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Global Newsletter & Insights Series
Two collisions in disputed waters highlight the longer-term trend of increased assertiveness by both Manila and Beijing in their attempts to assert sovereignty. The risk continues to be of a miscalculation, not intentional escalation; both sides will try to avoid an "armed attack" that would invoke the US-Philippines Mutual Defense…
Ukraine’s counteroffensive has not achieved the presumed military and political objectives so far and the prospects of a breakthrough appear limited. Kyiv is expected to adopt a more defensive approach if uncertainty about US military support continues, and Russia intensifies its land and air attacks in winter months. The initial…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The SEC’s Division of Examinations released its 2024 examination priorities, designed to inform investors on the key topics the Division plans to focus on in the upcoming year. Notably, there was…
Growing incidences of conflicts globally raise questions about the effects on Asia, which has some of the world’s most significant geopolitical hotspots. Below, we examine how dynamics in East and Southeast Asia are being influenced by broader global events, for worse or (sometimes) better. The basic takeaway is that there…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the Polish election result. Meanwhile, China will host its third Belt and Road Forum, Italy’s government has approved its 2024 budget, and the…
Sustainability standards continue to develop globally and in Australia. Central to this discussion are stakeholder expectations and where the goalposts are for companies amid increasing scrutiny on commitments, ambition, performance and transparency. Stating a commitment to a particular sustainability issue is no longer enough –stakeholders expect clear commitments across a…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The Securities and Exchange Commission adopted amendments to the “Names Rule,” which modernize and enhance the rule. Current regulations require registered investment companies whose names suggest a focus on…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the political outlook in Slovakia. Meanwhile, Indonesia unveils an important rail project funded through the Belt and Road Initiative. In Greece, New Democracy (ND) is expected…
This week, Chile’s constitution-writing process moves to a new stage amid uncertainty as to whether the current draft can win approval without major modifications. In Mexico, presidential favorite Claudia Sheinbaum is towing the line of President Andres Manuel Lopez Obrador (AMLO) on tax reform. Revenue-raising measures should go before Brazil’s…
This is the second report in Teneo’s ’23 & ESG Series analyzing 250 sustainability reports published by S&P 500 companies between January 1-June 30, 2023 (“2023 sustainability reports”). Please click here for the first publication in our series highlighting the top 10 takeaways and key statistics of…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. Teneo launched the first publication in our ESG thought leadership series titled ’23 & ESG: The DNA of 2023 U.S. Sustainability Reports. For the 3rd year in a row, we analyzed 250 sustainability…
Chinese Defense Minister Li Shangfu is reportedly under investigation for corruption related to military procurement, along with eight other officials from the procurement unit he led. We see few clear policy implications from Li's apparent ouster, because he was not among the most influential party-state officials on foreign policy and…
