TIGER 21 Members Discuss Tariffs & Trade: Highlights and Insights

Recent tariff actions and their impact on global trade has been a topic of high interest in the TIGER 21 community of ultra-high-net-worth investors and entrepreneurs. 

In addition to discussions within monthly Group Meetings, Members have also shared insights across the TIGER 21 global network—which includes Members in Asia, Europe, the Middle East, and North America. 

Last month, TIGER 21 hosted virtual Tariffs & Trade Member Meetups. The timely events provided Members a venue to discuss economic implications, potential disruptions to global supply chains, and areas of both risk and opportunity. Formatted like TIGER 21 Member Meetups, a monthly opportunity for Members from around the world to connect virtually, Members interacted in small-group breakout discussions facilitated by a TIGER 21 Chair.  

As with all discussions in the TIGER 21 Member community, the substance of these conversations is confidential. A few overall themes emerged, including: 

• Tariffs will create ripple effects across industries, including cash flow issues, supply chain disruptions, marketing challenges around price increases, and more. 

• Businesses may delay major decisions due to uncertainty, and consumers may pause spending for similar reasons. 

• This same uncertainty may also offer investors a good reason to pause on big decisions for the near future. 

• Since it remains unclear which policies are temporary and which policies are permanent, investors are finding it especially challenging to spot opportunities and clearly analyze risks. 

In addition to providing venues for Member discussion, TIGER 21 is also engaging experts to provide learning resources for Members. 

In April, TIGER 21 also hosted two virtual TIGER Talks: 

• Trade War and Markets, with Torsten Slok, Partner and Chief Economist at Apollo. Slok offered his perspectives, honed by 15 years on the sell-side with Deutsche Bank and roles at the OECD and IMF. 
• Global Trade at a Crossroads: Tariffs, Tensions & What’s Next with Charles Luke, Chief Investment Officer at City National Rochdale. The session examined the economic and market implications of renewed trade tensions, and how current tariff strategies are influencing inflation, corporate margins, and global investment flows. 

Interested Members also continue to engage in discussions within the Trade and Tariffs Network on the T21 Connect App. Available through mobile and desktop, T21 Connect is TIGER 21’s Members-only social platform for learning, discussion, and networking. Members can interact with their Group—and the entire TIGER 21 global network—24/7/365 on the topics that interest them most. 

In addition to the recently created Trade and Tariffs Network, T21 Connect features a roster of Investment and Lifestyle Networks on topics Members have expressed interest in. 

Interested in Joining These Conversations? 

In times of market volatility, global uncertainty, and geopolitical shifts, Members turn to their TIGER 21 Group—and the collective intelligence in the TIGER 21 global network of more than 1,600 ultra-high-net-worth peers.   

All TIGER 21 Members are vetted through the lens of the 5Cs of Membership: Character, Contribution, Capacity, Conditions, and Capital (verifiable investable assets or qualifying net worth of at least $20M USD). 

To learn more about joining our unparalleled network of wealth creators and preservers, inquire about Membership.   

* Note: The views shared in these notes summarize overall viewpoints shared across Member discussions. They should not be considered a reflection of TIGER 21’s viewpoint. Disclaimer: These materials should not be interpreted as a recommendation or opinion by TIGER 21 that you should make any purchase or sale or participate in any transaction. TIGER 21 does not guarantee the accuracy of or endorse the views or opinions given by the authors of these materials. TIGER 21 will not be liable for any errors or inaccuracies in such materials, or for any actions taken in reliance thereon. TIGER 21 is not a registered investment adviser or broker-dealer and does not provide investment advice or recommendations to buy or sell securities, to hire any investment adviser or to pursue any investment or trading strategy.