How likely is a boycott of American brands, and what strategies can investors use to account for this possibility in their portfolios?

The current U.S. administration’s trade policies and diplomatic decisions are straining relationships with key allies, particularly Mexico, Canada, and Europe. This growing tension is fueling negative sentiment among international consumers, leading to early signs of boycotts against American brands.

This backlash is already evident across multiple industries. American whiskey sales are declining, with the threat of EU tariffs posing further risks to exports. In Canada, consumers are increasingly choosing domestic brands over U.S. retailers and restaurants. The travel industry is also seeing an impact, as shifting perceptions influence booking trends and consumer spending. 

Given these developments, how are you planning (if at all) to navigate and manage this shift in sentiment and what impact will it have on your investment portfolio?