Tariffs, Extreme Weather, and What They Mean for Investors

Companies Brace for Possible Tariff Increases under Trump

With the possibility of renewed tariffs under a Trump administration, companies are shifting production out of China.

Freight companies report shifts from China to places like Vietnam, and brands such as Steve Madden are cutting China-based production by 40-45%.

However, shifting production isn’t simple; countries like Vietnam and India may not have the capacity to fully replace China’s infrastructure.

For family offices and accredited investors focused on logistics and manufacturing, this news could signal potential investment opportunities in regions positioned to absorb China’s lost production.

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Extreme Weather Costs Global Economy $2 Trillion

A recent report estimates that climate-related extreme weather events cost the global economy over $2 trillion from 2014 to 2023, with the U.S. incurring nearly $935 billion in losses.

Events have intensified in recent years, with a 19% rise in damages in just the last two years of the study.

For investors focused on sectors like infrastructure, insurance, and renewable energy, this news could be especially relevant, as weather-related events could continue to impact these industries.

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