Navigating Uncertainty
GLG Events on the Impact of Tariffs on Global Trade
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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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
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Homebuilding Demand Update
L.A. Wildfires, Inventory and Tariff Impact (LEN, TOL, DHI, AVB)
Previously held on February 26, 2025
Joined by Matthew Napier
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European Automotive Sales
Demand, Pricing, and Tariffs
Previously held on February 26, 2025
Joined by Dale Butcher
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Beverage Packaging
Impact of Aluminum Tariffs on Packaging
Previously held on February 27, 2025
Joined by Simon Yeung
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Tequila
Implications of Tariffs on Mexican Imports
Previously held on February 27, 2025
Joined by Dan Butkus
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Midstream Energy
Consolidation and Tariff Risks
Previously held on March 4, 2025
Joined by John Herbert
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US-Canada Trade Relations
Implications of Increased Tariffs
Previously held on March 11, 2025
Joined by The Honourable Tony Clement, P.C.
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US-EU Trade Relations in the Near Term
Previously held on March 13, 2025
Joined by Dan Mullaney
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Solar Power
Tariff Risks and AI Demand
Previously held on March 13, 2025
Joined by John Lefebvre
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Constellation Brands
Growth Drivers, Premiumization Trends, and the Impact of Tariffs on Supply Chains
Previously held on March 17, 2025
Joined by Craig Couture
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Brown-Forman
Growth Drivers, Premiumization Trends, and the Impact of Tariffs on Supply Chains
Previously held on March 19, 2025
Joined by Erin Schlader
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Impact of Trump's Tariffs on the European Automotive Industry
Previously held on March 20, 2025
Joined by Didier Lexa
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Tariffs Impact on the Auto Industry
Navigating Uncertainty and Opportunities Ahead
Previously held on March 25, 2025
Joined by Marc Cannon
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Automotive Suppliers
Implications of Canada and Mexico Tariffs
Previously held on March 26, 2025
Joined by Flavio Campos
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Grocery Industry
Update on Tariffs, Inflation, and Pricing
Previously held on March 27, 2025
Joined by Bob Dimond
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Homebuilding Update
Declining Confidence and Increased Tariffs on Key Materials (LEN, DHI, PHM, TOL)
Previously held on March 27, 2025
Joined by Rony Tamayo
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Solar Power
Previously held on March 20, 2025
Joined by Didier Lexa
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US Drug Tariffs and European Pharma
Previously held on April 9, 2025
Joined by Brian Hoffman
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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
European Semiconductor Manufacturing
Impact of Tariffs and Competition
Previously held on April 10, 2025
Joined by Didier Tettart
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US Drug Tariffs
Tax Implications on European Pharma
Previously held on April 10, 2025
Joined by Ulrich Bott
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US-Canada Relations with the Former Deputy Prime Minister of Canada
Previously held on April 10, 2025
Joined by Hon. John Manley
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Automotive Dealerships
Implications of Tariffs
Previously held on April 10, 2025
Joined by Whit Ramonat
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Rental Cars
Implications of Tariffs
Previously held on April 10, 2025
Joined by Frederic Deschamps
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WW International
Credit Industry Update
Previously held on April 10, 2025
Joined by Ryan Nathan
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Furniture and Home Goods
Implications of Tariffs
Previously held on April 11, 2025
Joined by Jason Edelman
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Healthcare Supply Chain
Impact of Tariffs
Previously held on April 11, 2025
Joined by Pamela Wiseman
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Club Car
Credit Update
Previously held on April 14, 2025
Joined by Joey Panozzo
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Wind Power Risks
Implications of Tariffs
Previously held on April 11, 2025
Joined by Jason Edelman
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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
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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
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Freight Forwarding
(CHRW, EXPD, FDX, UPS)
Previously held on April 15, 2025
Joined by Steen Christensen
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Healthcare Policy Updates
Agency Restructurings, Tariffs, and Trump Administration Priorities
Previously held on April 15, 2025
Joined by Chris Jacobs
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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
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Lithium Industry
(ALB, LTHM, SQM)
Previously held on April 16, 2025
Joined by Chris Berry
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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
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Escalating Global Trade Tensions
Previously held on April 17, 2025
Joined by Jeff Moon
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Impact of Trump's Tariffs on the UK's Economy
Previously held on April 17, 2025
Joined by Jonathan Portes
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Impact of Tariffs on European Chemicals
Industry Update
Previously held on April 17, 2025
Joined by Paul Hodges
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U.S. Energy Tariffs
Natural Gas and LNG
Previously held on April 17, 2025
Joined by Ira Joseph
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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
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North American Rail
Impact of Tariffs
Previously held on April 21, 2025
Joined by Anthony Hatch
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Tariffs, Export Controls, and the Future of US Semiconductor Policy
Previously held on April 21, 2025
Impact of Tariffs on Global Economy and Financial Markets
Previously held on April 22, 2025
Joined by Daniel Lacalle
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Tariff Impact on Data Storage Demand
(PSTG, HPE, NTAP, NTNX)
Previously held on April 22, 2025
Joined by Arthur Johnson
Semiconductor Tariff Outlook
Cost Pressures, 90-Day Pause, and Domestic Manufacturing (INTC, NVDA, TSM)
Previously held on April 23, 2025
Joined by Isaac Hooper
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LCFS and RINs
Tariff and Policy Risks
Previously held on April 23, 2025
Joined by Peter Behrle
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US Drug Tariffs
Impact of Section 232 Investigation on European Pharma
Previously held on April 24, 2025
Joined by Ulrich Bott
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FleetPride
Tariff Obstacles and Impacts
Previously held on April 24, 2025
Joined by Jason Price
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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 22, 2025
Joined by Daniel Lacalle
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
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
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
Home Improvement
Pricing, Trends, and Tariff Implications
Previously held on June 16, 2025
Joined by Jennifer Holmes
Geopolitical Risk in Credit
Previously held on June 18, 2025
Joined by Marty Teevan
Critical Minerals
Threat to Supply Chains
Previously held on June 20, 2025
Joined by Doug Hollett
Ocean Freight
Demand Forecast Amidst Tariff Shifts
Previously held on June 24, 2025
Joined by Don Francey
US Affordable Jewellery Market (PNDORA)
Navigating Growth Amid Tariffs and Shifting Consumer Trends
Previously held on June 26, 2025
Joined by David Sherwood
Critical Mineral Supply
Competition from EV’s, AI, and Defence
Previously held on June 30, 2025
Joined by Brian Dillard
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