillment Software

Tariff Impact Perspective

Previously held on May 9, 2025

Joined by Tom Barone

Impact of US Tariffs on European Commercial Real Estate

Previously held on May 13, 2025

Joined by William Glennon

Luxury Jewellery Market (CFR, KER, MC)

Tariff Implications, Demand Outlook and Brand Dynamics

Previously held on May 13, 2025

Joined by Alberto Festa

Streaming Video Industry (NFLX, DIS, CMCSA, WBD, AMZN)

Implications of Proposed Movie Production Tariffs

Previously held on May 13, 2025

Joined by Ian Bricke

Lipton Teas and Infusions (formerly ekaterra)

Impact of Tariffs

Previously held on May 13, 2025

Joined by John Davison

Mexico’s Economic Outlook

Growth Prospects, Tariff Impact, and Monetary Policy

Previously held on May 14, 2025

Joined by Juan Carlos Baker Pineda

Copper Supplies and Tariffs

Outlook for Imports and Shortages

Previously held on May 14, 2025

Joined by Felipe Olaechea

Orthopaedic Contract Manufacturing

Navigating Supply Chain Challenges and Tariff Pressures

Previously held on May 14, 2025

Joined by Carl Dover

Drug Pricing Dynamics

Payor Perspective

Previously held on May 14, 2025

Joined by Dr. Steven Wolinsky

European Solar Industry

Impact of Tariffs and Trade Barriers

Previously held on May 15, 2025

Joined by Hannes Langenhan

Tariffs, the U.S. Dollar and Capital Markets Volatility

Previously held on May 15, 2025

Joined by Lena Komileva

Aircraft Supply Chain

Impact of Tariffs

Previously held on May 15, 2025

Joined by Sandeep Saini

Energy Transition

Regulatory and Tariff Risks

Previously held on May 15, 2025

Joined by Charles McConnell

Saks Fifth Avenue

Tariff Impacts (Credit Industry Update)

Previously held on May 16, 2025

Joined by Brooke Welkis

Reflective Tariff and Immigration Impact on Credit Markets

Previously held on May 16, 2025

Joined by Michael Oliver Weinberg

Trump’s New Trade Deals

Impact on UK-China Relations

Previously held on May 19, 2025

Joined by Alice Enders, PhD

Medical Supply Landscape and Potential Impact of Tariffs

Previously held on May 19, 2025

Joined by James Greskovich

US Beauty Market

Tariff Navigation, Category Dynamics and Volume Outlook

Previously held on May 20, 2025

Joined by Melissa Myles Edwards

US-Asia Trade Relations

China, India, Japan, South Korea, Vietnam

Previously held on May 20, 2025

Joined by Kenneth Juster

Auto Aftermarket

Operational Perspective

Previously held on May 20, 2025

Joined by Tim McClave

Michaels Stores

Tariff Impacts (Credit Industry Update)

Previously held on May 20, 2025

Joined by Mark Cosby

Potential Impact of Tariffs on the Life Sciences Landscape

Previously held on May 20, 2025

Joined by Robert Koopman, PhD

UK Financial Markets

Previously held on May 20, 2025

Joined by Philip Rush

Wind Turbine Supply Chains

Component Shortages and Trade Disruption

Previously held on May 21, 2025

Joined by Thomas Richterich

RH

Tariff Impacts to Home Furnishings

Previously held on May 21, 2025

Joined by Dominique Baranoff

Sustainable Fuel Industry

Tariffs, Regulations, and Feedstocks

Previously held on May 22, 2025

Joined by David Elsenbast

Amazon Marketplace

Navigating Tariffs from the Seller’s Perspective

Previously held on May 22, 2025

Joined by Eric Weisser

Consumer Electronics

Tariff Implications and Industry

Previously held on May 23, 2025

Joined by Jim Pearse

European Specialty Pharmaceutical

Market Industry Update

Previously held on May 27, 2025

Joined by Adeel Ahmad

Bioplastic Industry Outlook

Demand, Tariffs, and Recycling

Previously held on May 27, 2025

Joined by Steve Davies

Battery Energy Storage Systems

Outlook For Capacity, Technology, and Tariffs

Previously held on May 28, 2025

Joined by Petar Litchev

Energy Transition

Regulatory and Tariff Risks

Previously held on May 28, 2025

Joined by Charles McConnell

Automotive Dealerships

(AN, ABG, LAD, GPI, PAG)

Previously held on May 28, 2025

Joined by Kevin Kysiak

Bonded Warehousing

Tariff Impact

Previously held on May 28, 2025

Joined by Mike Spranger

Data Centre Overbuild and Overcapacity Concerns

Previously held on May 28, 2025

Joined by Terry Rennaker

Pet Food and Consumables

Global Manufacturing Perspective

Previously held on June 4, 2025

Joined by Rob Sauermann

Grocery Industry

Consumer Trends, Pricing, and Outlook

Previously held on June 4, 2025

Joined by Bob Dimond

EV Charging Infrastructure

Disruption and Technologies

Previously held on June 5, 2025

Joined by David Newton

Personal Care Industry

Tariffs, Supply Chain, and Strategic Outlook

Previously held on June 5, 2025

Joined by Ignacio Arranz

China: Economy Update

Tariffs, Stimulus, and Growth Outlook

Previously held on June 9, 2025

Joined by Yan Liang

US Eyewear/Lenses Industry

EL Growth Opportunities, Tariffs Implications, and Value Chain Dynamics

Previously held on June 10, 2025

Joined by Yi Sun

Solar Power

Market Policy Risks

Previously held on June 10, 2025

Joined by John Lefebvre

e.l.f. Cosmetics

M&A Activity, Tariffs, and Outlook

Previously held on June 10, 2025

Joined by Melissa Myles Edwards

Metal Cutting Tools

EV Transition and Trade Disruption

Previously held on June 11, 2025

Joined by Chuck Byrnes

Cocoa Market

Pricing Volatility, Tariffs, and Consumer Trends

Previously held on June 11, 2025

Joined by Will Papa

US Trade Court Challenge on Tariffs

Implications for Pharma and Life Sciences

Previously held on June 12, 2025

Joined by Ulrich Bott

U.S. Trucking Market

Q2 Update

Previously held on June 12, 2025

Joined by Robert Costello

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