The combination of geopolitical shocks, corporate strategies, and changing societal values will affect trade and investment patterns along four main axes. As companies opt for resilience over efficiency, they will increasingly shift their approach to supply chains from “just in time” to “just in case.” This will come at a time when security concerns gain greater weight in commercial considerations, and companies will move away from risk-sharing and general partnerships to more narrowly designed arrangements. Meanwhile, consumers will increasingly look for an emphasis on purpose in their commercial interactions.