Trading differently, not less: when resilience beats efficiency
key takeaways.
- Despite tariffs, geopolitical tensions, and concerns about deglobalisation, global trade continues to grow as businesses adapt to a more fragmented world
- Supply chains are being redesigned around resilience and economic security, reshaping trade flows, manufacturing networks, and sourcing strategies
- Economic security is driving a structural capital spending cycle across energy, infrastructure, technology, and defence, supporting long-term investment demand
- The shift from efficiency to resilience is creating investment opportunities across strategic resources, industrial capacity, and critical technologies.
Global trade is adapting, not disappearing, as resilience and economic security reshape supply chains. Explore investment opportunities from new trade flows.
related content.
investment solutions.
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Trade is adapting to a world where resilience and economic security matter as much as efficiency
Economic security comes at a price
A new investment cycle
Globalisation as we knew it in the wake of the Cold War may be over, but the world is trading differently, not less
Investment implications
Read also: Rethinking stability: investing in a multipolar world
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This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.
